This CRISIL-rated 5-star multi-cap fund outperformed the category average; Learn more


Quant Active Fund – Direct Growth Plan

Launched by Quant Mutual Fund, the Quant Active Fund – Direct Plan-Growth plan currently has an AUM of Rs 1,720 crore. It is a small open-ended fund of its category. The net asset value of the fund is Rs 403.9921 as of January 25, 2022. The fund was launched on January 1, 2013 and is currently managed by Sanjeev Sharma and Ankit A Pande. The fund has an expense ratio of 0.58%, which is below the category average. With a diversified portfolio of large, mid and small capitalization companies, the program strives to provide long-term capital appreciation and income. The ability of the fund’s direct growth program to generate consistent returns is superior to that of most funds in its class. Its ability to control losses in a falling market is high. They are categorized as low to moderate risk and the minimum SIP is set at Rs 1000 with the minimum lump sum investment set at INR 5000.

Return

Return

As for Active Fund Direct-Growth, the returns for the past year are higher than the average returns for the category over the same period. The fund has given good returns in 2, 3 and 5 years. It outperformed the average returns for the category. Since its launch, it has generated average annual returns of 20.43%, almost double the average returns in its category.

Flat rate returns

Period invested Absolute returns Annualized returns Category average
1 year 36.24% 36.24% 20.14%
2 years 113.88% 46.17% 24.35%
3 years 137.34% 33.35% 22.06%
5 years 187.09% 23.44% 15.73%
Since the creation 446.69% 20.43% 11.41%

SIP Returns

Period invested Absolute returns Annualized returns
1 year 7.42% 13.91%
2 years 55.11% 48.54%
3 years 76.76% 40.60%
5 years 101.90% 28.48%
Wallet

Wallet

The fund is invested in Indian stocks 98.51% of the time, with 45.28% in large cap stocks, 15.56% in mid cap stocks and 26.86% in small cap stocks. The services, consumer staples, construction, financials, metals and mining sectors make up the majority of the fund’s holdings. Compared to other funds in the category, it has less exposure to the services and consumer staples sectors. Vedanta Ltd., ITC Ltd., Reliance Industries Ltd., State Bank of India and Larsen & Toubro Ltd. are the fund’s top five holdings.

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