📌 Overview
Quant Active Fund - Direct Plan - Growth is a multicap mutual fund scheme by Quant Mutual Fund, launched on April 17, 2001. The fund is designed to offer capital appreciation by investing dynamically across large-cap, mid-cap, and small-cap stocks. Its flexible asset allocation strategy makes it a compelling option for long-term investors seeking diversified equity exposure with an adaptive money management framework.
🧠 Investment Philosophy: Timing is Everything
Quant's investment philosophy centers around its VLRT framework – an integrated view combining Valuation, Liquidity, Risk, and Timing. The fund actively times entry and exit based on predictive analytics, rather than sticking to traditional buy-and-hold strategies.
🔍 It emphasizes that alpha generation is optimized by timing extremes in valuation and liquidity, giving investors an edge during volatile periods.
📊 Fund Snapshot (As on April 30, 2025)
| Particulars |
Details |
| Fund Size |
₹9,549 crore (~$1.12 billion) |
| Fund Type |
Open-ended Multicap Equity |
| Benchmark |
NIFTY 500 Multicap 50:25:25 TRI |
| Fund Managers |
Sandeep Tandon, Ankit Pande, Lokesh Garg, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate, Sanjeev Sharma |
| Entry Load / Exit Load |
Nil / 1% if exited within 15 days |
| Minimum Investment |
₹5,000 (initial), ₹1,000 (additional) |
📈 Returns (as of May 14, 2025)
| Period Invested for |
₹10000 Invested on |
Latest Value |
Absolute Returns |
Annualised Returns |
Category Avg |
Rank within Category |
| 1 Week |
07-May-25 |
10304.1 |
3.04% |
- |
2.89% |
13/33 |
| 1 Month |
11-Apr-25 |
10751.8 |
7.52% |
- |
8.48% |
26/33 |
| 3 Month |
14-Feb-25 |
10769.6 |
7.70% |
- |
8.74% |
27/32 |
| 6 Month |
14-Nov-24 |
9634 |
-3.66% |
- |
-0.30% |
27/31 |
| YTD |
01-Jan-25 |
9481.7 |
-5.18% |
- |
-4.05% |
20/32 |
| 1 Year |
14-May-24 |
9297.3 |
-7.03% |
-7.03% |
9.12% |
27/27 |
| 2 Year |
12-May-23 |
13948.5 |
39.49% |
18.02% |
24.30% |
21/22 |
| 3 Year |
13-May-22 |
16272.8 |
62.73% |
17.59% |
21.73% |
15/17 |
| 5 Year |
14-May-20 |
38141.9 |
281.42% |
30.68% |
26.62% |
2/11 |
| 10 Year |
14-May-15 |
51076.4 |
410.76% |
17.70% |
14.87% |
1/7 |
| Since Inception |
04-Apr-01 |
611380.6 |
6013.81% |
18.59% |
15.96% |
11/31 |
📌 SIP Returns (NAV as on 14th May, 2025)
For investors who prefer the Systematic Investment Plan (SIP) route:
| Period Invested for |
₹1000 SIP Started on |
Investments |
Latest Value |
Absolute Returns |
Annualised Returns |
| 1 Year |
14-May-24 |
12000 |
11348.14 |
-5.43 % |
-9.95 % |
| 2 Year |
12-May-23 |
24000 |
25299.66 |
5.42 % |
5.16 % |
| 3 Year |
13-May-22 |
36000 |
42625.52 |
18.4 % |
11.29 % |
| 5 Year |
14-May-20 |
60000 |
93210.29 |
55.35 % |
17.66 % |
| 10 Year |
14-May-15 |
120000 |
333695.14 |
178.08 % |
19.42 % |
📑 Risk Metrics (5-Year)
| Metric |
Value |
| Sharpe Ratio |
1.39 |
| Sortino Ratio |
2.57 |
| Jensen's Alpha |
2.26% |
| R-Squared |
0.77 |
| Downside Deviation |
9.62% |
| Upside Deviation |
16.39% |
🏛 Portfolio Composition (as of April 30, 2025)
| Particulars |
This Scheme |
Category |
Particulars |
This Scheme |
Category |
| No. of Stocks |
55 |
81.97 |
Average mcap (Cr) |
127880.87 |
72154.56 |
| Top 5 Stock Weight |
27.18% |
20.19% |
Holdings in large cap stocks |
39.6% |
30.79% |
| Top 10 Stock Weight |
42.89% |
32.23% |
Holdings in mid cap stocks |
15.7% |
15.86% |
| Top 3 Sector Weight |
26.98% |
26.11% |
Holdings in small cap stocks |
18.67% |
17.04% |
This spread provides balanced exposure to India’s market leaders, emerging giants, and agile disruptors.
🌍 Market Outlook (From the Fund House)
The May 2025 factsheet articulates an optimistic stance on Indian equities while projecting a risk-off environment globally. The Quant team emphasizes tactical flexibility and high cash deployment in small caps, particularly as EMs (Emerging Markets) continue to outperform DMs (Developed Markets).
🛠️ Macro drivers like China-US trade shifts, strong domestic liquidity, and India’s reform-backed growth story favor active equity allocation in India.
📌 Who Should Invest?
-
Ideal For: Long-term investors seeking flexibility across market caps.
-
Risk Appetite: Medium to High.
-
Recommended Horizon: 5+ years to ride through cycles and benefit from tactical rebalancing.
📉 Key Visual – Quant Active Fund Overview
🧭 Final Thoughts
Quant Active Fund - Direct Plan - Growth stands apart for its quant-driven, adaptive approach. While recent volatility has impacted short-term returns, its long-term CAGR of 19.28% since inception and diversified portfolio reflect the strength of its strategy.
If you're looking for a fund that actively navigates market dynamics and avoids rigidity, this one deserves your consideration.
Discalimer!
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