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quant Mutual Fund

Quant Momentum Fund

quant Mutual Fund · Direct plan · Growth

1-year returns
7.7%
NAV
₹15.78
▲ 0.96% · 18 Sept 2026
Fund size
₹1,355 Cr
Expense ratio
1.86%
a year
Minimum SIP
₹1,000

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹15.22 and has returned 6.39% over a year.

Returns, and where it stands

Against the average sectoral / thematic fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year7.7%5.2%ahead78 of 221
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.1%-0.2%
3 months-0.6%-0.9%
6 months14.2%13.6%
1 year7.7%6.4%
2 yearsp.a.-1.2%-2.3%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Nov 2023.

Plan

NAV history

▲ 7.65% in the last 1Y

13.014.616.218 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,20,000
Gain
₹9,435
XIRR (per year)
7.48%
Value today
₹1,29,435

24 monthly instalments from 20 Sept 2024, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
17.2% a year
1.5% more than the category average — the bumpier side
Worst fall so far
−22.7%
Sept 2024 to Feb 2025.
Years that made money
60.7%
Of every one-year stretch it has been through.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
21 Nov 2023
Expense ratio
1.86%
as of 31 Jul 2026

Managed by Sanjeev Sharma, Ankit A. Pande, Sandeep Tandon, Varun Pattani, Sameer Kate, Ayusha Kumbhat, Yug Tibrewal

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Quant Momentum Fund against other funds in the Sectoral / Thematic Fund category
Fund1Y3Y5YExpenseFund size
Nippon India Taiwan Equity Fund118%61.43%1.24%₹1,128 Cr
HDFC Defence Fund21.09%37.07%0.9%₹11,478 Cr
HDFC Transportation and Logistics Fund7.35%24.8%1.09%₹2,116 Cr
SBI Healthcare Opportunities Fund20.88%24.31%18.52%1.02%₹5,796 Cr
UTI - Healthcare Fund16.82%24.15%16.09%1.28%₹1,444 Cr
LIC MF Infrastructure Fund8.97%23.9%21.88%1.35%₹1,174 Cr
Quant Momentum Fund7.65%1.86%₹1,355 Cr

About Quant Momentum Fund

Quant Momentum Fund is a sectoral / thematic fund managed by quant Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

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.

The scheme's stated objective, as published by quant Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth Option₹15.7759152189
DirectIDCW Option₹15.7597152192
RegularGrowth Option₹15.2179152190
RegularIDCW Option₹15.1697152191

Frequently asked questions

What is the NAV of Quant Momentum Fund today?

The NAV of Quant Momentum Fund (Direct plan, Growth) is ₹15.7759 and the Regular plan NAV is ₹15.2179, as of 18 Sept 2026.

What returns has Quant Momentum Fund given?

Over the last year the Direct plan returned 7.65%. Past returns do not guarantee future returns.

What is the expense ratio of Quant Momentum Fund?

The Direct plan charges 1.86% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Quant Momentum Fund?

You can start a monthly SIP with ₹1,000, or invest a lump sum of ₹5,000 or more.

How much has Quant Momentum Fund fallen in the past?

Its deepest fall was 22.7% from 27 Sept 2024 to 28 Feb 2025. Of every one-year stretch in its history, 61% ended in a gain.

Which category does Quant Momentum Fund belong to?

It is a Sectoral / Thematic Fund from quant Mutual Fund. Invest in one sector (such as banking, IT or pharma) or a theme (such as consumption or infrastructure). Concentrated and higher risk; suited to investors with a view on that sector.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Quant Momentum Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.