With Fantastic 43% Annualized Returns In 3-Years This MultiCap Fund Is A Top Performer In Its Category

Quant Active Fund has given annualised return of 44.58% in over three years, it is higher than the category average return of 33.08% and benchmark return of 26.58%. While its absolute return for the same period is 202.21%.Among all the multicap schemes, it is the top performing equity scheme within the category and Crisil has given it a 5-star rating.

Quant Active Fund is an equity mutual fund that has given 18.96% return since it was launched in January 2013. The fund manages assets worth Rs 3,532 crore.

The scheme has 97.98% equity, 0.01% debt and 2.01% cash & cash equivalents in its portfolio. Among 59 stocks held in the portfolio, it holds 36.89% large cap stocks, 15.18% mid caps and 20.32 small caps by weight. The total weight of top 5 stocks in the portfolio is 31.18%, which include, ITC, HDFC Bank, Reliance, State Bank of India, and IRB Infrastructure Developers. Its top 3 sector holdings include, financials (19.66%), consumer staples (15.98%) and chemicals (8.24%).

Being an equity mutual fund the scheme has high volatility and has high sharpe ratio of 1.22, with a low beta of 0.96. Hence the scheme has given 148.02% return during the best years and lowest return of -30.63% during the worst phase of the market.

If you invest a monthly SIP of Rs 10,000 for three years, you will fetch Rs 4.93 lakhs at the end. So, for a total investment of Rs 3.6 lakhs, you gain 37%.

Following are the returns of the scheme over various time periods.

Time period	Returns(%)
3-months	-12.16
6-months	-8.65
YTD	-10.66
1-year	1.97
3-year	44.58
5-year	19.82

The details are for growth direct plan, the returns are taken from ValueResearch and rating is from Crisil.

Disclaimer

Mutual fund investments are subject to market risk. The above-mentioned information is purely informational and doesn't guarantee any return. Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.