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Quant Momentum Fund Regular - IDCW Reinvestment
Equity, Thematic, Principal at very high risk
1 Year Return 9.62%
Fund Details
NAV 14.1298
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount 1000.0
Fund Age(Year) 2.25
Fund Size 1321.26
Fund Performance
1 Month -0.52%
3 Month -2.77%
6 Month 1.15%
1 Year 9.62%
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 0.94% Ret 1Y 10.93% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M 0.94% Ret 1Y 10.93% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 5.07% Ret 1Y 58.09% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 5.07% Ret 1Y 58.09% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.48% Ret 1Y 21.52% Ret 3Y 21.17% Ret 5Y 16.18%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.48% Ret 1Y 21.52% Ret 3Y 21.17% Ret 5Y 16.18%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.48% Ret 1Y 21.52% Ret 3Y 21.17% Ret 5Y 16.18%
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 0.87% Ret 1Y 13.93% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M 0.87% Ret 1Y 13.93% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M 0.87% Ret 1Y 13.93% 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
Varun Pattani
Education Mr. Pattani is an ACA
Experience Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.
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.
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,
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.
Yug Tibrewal
Education B.M.S, CFA L1
Experience Yug is an investment professional with over 2 years of experience in dealing related activities
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.
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) 52
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 19 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 Adani Energy Solutions 1.36 PB Fintech 1.75 HDFC Bank 9.42 Kotak Mahindra Bank 8.3 Adani Green Energy 5.84 Dabur India 0.9 Varun Beverages 2.93 Samvardhana Motherson 0.36 Piramal Finance 8.52 Bajaj Auto 5.58 HDFC Life Insurance 5.8 Wipro 1.45 Adani Enterprises 9.26 Colgate-Palmolive (India) 0.9 Tata Steel 5.8 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