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Quant Momentum Fund Regular - IDCW Payout

Equity, Thematic, Principal at very high risk

1 Year Return 9.15%

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Fund Details

NAV 14.1446

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount 1000.0

Fund Age(Year) 2.25

Fund Size 1321.26

Fund Performance

1 Month -0.42%

3 Month -2.87%

6 Month 2.22%

1 Year 9.15%

3 Year 0.0%

5 Year 0.0%

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M 0.47% Ret 1Y 10.18% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M 0.47% Ret 1Y 10.18% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 4.17% Ret 1Y 52.35% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 4.17% Ret 1Y 52.35% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.78% Ret 1Y 20.87% Ret 3Y 21.07% Ret 5Y 15.98%

Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M 0.1% Ret 1Y 12.51% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M 0.1% Ret 1Y 12.51% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M 0.1% Ret 1Y 12.51% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.18%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Sameer Kate

Education Bachelor of Computer Science, MBA from IME Pune.

Experience Prior to joining Quant Mutual Fund, he was working with Investec Capital and Kotak Securities,

Sanjeev Sharma

Education Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.

Experience He has total work experience of 17 years including 13 years of experience in the financial market. He specializes in identifying crucial inflexion points in securities.

Vasav Sahgal

Education B.Com. and CFA

Experience Prior to joining ITI AMC, he has worked with Quant Mutual Fund, Eqestar capital as Equity Research Analyst.

Ayusha Kumbhat

Education CFA Level III, BSc (Hons) in Economics, MSc in Behavioural & Experimental Economics

Experience She is working with Quant Mutual fund as Research Analyst for the past 15 months, specializing in investment research.

Varun Pattani

Education Mr. Pattani is an ACA

Experience Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.

Yug Tibrewal

Education B.M.S, CFA L1

Experience Yug is an investment professional with over 2 years of experience in dealing related activities

Sandeep Tandon

Education Mr. Tandon has done MBA (Finance)

Experience Prior to joining Quant Mutual Fund, he has worked with ICICI Securities as Vice President, The Economic Times and IDBI AMC.

Ankit A Pande

Education Mr. Pande has done CFA and MBA

Experience Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk%

AMC and Fund details

Rank (total sets) 45

Date of Incorporation 2023-11-20

Total AUM 2026-01-31

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

Know This Fund

As on 18 Feb 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (92.79%) Market Cap Small Cap 29.06 Large Cap 46.02 Mid Cap 17.7 Top Sectors Financial 37.07 Services 11.01 Healthcare 9.56 Insurance 7.81 Automobile 5.94 Capital Goods 5.84 Metals & Mining 5.8 Consumer Staples 4.73 Materials 2.21 Technology 1.45 Energy 1.36 Top Holding HDFC AMC 1.26 ICICI Bank 9.56 PB Fintech 1.75 Adani Energy Solutions 1.36 HDFC Bank 9.42 Kotak Mahindra Bank 8.3 Adani Green Energy 5.84 Dabur India 0.9 Samvardhana Motherson 0.36 Varun Beverages 2.93 Piramal Finance 8.52 HDFC Life Insurance 5.8 Bajaj Auto 5.58 Wipro 1.45 Adani Enterprises 9.26 Tata Steel 5.8 Colgate-Palmolive (India) 0.9 Aurobindo Pharma 9.56 Coal India 2.21 ICICI Prudential 2.01

Debt & Others (7.209999999999999%) Sector Allocation Treasury Bills 5.56 Net Payables -12.78 Fixed Deposits 14.44 Debt Credit Ratings Debt Category Others 1.66 Reserve Bank of India 5.56

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