Investment Objective and Approach

The scheme seeks to achieve long-term capital appreciation for its investors. This objective will be pursued by strategically investing in a diversified portfolio of equity and equity-related instruments. The selection of these instruments will be based on a quantitative model meticulously designed to identify potential investment opportunities that exhibit the potential for significant capital appreciation over the specified investment horizon.

Quant Momentum Fund is a thematic mutual fund that invests in securities across market capitalizations that exhibit strong 'momentum characteristics'. The fund managers at Quant actively apply the 'momentum' thesis. This means that stocks in the market that are trending upward may continue their upward trajectory for a certain period.

This strategy, also known as 'trend following', is combined with tactical allocation, behavioural insights, and risk management to build the portfolio for Quant Momentum Fund Direct Growth. The fund follows the Nifty 500 TRI as its benchmark index, which helps it measure its performance against the broader market.

The investment approach focuses on identifying stocks showing strong price momentum across various sectors including:

- Fund maintains a strong focus on sectors like Financials, Energy, Infrastructure, FMCG, Healthcare, etc.

Fund Managers

Sanjeev Sharma serves as the primary fund manager of Quant Momentum Fund Direct Growth fund. Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune. He has total work experience of 17 years including 13 years of experience in the financial market.

Experience: Over 10 Years experience in Debt Research and He has had an 11-year long association with Quant Mutual Fund. He is an alumnus of Symbiosis Institute of Pune and is a Post Graduate in Management Studies. He has advanced degrees in Forex management and Risk Mitigation from the London Academy of Professional Education.

Sanjeev Sharma, Fund Manager at Quant Mutual Fund, manages 24 schemes with an AUM of ₹46,214 Cr (as of latest available data).

Co-Fund Manager: The fund managers are Ankit A. Pande, Sanjeev Sharma.

About the Fund House (AMC)

Quant Mutual Fund is a prominent asset management company in India that focuses on active management & dynamic investing. The fund house has established itself as a significant player in the Indian mutual fund industry with a diverse range of investment products.

Quant AMC operates with a quantitative approach to investment management, leveraging data-driven models and systematic investment processes. The fund house offers various investment solutions including money market fund, capital protection fund & guarantee fund along with equity-oriented schemes.

The company works with KFinTech as its registrar and transfer agent, which has a reach of more than 200 branches across India, KFintech constantly strives to offer top-notch 'over the counter' services to investors. Investor service centers (ISCs)/ 'Branches' are the points of contact for all transactions and are equipped with state-of-the-art infrastructure allowing easy access to information, products and services.

Should I Invest in Quant Momentum Fund?

This fund is suitable for investors who:

Investment Profile:

- Seek long-term capital appreciation through equity investments

- Have a high-risk tolerance as The Quant Momentum Fund Direct Growth is rated Very High risk.

- Believe in momentum-based investment strategy

- Want exposure to a diversified portfolio across market capitalizations

Key Investment Metrics (as of August 2025):

- Asset Under Management(AUM) of ₹99,091 Cr and the Latest NAV as of 19 Aug 2025 is ₹14.47.

- The expense ratio of Quant Momentum Fund - Direct (G) Direct Growth is 0.81%.

- The minimum investment required to start investing in Quant Momentum Fund - Direct Plan is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.

- The exit load is 1% if redeemed in 0-15 Days.

Performance Considerations:

- The fund has generated a return of 32.27% since inception.

- Quant Momentum Fund fund has generated a return of -4.52% in 1 year

This fund is not suitable for conservative investors or those seeking guaranteed returns. It's designed for investors with a long-term investment horizon who can tolerate high volatility in pursuit of potentially higher returns.

FAQs

What is today's NAV of Quant Momentum Fund?

The Latest NAV as of 19 Aug 2025 is ₹14.47. NAV is updated daily and reflects the per-unit value of the fund.

What is the AUM of Quant Momentum Fund?

The fund currently has an Asset Under Management(AUM) of ₹99,091 Cr as of August 19, 2025. AUM indicates the total value of assets managed by the fund.

What is the expense ratio of Quant Momentum Fund?

The expense ratio of Quant Momentum Fund - Direct (G) Direct Growth is 0.81%. This is the annual fee charged for fund management services.

What are the returns of Quant Momentum Fund since inception?

The fund has generated a return of 32.27% since inception. Past performance doesn't guarantee future results.

What is the minimum SIP amount to invest in Quant Momentum Fund?

The minimum investment required to start investing in Quant Momentum Fund - Direct Plan is ₹5,000 for the lump sum option and ₹1,000 for the SIP (Systematic Investment Plan) option.

How do I invest in Quant Momentum Fund?

You can invest through Allvest platform, directly from Quant Mutual Fund website, or through registered mutual fund distributors. Choose between direct and regular plans based on your preference.

How to start a SIP in Quant Momentum Fund?

Register with Allvest, complete KYC, select the fund, choose SIP option, set amount (minimum ₹1,000), and provide bank mandate for automatic deductions.

How do I automate an SIP in Quant Momentum Fund?

Set up auto-debit through bank mandate or UPI during SIP registration with Allvest. This ensures automatic monthly investments without manual intervention.

How can I withdraw/redeem my investment in Quant Momentum Fund?

Submit redemption request through Allvest platform or fund house. The exit load is 1% if redeemed in 0-15 Days. Funds are typically credited within 2-3 working days.