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Quant Momentum Fund Regular - Growth Quant Momentum Fund Regular - Growth

Quant Momentum Fund Regular - Portfolio Analysis

  • ₹14.68 (0.51%)

    Current NAV 13-12-2024

  • 39.5%

    Returns

  • Min. SIP ₹1000

    Min. Investment ₹5000

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Overview Returns Risk Portfolio Investment Details Fund Suitability Test Fund Suitability Test

Asset Allocation (As on 30-Sep-2024)

Allocation of Equity and Debt Asset Classes.

  • Equity 96.17%
  • Debt 3.42%

Market Cap Allocation Of Equity

Shows Distribution among Different Size Companies.

Category Allocation
Large Cap 55.28
Others 20.95
Mid Cap 10.09
Small Cap 9.85

Sector Allocation of Equity

Weightage of Portfolio Among Different Sectors.

Diversified FMCG

Insurance

Petroleum Products

Construction

Pharmaceuticals & Biotechnology

Power

Transport Services

Finance

Entertainment

Auto Components

Realty

Gas

Automobiles

Current Stocks Holdings of Equity

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
Reliance Industries Limited Large Cap Petroleum Products (16.73) 9.48% 25.37 4.66%
ITC Limited Large Cap Diversified FMCG (28.12) 9.26% 28.63 3.19%
Bajaj Finance Limited 31/10/2024 8.93% - 0%
Larsen & Toubro Limited Large Cap Construction (44.61) 8.19% 40.45 14.42%
Life Insurance Corporation Of India Large Cap Insurance (21.48) 7.96% 14.21 15.89%
Tata Power Company Limited Large Cap Power (24.69) 6.21% 36.54 26.7%
Container Corporation of India Ltd Mid Cap Transport Services (42.47) 5.39% 39.51 -4.67%
HDFC Life Insurance Co Ltd Large Cap Insurance (21.48) 4.63% 80.37 -9.42%
Aurobindo Pharma Limited Mid Cap Pharmaceuticals & Biotechnology (48.5) 4.26% 19.59 16.75%
Hindustan Unilever Limited Large Cap Diversified FMCG (38.82) 4.22% 0 0%
Grasim Industries Ltd 31/10/2024 3.17% - 0%
ACC Limited 31/10/2024 3.1% - 0%
SUN TV Network Limited Small Cap Entertainment (32.89) 3.03% 0 -100%
Samvardhana Motherson International Ltd Large Cap Auto Components (112.37) 2.96% 30.5 71.71%
Piramal Enterprises Limited Small Cap Finance (30.66) 2.85% -14.89 37.11%
Divis Laboratories Limited 31/10/2024 2.42% - 0%
Manappuram Finance Ltd 31/10/2024 2.38% - 0%
Kolte - Patil Developers Limited Small Cap Realty (113.92) 1.79% -38.4 -23.55%
GAIL (India) Limited Large Cap Gas (17) 1.45% 11.68 45.32%
Alembic Pharmaceuticals Limited Small Cap Pharmaceuticals & Biotechnology (48.5) 1.12% 32.3 40.87%
Popular Vehicles And Services Limited Small Cap Automobiles 1.06% - 0%
GAIL (India) Limited 31/10/2024 0.95% - 0%
Zydus Lifesciences Limited Large Cap Pharmaceuticals & Biotechnology (48.5) 0.92% 22.16 52.31%
Aditya Birla Capital Limited Mid Cap Finance (38.89) 0.44% 13.7 19.87%

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Market Cap Allocation Of Debt

Shows Distribution among Different Size Companies.

Category Allocation
Others 3.42

Sector Allocation of Debt

Weightage of Portfolio Among Different Sectors.

Current Stocks Holdings of Debt

Information on Stock Holdings in Portfolio

Stocks Market Cap Sectors (PE Ratio)
01-Jan-1970
Holdings PE Ratio
01-Jan-1970
1Y Return
91 Days Treasury Bill 31-Oct-2024 2.14% - 0%
91 Days Treasury Bill 15-Nov-2024 1.28% - 0%

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  • Aggressive investment styleAggressive

  • Quality investment styleQuality

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Frequently Asked Questions

What is Market cap allocation in the portfolio?

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.

Top 5 holdings for Quant Momentum Fund Regular ?

The top holdings of this fund are

How do I create a good mutual fund portfolio?

Building a good portfolio requires proper research and knowing about goals that need to be achieved. Set a boundary for your risk capacity, study about different funds and look at its past performance. Balance portfolio according to set goals and stay informed.

How to maintain a good portfolio?

Timely monitoring of the portfolio keeps us aware of the changes in the ongoing market trends. It helps in making plans for any policy change.

What is sector allocation in the portfolio?

The distribution of assets among various economic sectors is referred to as sector allocation in a portfolio. These sectors include technology, healthcare, financial, energy, and many others.

Top 5 Sector for Quant Momentum Fund Regular ?

The major sectors of this fund are .

What is the ideal number of funds to have in a portfolio?

There is no ideal number, but it is always advisable to keep 4-5 funds in the portfolio as it can be easy to manage them and correct decisions can be taken according to it. Diversification is the key to manage and balance your portfolio for smooth growth.

How does risk tolerance play a role in determining portfolio allocation?

Risk tolerance is an important factor in maintaining portfolio allocation. With the correct mix of assets, the value of investments can improve significantly.

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