Quant Momentum Fund - Direct Plan - Growth

Scheme Objective

The primary investment objective of the scheme is 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.

Scheme Details

• Fund manager(s) – Ankit Pande , Sandeep Tandon , Varun Pattani , Sanjeev Sharma , Sameer Kate , Ayusha Kumbhat , Yug Tibrewal
• Launch date – 20-Nov-2023
• Expense ratio – 0.95% as declared on 31-Oct-2025 (category average is 0.92%)
• Benchmark - Nifty 500 TRI

• Min SIP amount - ₹
• Min investment amount (one time- first time) - ₹
• Min investment amount (addtional purchase) - ₹
• Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Quant Momentum Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 15 days. There are no other charges.

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details