How to check the XIRR of quant Momentum Fund - Growth Option - Direct Plan?

You can track the exact XIRR and portfolio overlapping of quant Momentum Fund - Growth Option - Direct Plan alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for quant Momentum Fund - Growth Option - Direct Plan?

Use the MutualSaathi Portfolio Analyzer to compare quant Momentum Fund - Growth Option - Direct Plan with other funds, PMS, and AIFs to detect hidden stock overlaps.

quant Momentum Fund - Growth Option - Direct Plan

quant Mutual Fund

Expense Ratio: 0.99

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty 500 TRI

Inception: 30-10-2023

Exit Load: Nil

Fund Size:₹1,436.70 Cr

Performance

Fund7.61%

Cat. Avg.N/A

Fund0.10%

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

FundN/A

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund19.52%

Cat. Avg.N/A

Fund Facts

Manager(s)

Varun Pattani

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

Tap to expand

Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	TREPS 02-Apr-2026 DEPO 10	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	5.83%	548.91	23.72%
2	Piramal Finance Ltd	Equity	Listed	Mid Cap	Finance		236.90	10.24%
3	Adani Enterprises Limited	Equity	Listed	Large Cap	Metals & Minerals Trading		211.31	9.13%
4	HDFC Bank Limited	Equity	Listed	Large Cap	Banks		201.39	8.70%
5	Aurobindo Pharma Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology		186.48	8.06%
6	Adani Green Energy Limited	Equity	Listed	Large Cap	Power		146.17	6.32%
7	HDFC Life Insurance Co Ltd	Equity	Listed	Large Cap	Insurance		123.76	5.35%
8	Kotak Mahindra Bank Limited 28/04/2026	Derivative	Future/Option		Banks		105.66	4.57%
9	Kotak Mahindra Bank Limited	Equity	Listed		Banks		84.21	3.64%
10	Sai Parenterals Limited	Equity	Listed		Listed		72.00	3.11%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	66275	+10.5%	+22.6%
2Y	07 Aug, 24	1.20 L.	1.33 L.	+10.5%	+10.5%
SI	07 Dec, 23	1.60 L.	1.81 L.	+12.9%	+9.5%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Jul, 25	1 L.	1.08 L.	+7.6%	+7.6%
2Y	16 Jul, 24	1 L.	1.00 L.	+0.2%	+0.1%
SI	21 Nov, 23	1 L.	1.60 L.	+60.5%	+19.5%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.