Quant Momentum Fund Regular Growth

Fund Overview

Fund Size

₹1,488 Cr

Expense Ratio

2.13%

ISIN

INF966L01CW0

Minimum SIP

₹1,000

Exit Load

1.00%

Inception Date

21 Nov 2023

About this fund

Quant Momentum Fund Regular Growth is a Equity - Other mutual fund schemes offered by Quant Mutual Fund. This fund has been in existence for 2 years and 21 days, having been launched on 21-Nov-23.
As of 11-Dec-25, it has a Net Asset Value (NAV) of ₹14.32, Assets Under Management (AUM) of 1488.12 Crores, and an expense ratio of 2.13%.

Quant Momentum Fund Regular Growth has given a CAGR return of 19.01% since inception.
The fund's asset allocation comprises around 91.16% in equities, 0.00% in debts, and 8.84% in cash & cash equivalents.
You can start investing in Quant Momentum Fund Regular Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

-3.02%

— (Cat Avg.)

Since Inception

+19.01%

— (Cat Avg.)

Portfolio Summaryas of 30th November 2025

Equity	₹1,356.64 Cr	91.16%
Others	₹131.49 Cr	8.84%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Treps 01-Dec-2025 Depo 10	Cash - Repurchase Agreement	₹323.79 Cr	22.15%
Nca-Net Current Assets	Cash	₹-290.09 Cr	19.84%
Piramal Finance Ltd	Equity	₹132.23 Cr	9.04%
Adani Green Energy Ltd	Equity	₹117.42 Cr	8.03%
Future on Reliance Industries Ltd	Equity - Future	₹98.77 Cr	6.76%
DLF Ltd	Equity	₹96.71 Cr	6.61%
Aurobindo Pharma Ltd	Equity	₹87.68 Cr	6.00%
Anthem Biosciences Ltd	Equity	₹85.75 Cr	5.87%
HDFC Life Insurance Co Ltd	Equity	₹80.08 Cr	5.48%
Tata Power Co Ltd	Equity	₹76.09 Cr	5.20%
Adani Enterprises Ltd	Equity	₹61.64 Cr	4.22%
Samvardhana Motherson International Ltd	Equity	₹56.7 Cr	3.88%
Future on Aurobindo Pharma Ltd	Equity - Future	₹55.94 Cr	3.83%
Kotak Mahindra Bank Ltd	Equity	₹50.62 Cr	3.46%
Bajaj Auto Ltd	Equity	₹49.6 Cr	3.39%
Future on Tech Mahindra Ltd	Equity - Future	₹45.72 Cr	3.13%
Future on Bajaj Finance Ltd	Equity - Future	₹43.8 Cr	3.00%
Future on Cipla Ltd	Equity - Future	₹43.52 Cr	2.98%
SRF Ltd	Equity	₹39.23 Cr	2.68%
Future on Bajaj Finserv Ltd	Equity - Future	₹35.9 Cr	2.46%
Future on Adani Green Energy Ltd	Equity - Future	₹-33.46 Cr	2.29%
Future on Britannia Industries Ltd	Equity - Future	₹32.95 Cr	2.25%
Future on ICICI Bank Ltd	Equity - Future	₹29.99 Cr	2.05%
Tata Consumer Products Ltd	Equity	₹23.52 Cr	1.61%
India (Republic of)	Bond - Short-term Government Bills	₹22.94 Cr	1.57%
Future on Tata Consumer Products Ltd	Equity - Future	₹20.98 Cr	1.44%
India (Republic of)	Bond - Short-term Government Bills	₹11.99 Cr	0.82%
India (Republic of)	Bond - Short-term Government Bills	₹11.94 Cr	0.82%
India (Republic of)	Bond - Short-term Government Bills	₹11.93 Cr	0.82%
India (Republic of)	Bond - Short-term Government Bills	₹11.92 Cr	0.82%
India (Republic of)	Bond - Short-term Government Bills	₹9.92 Cr	0.68%
India (Republic of)	Bond - Short-term Government Bills	₹4.96 Cr	0.34%
T-Bill	Bond - Gov't/Treasury	₹4.94 Cr	0.34%
India (Republic of)	Bond - Short-term Government Bills	₹2.97 Cr	0.20%
T-Bill	Bond - Gov't/Treasury	₹1.98 Cr	0.14%
Adani Enterprises Limited Rights	Equity - Warrants/Rights (Call)	₹1.44 Cr	0.10%

Allocation By Market Cap (Equity)

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹262.94 Cr	17.98%
Utilities	₹193.51 Cr	13.24%
Healthcare	₹173.44 Cr	11.86%
Consumer Cyclical	₹106.31 Cr	7.27%
Real Estate	₹96.71 Cr	6.61%
Energy	₹61.64 Cr	4.22%
Industrials	₹39.23 Cr	2.68%
Consumer Defensive	₹23.52 Cr	1.61%

Risk & Performance Ratios

Fund Managers

Sanjeev Sharma

Since November 2023

Ankit A. Pande

Since November 2023

Sandeep Tandon

Since November 2023

Varun Pattani

Since February 2025

Sameer Kate

Since February 2025

Ayusha Kumbhat

Since February 2025

Yug Tibrewal

Since March 2025

Additional Scheme Detailsas of 30th November 2025

ISIN

INF966L01CW0

Expense Ratio

2.13%

Exit Load

1.00%

Fund Size

₹1,488 Cr

Age

2 years

Lumpsum Minimum

₹5,000

Fund Status

Open Ended Investment Company

Benchmark

Nifty 500 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Diviniti Equity Long Short Fund Direct Growth Very High Risk	-	0.0%	-	-
Diviniti Equity Long Short Fund Regular Growth Very High Risk	-	0.0%	-	-
DSP MSCI INDIA ETF Very High Risk	-	-	-	-
Kotak Rural Opportunities Fund Regular Growth Very High Risk	-	0.0%	₹781.99 Cr	-
Kotak Rural Opportunities Fund Direct Growth Very High Risk	-	0.0%	₹781.99 Cr	-
Altiva Hybrid Long-Short Fund Direct Growth Low to Moderate Risk	-	0.0%	-	-
Magnum Hybrid Long Short Fund Regular Growth Low to Moderate Risk	-	0.0%	-	-
Altiva Hybrid Long-Short Fund Regular Growth Low to Moderate Risk	-	0.0%	-	-
Magnum Hybrid Long Short Fund Direct Growth Low to Moderate Risk	-	0.0%	-	-
ICICI Prudential Conglomerate Fund Regular Growth Moderately High risk	2.3%	1.0%	₹875.92 Cr	-
ICICI Prudential Conglomerate Fund Direct Growth Moderately High risk	1.1%	1.0%	₹875.92 Cr	-
qsif Equity Long-Short Fund Direct Growth Very High Risk	-	1.0%	-	-
qsif Equity Long-Short Fund Regular Growth Very High Risk	-	1.0%	-	-
The Wealth Company Ethical Fund Direct Growth Very High Risk	0.8%	0.0%	₹39.10 Cr	-
The Wealth Company Ethical Fund Regular Growth Very High Risk	2.3%	0.0%	₹39.10 Cr	-
Baroda BNP Paribas Business Conglomerates Fund Direct Growth Very High Risk	0.5%	1.0%	₹776.08 Cr	-
Baroda BNP Paribas Business Conglomerates Fund Regular Growth Very High Risk	2.3%	1.0%	₹776.08 Cr	-
Motilal Oswal Nifty Alpha 50 ETF Very High Risk	0.5%	-	₹5.85 Cr	-
Kotak Active Momentum Fund Direct Growth Very High Risk	0.7%	0.0%	₹1393.74 Cr	-
Kotak Active Momentum Fund Regular Growth Very High Risk	2.1%	0.0%	₹1393.74 Cr	-
Motilal Oswal Special Opportunities Fund Direct Growth Very High Risk	2.6%	1.0%	₹68.50 Cr	-
Motilal Oswal Special Opportunities Fund Regular Growth Very High Risk	2.7%	1.0%	₹68.50 Cr	-
Bandhan Multi-Factor Fund Regular Growth Very High Risk	2.4%	0.0%	₹543.89 Cr	-
Bandhan Multi-Factor Fund Direct Growth Very High Risk	0.8%	0.0%	₹543.89 Cr	-
ICICI Prudential Active Momentum Fund Direct Growth Moderate Risk	1.0%	1.0%	₹1378.66 Cr	-
ICICI Prudential Active Momentum Fund Regular Growth Moderate Risk	2.2%	1.0%	₹1378.66 Cr	-
Axis Services Opportunities Fund Direct Growth Very High Risk	0.7%	1.0%	₹1978.87 Cr	-
Axis Services Opportunities Fund Regular Growth Very High Risk	2.0%	1.0%	₹1978.87 Cr	-
Nippon India MNC Fund Direct Growth Very High Risk	1.2%	1.0%	₹435.58 Cr	-
Nippon India MNC Fund Regular Growth Very High Risk	2.5%	1.0%	₹435.58 Cr	-
HDFC Innovation Fund Direct Growth Very High Risk	0.7%	1.0%	₹2769.30 Cr	-
HDFC Innovation Fund Regular Growth Very High Risk	2.0%	1.0%	₹2769.30 Cr	-
Mirae Asset Nifty India Internet ETF Very High Risk	0.2%	-	₹16.52 Cr	-
Motilal Oswal Nifty India Tourism ETF Very High Risk	0.5%	-	₹4.94 Cr	-
Motilal Oswal Nifty India Manufacturing ETF Very High Risk	0.5%	-	₹1.90 Cr	-
Motilal Oswal Services Fund Direct Growth Very High Risk	2.5%	1.0%	₹72.74 Cr	-
Motilal Oswal Services Fund Regular Growth Very High Risk	2.6%	1.0%	₹72.74 Cr	-
ICICI Prudential Quality Fund Direct Growth Very High Risk	0.8%	1.0%	₹2326.34 Cr	-
ICICI Prudential Quality Fund Regular Growth Very High Risk	2.0%	1.0%	₹2326.34 Cr	-
Motilal Oswal Nifty Capital Market ETF Very High Risk	0.5%	-	₹108.66 Cr	-
Axis Nifty500 Momentum 50 ETF Very High Risk	-	-	-	-
Mirae Asset BSE Select IPO ETF Very High Risk	0.3%	-	₹18.16 Cr	-
Mirae Asset BSE Select IPO ETF Fund of Fund Regular Growth Very High Risk	0.7%	0.0%	₹7.71 Cr	-
Mirae Asset BSE Select IPO ETF Fund of Fund Direct Growth Very High Risk	0.1%	0.0%	₹7.71 Cr	-
Motilal Oswal Active Momentum Fund Direct Growth Very High Risk	2.6%	1.0%	₹221.90 Cr	-
Motilal Oswal Active Momentum Fund Regular Growth Very High Risk	2.7%	1.0%	₹221.90 Cr	-
Nippon India Active Momentum Fund Regular Growth Very High Risk	1.6%	1.0%	₹307.02 Cr	-
Nippon India Active Momentum Fund Direct Growth Very High Risk	0.7%	1.0%	₹307.02 Cr	-
Groww Nifty 200 ETF Very High Risk	0.3%	-	₹14.64 Cr	-
Groww Nifty 200 ETF FoF Direct Growth Very High Risk	0.1%	1.0%	₹6.25 Cr	-

About the AMC

Quant Mutual Fund

022-62955000

https://quantmutual.com/

Total AUM

₹97,525 Cr

Address

A.M. Road, Prabhadevi, Mumbai, 400025

Other Funds by Quant Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
qsif Equity Ex-Top 100 Long-Short Fund Direct Growth Very High Risk	-	1.0%	-	-
qsif Hybrid Long-Short Fund Direct Growth Very High Risk	-	0.0%	-	-
qsif Equity Long-Short Fund Direct Growth Very High Risk	-	1.0%	-	-
quant Equity Savings Fund Direct Growth Moderate Risk	0.6%	1.0%	₹41.57 Cr	-
Quant Arbitrage Fund Direct Growth Low Risk	0.3%	0.0%	₹170.98 Cr	-
Quant PSU Fund Direct Growth Very High Risk	1.0%	1.0%	₹597.14 Cr	-8.1%
Quant Consumption Fund Direct Growth Very High Risk	0.9%	1.0%	₹230.58 Cr	-12.3%
Quant Commodities Fund Direct Growth Very High Risk	1.0%	1.0%	₹353.67 Cr	-10.3%
Quant Momentum Fund Direct Growth Very High Risk	0.9%	1.0%	₹1488.12 Cr	-1.8%
Quant Teck Fund Direct Growth Very High Risk	0.9%	1.0%	₹329.63 Cr	-15.7%
Quant Value Fund Direct Growth Very High Risk	0.5%	1.0%	₹1739.97 Cr	-3.7%
Quant BFSI Fund Direct Growth Very High Risk	0.8%	1.0%	₹680.73 Cr	18.2%
quant Healthcare Fund Direct Growth Very High Risk	0.8%	1.0%	₹383.96 Cr	-5.2%
Quant Quantamental Fund Direct Growth Very High Risk	0.7%	1.0%	₹1694.29 Cr	2.5%
Tata Quant Fund Direct Growth Very High Risk	0.9%	1.0%	₹61.70 Cr	8.5%
Quant Focused fund Direct Growth Very High Risk	0.8%	1.0%	₹975.16 Cr	-0.8%
Quant Large and Mid Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹3548.74 Cr	-3.5%
Quant Active Fund Direct Growth Very High Risk	0.6%	1.0%	₹9322.61 Cr	-8.2%
Quant Small Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹30504.39 Cr	-7.5%
Quant Absolute Fund Direct Growth Very High Risk	0.8%	1.0%	₹2128.84 Cr	6.5%
Quant Infrastructure Fund Direct Growth Very High Risk	0.7%	0.0%	₹3302.59 Cr	-6.2%
Quant Multi Asset Fund Direct Growth Very High Risk	0.6%	1.0%	₹4056.73 Cr	11.7%
Quant Flexi Cap Fund Direct Growth Very High Risk	0.7%	1.0%	₹6889.95 Cr	-0.1%
Quant Tax Plan Direct Growth Very High Risk	0.6%	0.0%	₹12514.16 Cr	2.7%
Quant Liquid Plan Direct Growth Low to Moderate Risk	0.3%	0.0%	₹1708.17 Cr	6.6%
Quant Mid Cap Fund Direct Growth Very High Risk	0.7%	0.0%	₹8525.04 Cr	-7.2%
Quant Gilt Fund Direct Growth Moderate Risk	0.3%	0.0%	₹111.73 Cr	4.5%
Quant Manufacturing Fund Direct Growth Very High Risk	0.9%	1.0%	₹785.85 Cr	-9.8%
Quant Business Cycle Fund Direct Growth Very High Risk	0.6%	1.0%	₹1154.66 Cr	-9.0%
Quant ESG Equity Fund Direct Growth Very High Risk	0.9%	1.0%	₹273.90 Cr	-1.4%
Quant Overnight Fund Direct Growth Low Risk	0.1%	0.0%	₹59.58 Cr	5.8%
Quant Large Cap Fund Direct Growth Very High Risk	0.4%	1.0%	₹2823.91 Cr	1.3%
Quant Dynamic Asset Allocation Fund Direct Growth Very High Risk	0.7%	1.0%	₹1137.13 Cr	1.8%

Risk Level

Your principal amount will be at Very High Risk

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Still got questions?
We're here to help.

What is the current NAV of Quant Momentum Fund Regular Growth?

The NAV of Quant Momentum Fund Regular Growth, as of 11-Dec-2025, is ₹14.32.

What is the portfolio composition of Quant Momentum Fund Regular Growth?

The fund's allocation of assets is distributed as 91.16% in equities, 0.00% in bonds, and 8.84% in cash and cash equivalents.

Who manages the Quant Momentum Fund Regular Growth?

The fund managers responsible for Quant Momentum Fund Regular Growth are:-

Sanjeev Sharma
Ankit A. Pande
Sandeep Tandon
Varun Pattani
Sameer Kate
Ayusha Kumbhat
Yug Tibrewal

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Fund Overview

Fund Size

₹1,488 Cr

Expense Ratio

2.13%

ISIN

INF966L01CW0

Minimum SIP

₹1,000

Exit Load

1.00%

Inception Date

21 Nov 2023

Risk Level

Your principal amount will be at Very High Risk