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OmniAsset › Mutual funds › quant Momentum Fund

quant Momentum Fund

Sectoral / Thematic fund benchmarked to NIFTY 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202615.3408
CategorySectoral / Thematic
PlanRegular · Growth
Launched30 Oct 2023
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NIFTY 500 TRI
Expense ratiodirect plan, a year3.05%
AUM₹842 Cr
Growth of ₹10,000₹15,31821 Nov 2023 to 2 Sep 2026
₹16,094₹14,570₹13,047₹11,523₹10,000Nov 2023Jul 2024Apr 2025Dec 2025Sep 2026
₹15,318 (+16.6% a year) quant Momentum Fund

Performance (trailing, annualised)

1Y annualised11.74%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,29,32314.66%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202424.69%
Calendar 20252.33%

Rolling returns

Rolling 1Y · average92 windows since 26 Nov 20242.28%
Rolling 1Y · median0.81%
Rolling 1Y · worst window-14.69%
Rolling 1Y · best window46.26%
Rolling 1Y · windows positive53%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)17.31%
Downside deviation (3Y)12.59%
Maximum drawdown-23.08%

Management

Fund managerSandeep Tandon, Ankit Pande, Sameer Kate, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sanjeev Sharma
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 3 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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