Comprehensive analysis of Quant Focused Fund - Direct (IDCW) (17502) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Quant Money Managers Limited
The scheme seeks to provide capital appreciation by investing in a focused portfolio of Large cap -'bluechip' companies
A comprehensive at-a-glance view of key mutual fund health indicators
Weak Returns
High Risk
Low Expense Ratio
Diversified
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Fund management costs
Outperformance vs benchmark
Historical performance consistency
Recent performance momentum
Risk-adjusted returns
Assets under management
This fund has outperformed its benchmark by 1.73% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 18.71% |
| Grasim Industries Ltd | Diversified | 10.00% |
| Reliance Industries Ltd | Refineries | 9.97% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 8.44% |
| Life Insurance Corporation of India | Insurance | 8.29% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 8.07% |
| Life Insurance Corporation of India | Insurance | 8.05% |
| TREPS | Debt Others | 7.82% |
| Tata Power Company Ltd | Power Generation & Distribution | 7.79% |
| Jio Financial Services Ltd | Finance | 7.72% |
Compare against Focused Fund category average
This comparison shows how the fund performs relative to the Focused Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Focused Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹400.76 | 8.38% | 10.19% | 20.90% |
| SBI Focused Fund (G) | ₹357.09 | 7.96% | 9.29% | 19.84% |
| HDFC Focused Fund - Direct (G) | ₹261.59 | 7.65% | 11.36% | 29.16% |
| HDFC Focused Fund - Regular (G) | ₹230.82 | 7.12% | 10.18% | 27.60% |
| Sundaram Focused Fund - Direct (G) | ₹179.98 | 1.75% | 3.61% | 20.78% |
| Sundaram Focused Fund (G) | ₹162.59 | 1.27% | 2.60% | 19.53% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹162.19 | 6.81% | 9.04% | 21.80% |
| Aditya Birla SL Focused Fund (G) | ₹144.04 | 6.33% | 8.03% | 20.63% |
| Nippon India Focused Fund - Direct (G) | ₹134.33 | 7.68% | 4.14% | 20.24% |
| Franklin India Focused Equity Fund - Direct (G) | ₹122.21 | 3.46% | 3.49% | 22.73% |
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