- Mutual Funds
- Quant Focused Fund - Direct (G)
Quant Focused Fund - Direct (G)
Focused Fund
- NAV 78.30 (-0.27%)
- Fund Size (Cr) ₹417.18
- Expense Ratio 0.76
- Scheme Type Active Fund
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Value Research
- Minimum investment ₹5000
- Minimum Additional Investment ₹5000
- Minimum SIP Investment ₹1000
- Minimum Withdrawal ₹1000
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Exit Load
1%
- Return Since Launch 18.23%
Basic Details
Sanjeev Sharma
Nifty 500 TRI
OPEN
Lumpsum Returns
SIP Returns
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
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0.04%
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Top 10 stock holding in portfolio
Peer Comparison
- Scheme Name
- Value Research
- Asset Size (Cr)
- 1M
- 3M
- 6M
- 1Y
- 3Y
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Quant Focused Fund - Direct (G)
- 417.18
- 10.94%
- 9.65%
- 25.62%
- 23.56%
- 26.15%
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JM Focused Fund - Direct (IDCW)
- 55.69
- 7.65%
- 7.16%
- 21.66%
- 27.37%
- 19.39%
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JM Focused Fund - Direct (G)
- 55.69
- 7.65%
- 7.16%
- 21.66%
- 27.37%
- 19.39%
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DSP Focus Fund - Direct (G)
- 1914.22
- 9.60%
- 9.59%
- 21.76%
- 27.21%
- 17.86%
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DSP Focus Fund - Direct (IDCW)
- 1914.22
- 9.60%
- 9.59%
- 21.76%
- 27.20%
- 17.86%
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Invesco India Focused 20 Equity Fund - Dir (G)
- 1722.43
- 10.45%
- 13.29%
- 25.87%
- 26.81%
- 22.23%
News
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Quant MF Announces change in scheme name
Quant Mutual Fund has announced change in scheme name under the following scheme, with effect from 20 December 2023:
Change in the name of the Scheme:
Existing Name Revised Name Quant Tax Plan Quant ELSS Tax Saver Fund Powered by Capital Market - Live News
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Quant Mutual Fund Announces change in benchmark under its scheme
Quant Mutual Fund has announced change in the benchmark of Quant Quantamental Fund(?the Scheme?)with immediate effect.
Changes in Benchmark:
Name of Scheme Existing Benchmark Revised 1st Tier Benchmark Quant Quantamental Fund Nifty 500 TRI Nifty 200 Index TRI Powered by Capital Market - Live News
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Quant Teck Fund Announces change in Exit Load Structure
Quant Mutual Fund has announced change in exit load structure under Quant Teck Fund, with effect from September 12, 2023:
Change in Exit Load:
Name of the Scheme Existing Exit Load Revised Exit Load Quant Teck Fund Nil For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrepective of the amount of investment: 1% Powered by Capital Market - Live News
Fund House Details & Investment Objective
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Date of Incorporation
01-Jan-2013
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Total AUM (Cr)
₹417.18
Quant Focused Fund - Direct (G) is an Focused Fund-oriented fund from the renowned AMC, Quant Mutual Fund. Launched in Jan 2013, this fund is managed by Sanjeev Sharma. With assets under management (AUM) worth ₹417.18 (Cr), as of 08-Dec-2023, Quant Focused Fund - Direct (G) is categorized as a Focused Fund within its segment. The fund has generated a return of 18.23% since its launch.
The current NAV of Quant Focused Fund - Direct (G) is ₹78.30, as on 08-Dec-2023. The fund’s benchmark index is Nifty 500 TRI. You can invest in Quant Focused Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹1000 while the minimum lumpsum investment is ₹5000.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrepective of the amount of investment: 1% Nil - For redemption / switch outs after 15 days from the date of allotment.
The fund has generated 26.15% and 21.18% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 63.7% in Equity, 32.47% in Debt and 3.83% in cash and cash equivalents
The top 5 sectors the fund invests in are: 16.66% in Others, 13.05% in Pharmaceuticals & Biotechnology, 11.44% in Debt, 11.02% in Realty and 9.28% in Finance.
FAQs on Quant Focused Fund - Direct (G)
Quant Focused Fund - Direct (G) is a popular fund in the Focused Fund segment. The fund has generated a return of 18.23% since inception. Looking to invest in Quant Focused Fund - Direct (G)? How about earning 1% extra return? All this is possible with m.Stock! Investing in Quant Focused Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Quant Focused Fund - Direct (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Quant Focused Fund - Direct (G) today and reap the benefits of this Focused Fund fund!
In the short term, i.e., 1 year, Quant Focused Fund - Direct (G) has generated annualised return of 23.56%. In the long-term, the fund has generated 26.15% and 21.18% in 3 and 5 years respectively. Since its inception, the fund has generated 18.23% returns.
The expense ratio of Quant Focused Fund - Direct (G) Direct Growth is 0.76%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.
The Assets Under Management (AUM) of Quant Focused Fund - Direct (G) is ₹417.18 (Cr) as of 08 December 2023. AUM shows the fund’s popularity and is often indicative of fund strength.
Redeeming or selling units of Quant Focused Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Quant Focused Fund - Direct (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Quant Focused Fund - Direct (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Yes, you can invest both lumpsum and SIP in Quant Focused Fund - Direct (G). Minimum lumpsum investment Quant Focused Fund - Direct (G) is ₹5000 and minimum SIP amount is ₹1000. Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.
The latest NAV (Net Asset Value) of Quant Focused Fund - Direct (G) is ₹78.30 as on 08 December 2023.
The 5 biggest stock holdings of Quant Focused Fund - Direct (G) are:
Reliance Industr (9.72%), Jio Financial (7.67%), DLF (7.19%), Sun Pharma.Inds. (6.65%), Bikaji Foods (6.04%)
A majority of Quant Focused Fund - Direct (G) 's AUM worth ₹417.18 (Cr) is invested in these 3 top sectors:
- Others: 16.66%
- Pharmaceuticals & Biotechnology: 13.05%
- Debt: 11.44%
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