Quant Focused Fund - Growth Option - Regular Plan
(Erstwhile Escorts Leading Sectors Fund - Growth Option )
| Category: Equity: Focused |
| Launch Date: 01-08-2008 |
| Asset Class: Equity |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 2.2% As on ( 31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,027.19 Cr As on ( 31-07-2025) |
| Turn over: |
NAV (₹):
83.9282
₹
0.2
(
0.2437%
)
as on
13-08-2025
CAGR
Since Inception -
13.29%
NIFTY 500 TRI -
12.42%
Fund Managers
Mr. Ankit Pande
Investment Objective
The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a focused portfolio of Large Cap – ‘blue chip’ – companies. There is no assurance that the investment objective of the Scheme will be realized.
PERFORMANCE of Quant Focused Fund - Growth Option - Regular Plan
Scheme Performance (%) Data as on - 13-08-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Quant Focused Fund - Growth Option - Regular Plan | -7.32 | 14.58 | 21.05 | 13.97 | 13.29 |
| NIFTY 500 TRI | 0.97 | 15.51 | 20.76 | 13.78 | 12.42 |
| Equity: Focused | 1.16 | 15.35 | 19.24 | 12.94 | 14.94 |
RETURNS CALCULATOR for Quant Focused Fund - Growth Option - Regular Plan
Growth of 10000 In SIP (Fund vs Benchmark)
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Quant Focused Fund - Growth Option - Regular Plan
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Quant Focused Fund - Growth Option - Regular Plan | 14.85 | 0.72 | -1.1 | 1.07 | - | - |
| Equity: Focused | - | - | - | - | - | - |
PEER COMPARISION
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Quant Focused Gr | 01-08-2008 | -7.32 | 14.09 | 14.58 | 21.05 | 13.97 |
| Bandhan Focused Fund Reg Gr | 16-03-2006 | 9.53 | 21.51 | 17.63 | 17.69 | 12.34 |
| HDFC Focused Fund GR | 05-09-2004 | 8.9 | 23.03 | 22.17 | 27.07 | 14.12 |
| Canara Robeco Focused Fund Reg Gr | 05-05-2021 | 8.2 | 20.17 | 17.42 | 0.0 | 0.0 |
| Invesco India Focused Gr | 08-09-2020 | 7.29 | 31.77 | 23.8 | 0.0 | 0.0 |
| ICICI Pru Focused Equity Gr | 05-05-2009 | 6.05 | 23.63 | 21.53 | 24.08 | 14.84 |
| Mirae Asset Focused Reg Gr | 05-05-2019 | 5.57 | 11.62 | 10.26 | 16.69 | 0.0 |
| SBI FOCUSED FUND Reg PLAN Gr | 01-10-2004 | 5.31 | 15.56 | 14.09 | 18.81 | 13.92 |
| Axis Focused Fund Reg Gr | 02-05-2012 | 4.31 | 14.76 | 9.19 | 13.49 | 11.61 |
| ITI Focused Fund Reg Gr | 19-06-2023 | 3.92 | 22.59 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
PORTFOLIO ANALYSIS of Quant Focused Fund - Growth Option - Regular Plan
Portfolio as on