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Quant Momentum Fund Direct Growth
NAV: 10 Jun '26
₹15.38
Min. for SIP
₹1,000
Fund size (AUM)
₹1,318.91 Cr
Expense ratio
0.97%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,858 | +5.72% | |
| 6 months | ₹30,000 | ₹31,644 | +5.48% | |
| 1 year | ₹60,000 | ₹63,367 | +5.61% |
Holdings (35)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 22.56% |
| Adani Enterprises Ltd | Materials | Equity | 10.97% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 9.78% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 8.97% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 7.53% |
| RELIANCE_(26/05/2026) | Energy & Utilities | Futures | 6.07% |
| ICICI Bank Ltd | Financial | Equity | 5.27% |
| Varun Beverages Ltd | Consumer Staples | Equity | 5.20% |
| HDFC Life Insurance Co Ltd | Financial | Equity | 4.66% |
| Kotak Mahindra Bank Ltd. 26-MAY-26 | Financial | Futures | 4.36% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 3.46% |
| Sai Parenteral’s Ltd. | Healthcare | Equity | 3.38% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 3.13% |
| Dixon Technologies (India) Ltd. 26-MAY-26 | Consumer Discretionary | Futures | 2.90% |
| PB Fintech Ltd. 26-MAY-26 | Financial | Futures | 2.85% |
| LIC Housing Finance Ltd. 26-MAY-26 | Financial | Futures | 2.75% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 2.51% |
| HDFC Life Insurance Company Ltd. 26-MAY-26 | Financial | Futures | 2.41% |
| Aurobindo Pharma Ltd. 26-MAY-26 | Healthcare | Futures | 2.06% |
| Bharat Electronics Ltd | Industrials | Equity | 1.97% |
| PB Fintech Ltd | Financial | Equity | 1.77% |
| Manappuram Finance Limited_26/05/2026 | Financial | Futures | 1.47% |
| Power Finance Corporation Ltd. 26-MAY-26 | Financial | Futures | 1.42% |
| Colgate-Palmolive (India) Ltd | Consumer Staples | Equity | 1.20% |
| GOVERNMENT OF INDIA 37086 091 DAYS TBILL 22MY26 FV RS 100 | Financial | Treasury Bills | 1.13% |
| GOVERNMENT OF INDIA 37017 091 DAYS TBILL 07MY26 FV RS 100 | Financial | Treasury Bills | 0.76% |
| GOVERNMENT OF INDIA 37077 091 DAYS TBILL 14MY26 FV RS 100 | Financial | Treasury Bills | 0.76% |
| GOVERNMENT OF INDIA 37175 091 DAYS TBILL 04JU26 FV RS 100 | Financial | Treasury Bills | 0.75% |
| GOVERNMENT OF INDIA 37184 091 DAYS TBILL 11JU26 FV RS 100 | Financial | Treasury Bills | 0.75% |
| GOVERNMENT OF INDIA 37370 091 DAYS TBILL 16JL26 FV RS 100 | Financial | Treasury Bills | 0.75% |
| GOVERNMENT OF INDIA 37391 091 DAYS TBILL 23JL26 FV RS 100 | Financial | Treasury Bills | 0.75% |
| GOVERNMENT OF INDIA 37410 091 DAYS TBILL 30JL26 FV RS 100 | Financial | Treasury Bills | 0.75% |
| Tech Mahindra Ltd. 26-MAY-26 | Technology | Futures | 0.70% |
| United Spirits Ltd. 26-MAY-26 | Consumer Staples | Futures | 0.56% |
| Net Payables | Unspecified | Net Payables | -26.35% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | +10.3% | +5.8% | +6.1% | +56.1% |
| Category average (Equity Thematic) | -- | -- | +1.7% | -- |
| Rank (Equity Thematic) | 14 | 17 | 15 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 15 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Fund management
SKSameer KateFeb 2025 - PresentView details
SK
Sameer Kate
Feb 2025 - Present
View details
VPVarun PattaniFeb 2025 - PresentView details
VP
Varun Pattani
Feb 2025 - Present
View details
STSandeep TandonOct 2023 - PresentView details
ST
Sandeep Tandon
Oct 2023 - Present
View details
AKAyusha KumbhatFeb 2025 - PresentView details
AK
Ayusha Kumbhat
Feb 2025 - Present
View details
SSSanjeev SharmaOct 2023 - PresentView details
SS
Sanjeev Sharma
Oct 2023 - Present
View details
AAPAnkit A PandeOct 2023 - PresentView details
AAP
Ankit A Pande
Oct 2023 - Present
View details
YTYug TibrewalMar 2025 - PresentView details
YT
Yug Tibrewal
Mar 2025 - Present
View details
About Quant Momentum Fund Direct Growth
Quant Momentum Fund Direct Growth is a Equity Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 15 Apr 1996. Sameer Kate is the Current Fund Manager of Quant Momentum Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹94,000 Cr and the Latest NAV as of 10 Jun 2026 is ₹15.38.
The Quant Momentum Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000. Exit load of 1%, if redeemed within 15 days.
;
Investment Objective
The scheme seeks to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon. There is no assurance that the investment objective of the Scheme will be realized.;
Fund benchmarkNIFTY 500 Total Return Index
Fund house
Rank (total assets)#34 in India
Total AUM₹94,000.46 Cr
Date of Incorporation15 Apr 1996
Launch Date15 Apr 1996
Address6th Floor, Sea Breeze Building,Appa Saheb Marathe Marg,Prabhadevi, Mumbai 400025
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,