This mutual fund has given over 75% return in one year: Do you own it?

Despite its relatively short history of 2 years and 5 months, the fund has delivered 34.62% return since inception.

As of May 17, 2024, the Net Asset Value (NAV) of the fund stands at ₹19.94.

Investment strategy and surge

The performance of the Quant Value Fund can be attributed to its investment strategy.

According to Quant Mutual Fund, the fund “dynamically seeks opportunities across a wide spectrum of companies with an intrinsic value focus, across themes, sectors, and market caps.”

This strategy benefits from the company’s multi-dimensional research and Predictive Analytics, which help in evaluating every stock’s intrinsic value and identifying opportunities in undervalued stocks for potential capital appreciation.

Fund essentials

• Benchmark Index: NIFTY 500 Value 50 TRI
• Minimum Investment Amount: ₹5,000
• Minimum Investment for SIP: ₹1,000
• Lock-In Period: None
• Exit Load: 1% if exited within 15 days (effective from August 11, 2023)

The fund management team, comprises of Sandeep Tandon, Ankit Pande, Sanjeev Sharma, and Vasav Sahgal.

Investment objective

The primary objective of the Quant Value Fund is to achieve capital appreciation in the long term by investing primarily in a well-diversified portfolio of value stocks.

Should one invest?

Given its recent performance, the Quant Value Fund appears to be a lucrative option for investors seeking high returns.

However, potential investors should consider several factors:

Risk tolerance: The fund’s dynamic strategy, while rewarding, may also entail higher risk.

Investors must assess their risk tolerance before committing funds.

Market conditions: Past performance is not always indicative of future results.

Market conditions can change, impacting the fund’s performance.

Long-term horizon: Value funds typically perform better over longer periods.

Investors should be prepared to commit their money for an extended period to fully benefit from potential capital appreciation.