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Quant Momentum Fund
Thematic-Factor-basedRank #17
Not Rated
NAV (2026-09-11)
₹15.25
AUM
₹1,354.89 Cr
Exp. Ratio: 3.06%
RISK LEVEL
Very High
Returns & Performance
1 Year9.31%7.67% vs cat avgRank #9
3 Year----
5 Year----
Since Launch16.19%5.06% vs cat avg
Fund vs Category Average
1Y
9.31%+7.67%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔No lock-in period
✔Decent 1Y category rank (#9)
✔Outperforms category avg since launch
Cons
✖3Y returns below category average
✖Higher expense ratio (3.06%)
✖Overall rank #17 in category
ISININF966L01CW0
NAV₹15.25
NAV Date2026-09-11
AUM₹1,354.89 Cr
Expense Ratio3.06%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹5000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-04-15
INVESTMENT OBJECTIVE
The scheme seeks 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. There is no assurance that the investment objective of the Scheme will be realized.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Yug Tibrewal
B.M.S, CFA L1
Yug is an investment professional with over 2 years of experience in dealing related activities
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Quant Momentum Fund is ₹15.25 as of 2026-09-11.
Quant Momentum Fund is classified as a Thematic-Factor-based fund.
Quant Momentum Fund is managed by Quant Mutual Fund.
The Assets Under Management (AUM) of Quant Momentum Fund is ₹1,354.89 Cr.
The expense ratio of Quant Momentum Fund is 3.06%.
Quant Momentum Fund is managed by Yug Tibrewal.
The minimum SIP investment for Quant Momentum Fund is ₹1,000.
The exit load for Quant Momentum Fund is 1%.
As per the SEBI Riskometer, Quant Momentum Fund carries a Very High risk level.
Quant Momentum Fund has delivered 9.31% (1Y), 0% (3Y) and 0% (5Y) annualised returns as of 2026-09-11.
Quant Momentum Fund was launched on 1996-04-15.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
