April 21, 2026
RA Jainee
Quant Momentum Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 14.44 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 14.42 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 1,157 Cr |
| (As on 31-Mar-2026) | |
| Expense | 1.08% |
| 1 Year Return (%) | 4.76 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 16.42% |
⚖️ Sahifund Review – Quant Momentum Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
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. There is no assurance that the investment objective of the Scheme will be realized.
Fund Manager:
1) Ayusha Kumbhat
Education: CFA Level III, BSc (Hons) in Economics, MSc in Behavioural & Experimental Economics
Experience: She is working with Quant Mutual fund as Research Analyst for the past 15 months, specializing in investment research.
2) Varun Pattani
Education: Mr. Pattani is an ACA
Experience: Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.
3) Yug Tibrewal
Education: B.M.S, CFA L1
Experience: Yug is an investment professional with over 2 years of experience in dealing related activities
4) Ankit A Pande
Education: Mr. Pande has done CFA and MBA
Experience: Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.
5) Sameer Kate
Education: Bachelor of Computer Science, MBA from IME Pune.
Experience: Prior to joining Quant Mutual Fund, he was working with Investec Capital and Kotak Securities,
6) Sandeep Tandon
Education: Mr. Tandon has done MBA (Finance)
Experience: Prior to joining Quant Mutual Fund, he has worked with ICICI Securities as Vice President, The Economic Times and IDBI AMC.
7) Sanjeev Sharma
Education: Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
Experience: He has total work experience of 17 years including 13 years of experience in the financial market. He specializes in identifying crucial inflexion points in securities.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 15 days |
Basic Details of Quant Momentum Fund
| Fund House | Quant Mutual Fund |
| Launch Date | 20-Nov-23 |
| Return Since Launch | 16.42% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,157 Cr |
| (As on 31-Mar-2026) | |
| Expense | 1.08% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Quant Momentum Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quant Momentum Dir | -2.42 | -0.23 | 7.02 | 1.30 | -0.23 | 4.76 | — | — | — | — |
| BSE 500 TRI | -4.23 | -0.02 | 7.18 | -0.36 | -3.51 | 6.08 | — | — | — | — |
Peer Comparison of Quant Momentum Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Quant Momentum Dir | Unrated | 4.76 | — | — | 1.08 | 1,157 | 16.42 | 1.00 (15) | 2Y 5M | — |
| ICICI Pru India Opportunities Dir | Unrated | 8.96 | 23.54 | 24.33 | 0.67 | 32,925 | 20.99 | 1.00 (365) | 7Y 3M | 61.00 |
| Franklin India Opportunities Dir | Unrated | 8.21 | 28.61 | 21.67 | 0.58 | 7,578 | 17.24 | 1.00 (365) | 13Y 3M | 57.81 |
| HDFC Defence Dir | Unrated | 30.17 | — | — | 0.83 | 7,305 | 40.90 | 1.00 (365) | 2Y 10M | 16.68 |
| Sundaram Services Dir | Unrated | 4.78 | 18.37 | 18.98 | 0.69 | 4,146 | 18.79 | 1.00 (365) | 7Y 7M | 26.90 |
Quant Momentum Fund Portfolio
| No. of Stocks | 28 |
| Top 10 Stocks | 62.05% |
| Top 5 Stocks | 42.44% |
| Top 3 Sectors | 67.89% |
| Portfolio P/B Ratio | 2.71 |
| Portfolio P/E Ratio | 25.76 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,54,157 | 1,27,961 |
| Giant (%) | — | — |
| Large (%) | 65.16 | 53.51 |
| Mid (%) | 34.84 | 29.35 |
| Small (%) | — | 19.84 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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