Quant Momentum Fund Regular Growth
Medium
Risk
Equity
Other
+
0.00
%
0.00
%
3Y annualised
+
0.59
%
0.59
%
1D
1M
6M
1Y
3Y
All
Fund size
719
NAV:
Mar 7, 2024
13.9191
Sector
Tech
Type
Equity
Launched
Nov 2023
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Reliance Industries Ltd
9.11
%
Housing & Urban Development Corp Ltd
6.59
%
SJVN Ltd
6.28
%
Life Insurance Corporation of India
5.81
%
Capacit'e Infraprojects Ltd
4.76
%
Adani Power Ltd
4.22
%
Indian Railway Catering And Tourism Corp Ltd
3.8
%
Himadri Speciality Chemical Ltd
3.69
%
Bharat Heavy Electricals Ltd
3.17
%
Gujarat Gas Ltd
2.99
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 15.0 Days, 0.0 % if redeemed after 15.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Quant Momentum Fund Regular Growth
More details
Investment objective
The primary investment objective of the scheme is 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
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* Returns are calculated as per lifetime average per annum returns of the fund.
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Monthly SIP
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