Fundalysisby DARKHORSESTOCKS

Scheme

quant Momentum Fund

Holds 12 companies worth ₹938 Cr in Sept 2026.

  • Fund house

    QUANTThe fund house that runs this scheme.

  • AUM

    ₹1,272 Crquant Momentum Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 7.2% on Aug 2026, ₹1,370 Cr.

  • Largest holding

    Bharti InfratelBharti Infratel is 9.4% of this scheme's NAV.

  • Fund manager

    Sandeep TandonRuns it since 20 Nov 2023, as the fund house dates it. With Ayusha Kumbhat (fund manager), Yug Tibrewal (fund manager), Ankit Pande (co-manager), Sanjeev Sharma (co-manager), Sameer Kate (co-manager), Varun Pattani (co-manager).

Overview(9 Oct 2026)

Fund managers7

  1. Sandeep TandonFund manager · Nov 2023 · 34y · MBA
  2. Ayusha KumbhatFund manager · Feb 2025
  3. Yug TibrewalFund manager · Mar 2025 · 8y · CFA
  4. Ankit PandeCo-manager · Nov 2023 · 14y · CFA MBA
  5. Sanjeev SharmaCo-manager · Nov 2023 · 21y · PGDM M.Com
  6. Sameer KateCo-manager · Feb 2025 · 21y · MBA
  7. Varun PattaniCo-manager · Feb 2025 · 4y · CA

    Key facts

    Benchmark
    NIFTY 500 TRI
    Risk
    Very High
    Expense
    Regular 3.07% · Direct 1.88%
    Exit load
    1% within 15 days
    Started
    11/20/2023 12:00:00 AM
    Minimum
    ₹5,000

    Source.Its Scheme Summary Document as of 9 Oct 2026 at AMFI.

    What changed(0 changes)

    Nothing has changed in its documents since Sept 2026.

    Source.Its filings at NSE, since Sept 2026.

    Fund managers over time(Nov 2023 – now)

    1. Sandeep Tandon
    2. Ayusha Kumbhat
    3. Yug Tibrewal
    4. Ankit Pande
    5. Sanjeev Sharma
    6. Sameer Kate
    7. Varun Pattani
    MainCoSlice202420252026
    Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

    Costs(Oct 2026 – Oct 2026)

    Every change to the expense ratio, newest first.
    1 filingRegularDirectΔ pt
    9 Oct 20263.07%1.88%–
    Direct plan, 9 Oct 2026
    1.88%
    Regular plan 3.07% · Exit load 1% within 15 days
    Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

    Objective and risk(9 Oct 2026)

    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. There is no assurance that the investment objective of the Scheme will be achieved.

    Risk, type and benchmark

    Riskometer
    Very High
    At launch
    Very High
    Type
    An open ended equity scheme investing in momentum theme
    Benchmark
    NIFTY 500 TRI

    Asset allocation it may hold% of NAV

    1. REITs)
      Allowed80–100%
    2. Debt & Money Market instruments
      Allowed0–20%Holds26.1%
    3. Units issued by InvITs
      Allowed0–10%
    4. Foreign Equity and Equity related instruments and Overseas ETFs
      Allowed0–20%

    Holds in Sept 2026.73.9% equity · 26.1% debt and cash

    How to invest(9 Oct 2026)

    Buying

    To start
    ₹5,000, then in multiples of ₹1
    To add
    ₹1,000, then in multiples of ₹1

    Selling and switching

    To redeem
    ₹1
    Switch minimum
    Switch in: Rs. 5,000/- and in multiples of Re. 1/-thereafter Switch- out: Rs. 1000/- or the unit balance whichever is less
    Switch multiples
    Re. 1

    Scheme details(9 Oct 2026)

    What it is

    Category
    Thematic/Sectoral
    Offer
    10/30/2023 12:00:00 AM to 11/13/2023 12:00:00 AM
    Started
    11/20/2023 12:00:00 AM
    Reopened
    11/21/2023 12:00:00 AM
    Plans
    quant Momentum Fund - Growth Option – Direct Plan · quant Momentum Fund - IDCW Option – Direct Plan · quant Momentum Fund - Growth Option – Regular Plan · quant Momentum Fund - IDCW Option – Regular Plan
    Face value
    ₹10
    Listed
    No

    How it is run

    Swing pricing
    No
    Side-pocketing
    No
    Custodian
    HDFC Bank Limited
    Auditor
    M M Nissim & Co. LLP
    Registrar
    KFin Technologies Limited
    SEBI code
    QNTM/O/E/THE/23/09/0024