Minimum SIP Investment Rs.1,000: Quant Momentum Fund..!
Quant Mutual Fund announced the launch of the Quant Momentum Fund. The scheme opened for public subscription will close on November 13, 2023. The scheme re-opens for continuous sale and repurchase within 5 business days from the date of allotment.
Quant Momentum Fund
Scheme
This is an open-ended equity fund mutual scheme following the momentum theme. This product is suitable for investors seeking
· To generate capital appreciation in longterm
· To invest predominantly in stocks exhibiting momentum characteristics.
The scheme will invest at least 80% in equity/equity-related instruments of companies with strong profit potential based on Quant Mutual Fund's momentum thesis and aims to forecast the expected return of stocks using momentum attributes and auto-correlations to optimize the risk-return trade-off.
A combination of rigorous quantitative methodologies, risk-based analysis & systematic portfolio construction will be used to achieve optimal investment returns.
The Quant Momentum Fund. is designed for investors with a long-term horizon, high-risk appetite, and who are willing to participate in the fund house's 'momentum' thesis which is mathematically built to identify winners continuously.
The main objective of investing in this fund..!
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 realized.
Minimum Investment Rs.5,000
Investors can invest under the scheme with a minimum investment of Rs. 5,000 per plan / option and in multiples of Re 1. There is no upper limit for investment.
Minimum SIP Investment Rs.1,000
Under normal circumstances, the asset allocation of the scheme will be as follows:
| Instruments | Indicative allocations (% of total assets) | Risk Profile | |
| Minimum | Maximum | ||
| Equity and equity-related instruments | 80% | 100% | Very High |
| Debt and money market instruments | 0% | 20% | Low to Medium |
| Foreign Equity and equity-related instruments and overseas ETFs | 0% | 20% | Very High |
| Units issued by REITs & InvITs | 0% | 10% | Very High |
Entry or exit loads..!
This fund scheme involves no "Entry Load", which means that investors do not have to pay anything to park their earnings in this scheme.
The "Exit Load" would be charged as per the following:
- For redemptions/switch-outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1%
The fund will be managed by Sandeep Tandon, Ankit Pande, Sanjeev Sharma and Vasav Sahgal.
The investors should consult their financial advisors if they doubt whether the product is suitable for them.
For more details and Investment
Mr. N Vijayakumar,
Managing Director,
CLICK4MF Pvt Ltd,
Mutual Fund Distributor,
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