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quant Momentum Fund - Growth Option - Regular Plan is an equity scheme managed by Quant Mutual Fund. It has ranked in the top half of its category for 1 of the last 2 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.61% on assets of ₹1,328Cr. The fund is currently managed by Yug Tibrewal, appointed within the last year.
Lower is better.
| Holding | Sector | Weight |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Piramal Finance Limited | Financial Services | 9.78% |
| Varun Beverages Ltd | Consumer Defensive | 5.20% |
| Kotak Mahindra Bank Limited | Financial Services | 3.46% |
| Sai Parenterals Limited | Healthcare | 3.38% |
| Sector | Holdings | Weight |
|---|---|---|
| Metals & Minerals Trading | 1 | 10.97% |
| Finance | 1 | 9.78% |
| Power | 1 | 8.97% |
| Banks | 1 | 8.73% |
| Pharmaceuticals & Biotechnology | 1 | 7.53% |
| Beverages | 1 | 5.20% |
| Insurance | 1 | 4.66% |
| Pharmaceuticals | 1 | 3.38% |
| Electrical Equipment | 1 | 3.13% |
| Capital Markets | 1 | 2.51% |
| Aerospace & Defense | 1 | 1.97% |
| Financial Technology (Fintech) | 1 | 1.77% |
| Personal Products | 1 | 1.20% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
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| Positive % |
|---|
| 1Y | -15.56% | -5.95% | -0.83% | 5.03% | 45.00% | 47.3% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 21.8% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 7 data points.
| 5Y |
|---|
| Star |
|---|
| SBI COMMA Fund - REGULAR PLAN - Growth | SBI Mutual Fund | ₹1,081 Cr | 2.21% | +20.98% | +12.53% | 4★ |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | Edelweiss Mutual Fund | ₹984 Cr | 2.25% | +17.79% | +12.69% | 4★ |
| Sundaram Services Fund Regular Plan - Growth | Sundaram Mutual Fund | ₹4,624 Cr | 1.85% | +14.19% | +14.23% | 3★ |
| Taurus Ethical Fund - Regular Plan - Growth | Taurus Mutual Fund | ₹395 Cr | 2.77% | +13.30% | +10.29% | 3★ |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | SBI Mutual Fund | ₹211 Cr | 0.75% | +10.03% | +10.36% | 3★ |
| Tata Housing Opportunities Fund - Regular Plan - Growth | Tata Mutual Fund | ₹476 Cr | 2.48% | +8.87% | — | 3★ |
| Tata Ethical Fund-Regular Plan - Growth Option | Tata Mutual Fund | ₹3,704 Cr | 1.94% | +6.53% | +8.61% | 2★ |
| SBI Quality Fund - Regular Plan - Growth | SBI Mutual Fund | ₹2,306 Cr | 2.01% | — | — | — |
| quant Commodities Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹344 Cr | 2.68% | — | — | 3★ |
| HSBC India Export Opportunities Fund - Regular Growth | HSBC Mutual Fund | ₹1,176 Cr | 2.20% | — | — | 2★ |