Quant Mid Cap Fund - Growth Option - Regular Plan

(Erstwhile Escorts Opportunities Fund-Growth)

Category: Equity: Mid Cap
Launch Date: 26-02-2001
Asset Class: Equity
Benchmark: NIFTY Midcap 150 TRI
Expense Ratio: 1.74% As on ( 31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 8,818.53 Cr As on ( 30-04-2025)
Turn over:
NAV as on 09-06-2025

222.5681

2.24 ( 1.0061% )

CAGR Since Inception

13.62%

NIFTY Midcap 150 TRI 17.83%

PERFORMANCE of Quant Mid Cap Fund - Growth Option - Regular Plan

Scheme Performance (%) Data as on - 09-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Quant Mid Cap Fund - Growth Option - Regular Plan -6.78 23.54 33.22 17.16 13.62
NIFTY MIDCAP 150 TRI 11.23 28.08 33.08 18.89 17.83
Equity: Mid Cap 9.89 25.69 29.85 16.59 19.18

Yearly Performance (%)

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 portfolio of Mid Cap companies. There is no assurance that the investment objective of the Scheme will be realized.

RETURNS CALCULATOR for Quant Mid Cap Fund - Growth Option - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

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.

Riskometer

Key Performance and Risk Statistics of Quant Mid Cap Fund - Growth Option - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quant Mid Cap Fund - Growth Option - Regular Plan 15.85 0.7 -2.27 0.96 - -
Equity: Mid Cap - - - - - -

PEER COMPARISION of Quant Mid Cap Fund - Growth Option - Regular Plan

Period
Data as on - 09-06-2025
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Quant Mid Cap Fund - Growth Option - Regular Plan 26-02-2001 -6.78 27.22 23.54 33.22 17.16
Invesco India Midcap Fund - Growth Option 19-04-2007 22.7 35.79 30.97 31.16 18.18
Edelweiss Mid Cap Fund - Regular Plan - Growth Option 26-12-2007 17.51 33.94 30.03 34.2 18.52
WhiteOak Capital Mid Cap Fund Regular Plan Growth 07-09-2022 17.32 32.16 0.0 0.0 0.0
Motilal Oswal Midcap Fund-Regular Plan-Growth Option 02-02-2014 14.65 33.75 34.07 37.15 17.99
Nippon India Growth Fund-Growth Plan-Growth Option 05-10-1995 13.78 33.53 29.91 34.09 18.51
Sundaram Mid Cap Fund Regular Plan - Growth 01-07-2002 13.66 32.76 28.88 29.99 15.81
HDFC Mid-Cap Opportunities Fund - Growth Plan 25-06-2007 12.45 30.55 31.03 33.61 18.23
Canara Robeco Mid Cap Fund- Regular Plan- Growth Option 01-12-2022 12.43 27.27 0.0 0.0 0.0
Franklin India Prima Fund-Growth 01-12-1993 12.09 30.2 28.32 28.18 15.74

PORTFOLIO ANALYSIS of Quant Mid Cap Fund - Growth Option - Regular Plan

Asset Allocation (%)