Benchmark Debt Fund 8%
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Stocks - Q : Quality | V : Valuation | PT : Price Trend
Funds - P : Performance | Q : Quality
Funds - P : Performance | Q : Quality
| 9 Year | 5 Year | 3 Year | 1 Year | |
|---|---|---|---|---|
Benchmark# BM# Returns(%) | 13.15 | 22.29 | 10.43 | 5.34 |
Fund Returns(%) | 16.23 | 28.48 | 11.05 | -1.81 |
Implied Investor Returns(%) IR | 10.57 | 10.6 | 10.1 | -6.76 |
Quant Absolute Fund is a Hybrid - Aggressive Hybrid Fund with an 2,000(Cr) AUM. It is Open Ended scheme launched on 20 Mar 2001. Currently, Sandeep Tandon and Ankit Pande as the fund managers managing the fund. Benchmark of the scheme is NIFTY 50 Hybrid Composite Debt 65:35 Index.
| 1 Year | 3 Year | 5 Year | 9 Year | |
|---|---|---|---|---|
Upside % | 84 | 91 | 95 | 85 |
Downside % | 48 | 46 | 50 | 42 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
Fund | 0.03% | 0.09 | 0.18 | 0.40 | 2.42 | -0.98% |
Benchmark# | 0.00% | 0.86 | -0.02 | -0.04 | 2.42 | - |
| Average Rolling Return | Standard Deviation | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | 9 Year | 1 Year | 3 Year | 5 Year | 9 Year | |
Fund | 19.70 | 18.24 | 16.36 | 13.39 | 23.15 | 9.03 | 5.33 | 4.34 |
Benchmark# | 14.06 | 12.39 | 11.65 | 10.61 | 16.87 | 4.86 | 3.44 | 2.76 |
| Company (Q) | Sector | % Assets |
|---|---|---|
| Oil & Gas | 9.93 | |
| Construction & Infrastructure | 6.93 | |
| BFSI | 5.95 | |
| BFSI | 5.95 | |
| Miscellaneous | 5.59 | |
| FMCG | 5.45 | |
| Construction & Infrastructure | 5.35 | |
| BFSI | 5.3 | |
| Construction & Infrastructure | 5.1 | |
| 4.77 |
Launch Date | 20 Mar 2001 |
Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index |
Performance comparison Benchmark# | NIFTY 50 |
Riskometer | Very High |
Turnover | 226% |
Type | Open ended scheme |
Return Since Launch | 17.37% |
Min. Investment | 5000.00 |
Min. Additional investment Min. Add. inv. | 1000.00 |
Min. SIP | 1000.00 |
Min. Cheques | 6 |
Min. Withdrawal | 1.00 |
Exit Load | 1.00% |
Remark | 1% on or before 15D, Nil after 15D |
Quant Absolute Fund - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | 11.05 | 28.48 | 16.23 |
| Average Rolling Returns(%) | 19.70 | 18.24 | 16.36 | 13.39 |
The Current NAV of Quant Absolute Fund - Growth is ₹396.95.
You can consider SIP in Quant Absolute Fund - Growth as it has outperformed the benchmark most of the time and has a Somewhat good quality portfolio. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
Quant Absolute Fund - Growth fund’s expense ratio is 2.05%
The process for redemption is
The AUM of Quant Absolute Fund - Growth is currently ₹2,000 Crores.
The Top three stocks are Reliance Industries, Larsen & Toubro and JIO Financial Serv. and account for 23% of its portfolio. Top 5 and 10 stocks of fund account for 34% and 58% of fund’s portfolio respectively.
Top three sectors of Quant Absolute Fund - Growth fund are BFSI, Others and Construction & Infrastructure accounting for 63% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Aggressive Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Quant Absolute Fund - Growth Fund is Hybrid - Aggressive Hybrid Fund.
Sandeep Tandon and Ankit Pande manage the Quant Absolute Fund - Growth Fund.
Quant Absolute Fund - Growth current PE ratio is 45.80 and PB ratio is 6.64
The asset allocation of Quant Absolute Fund - Growth is Stocks : 66.09%, Debt : 26.16% and Gold : 7.73%
The minimum SIP amount for Quant Absolute Fund - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for Quant Absolute Fund - Growth is 1% on or before 15 days, Nil after 15 days
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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