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Stocks - Q : Quality | V : Valuation | PT : Price Trend
Funds - P : Performance | Q : Quality
Funds - P : Performance | Q : Quality
Quant Active Fund - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 35.31 | 17.86 | 27.79 | 20.56 |
| Average Rolling Returns(%) | 26.86 | 22.57 | 18.65 | 15.30 |
The Current NAV of Quant Active Fund - Growth is ₹662.12.
You can consider SIP in Quant Active 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 500 returns, as Funds portfolio is significantly different.
Quant Active Fund - Growth fund’s expense ratio is 1.71%
The process for redemption is
The AUM of Quant Active Fund - Growth is currently ₹10,531 Crores.
The Top three stocks are Reliance Industries, Aurobindo Pharma and ITC and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 44% of fund’s portfolio respectively.
Top three sectors of Quant Active Fund - Growth fund are BFSI, FMCG and Construction & Infrastructure accounting for 40% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Multi Cap 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 Active Fund - Growth Fund is Equity - Multi Cap Fund.
Ankit Pande and Vasav Sahgal manage the Quant Active Fund - Growth Fund.
Quant Active Fund - Growth current PE ratio is 42.61 and PB ratio is 6.58
The asset allocation of Quant Active Fund - Growth is Stocks : 92.01%, Debt : 6.96% and Gold : 0.99%
The minimum SIP amount for Quant Active Fund - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for Quant Active 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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