Latest news with #Quant
Time of India
6 days ago
- Business
- Time of India
Parag Parikh Flexi Cap Fund, Quant Small Cap Fund among 17 mutual funds which deliver over 20% XIRR on SIP investments in 10 years
Seventeen equity mutual funds delivered over 20% XIRR on SIPs over the past 10 years, led by Quant and Nippon India Small Cap Funds. Among 156 funds studied, most top performers were small and mid cap schemes excluding sectoral/thematic categories. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Other funds Tired of too many ads? Remove Ads Around 17 equity mutual funds have offered over 20% XIRR on SIP investments in the last 10 years which includes some prominent names such as Parag Parikh Flexi Cap Fund Quant Mid Cap Fund . There were around 156 funds in the mentioned time top funds in the list were small cap funds. Quant Small Cap Fund and Nippon India Small Cap Fund offered 25.32% and 23.84% XIRR respectively on SIP investments in the last 10 Read | MNC mutual funds struggle to perform, lose 3% in 1 year. What's driving the underperformance? Motilal Oswal Midcap Fund delivered an XIRR of 22.58% on SIP investments in the last 10 years, followed by Quant ELSS Tax Saver Fund which gave 21.94% XIRR in the same period. Edelweiss Mid Cap Fund delivered an XIRR of 21.85% based on similar funds from Quant Mutual Fund - Quant Flexi Cap Fund and Quant Mid Cap Fund - delivered an XIRR of 21.22% and 21.20% respectively in the same time period. HDFC Mid Cap Fund and HDFC Small Cap Fund offered an XIRR of 20.97% and 20.55% respectively on SIP investments in the last 10 Emerging Equity Fund, the second largest mid cap fund, offered an XIRR of 20.42% on the SIP investments made 10 years ago. The scheme was followed by SBI Contra Fund which is the largest and oldest contra fund. It gave an XIRR of 20.16% on SIP investments in the mentioned time Small Cap Fund, a prominent small cap fund, delivered an XIRR of 20.11% in the last 10 years based on the same Parikh Flexi Cap Fund, the largest active fund and the largest flexi cap fund based on assets managed, delivered an XIRR of 20.07% in the same time Read | AMFI reshuffle: Mazagon Dock, MCX among 19 stocks that may be upgraded in H2 CY25 Other 139 funds in the list delivered an XIRR ranging between 10.98% to 19.87% on SIP investments in the last 10 years. DSP Small Cap Fund offered 19.87% XIRR whereas Motilal Oswal Focused Fund offered the lowest XIRR of 10.98% in the same considered all equity funds excluding sectoral and thematic funds. We considered regular and growth options. We calculated the SIP performance for the last 10 years i.e. SIP made on June 27, the above exercise is not a recommendation. The exercise was done to find which equity mutual funds gave over 20% XIRR on SIP investments in the last 10 years. One should not make investment or redemption decisions based on the above should always consider risk appetite, investment horizon, and goals before making any investment read: Rs 1 lakh crore selloff tsunami threatens Nifty rally as promoters, strategic investors exit (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
Economic Times
6 days ago
- Business
- Economic Times
Parag Parikh Flexi Cap Fund, Quant Small Cap Fund among 17 mutual funds which deliver over 20% XIRR on SIP investments in 10 years
Seventeen equity mutual funds delivered over 20% XIRR on SIPs over the past 10 years, led by Quant and Nippon India Small Cap Funds. Among 156 funds studied, most top performers were small and mid cap schemes excluding sectoral/thematic categories. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Other funds Tired of too many ads? Remove Ads Around 17 equity mutual funds have offered over 20% XIRR on SIP investments in the last 10 years which includes some prominent names such as Parag Parikh Flexi Cap Fund Quant Mid Cap Fund . There were around 156 funds in the mentioned time top funds in the list were small cap funds. Quant Small Cap Fund and Nippon India Small Cap Fund offered 25.32% and 23.84% XIRR respectively on SIP investments in the last 10 Read | MNC mutual funds struggle to perform, lose 3% in 1 year. What's driving the underperformance? Motilal Oswal Midcap Fund delivered an XIRR of 22.58% on SIP investments in the last 10 years, followed by Quant ELSS Tax Saver Fund which gave 21.94% XIRR in the same period. Edelweiss Mid Cap Fund delivered an XIRR of 21.85% based on similar funds from Quant Mutual Fund - Quant Flexi Cap Fund and Quant Mid Cap Fund - delivered an XIRR of 21.22% and 21.20% respectively in the same time period. HDFC Mid Cap Fund and HDFC Small Cap Fund offered an XIRR of 20.97% and 20.55% respectively on SIP investments in the last 10 Emerging Equity Fund, the second largest mid cap fund, offered an XIRR of 20.42% on the SIP investments made 10 years ago. The scheme was followed by SBI Contra Fund which is the largest and oldest contra fund. It gave an XIRR of 20.16% on SIP investments in the mentioned time Small Cap Fund, a prominent small cap fund, delivered an XIRR of 20.11% in the last 10 years based on the same Parikh Flexi Cap Fund, the largest active fund and the largest flexi cap fund based on assets managed, delivered an XIRR of 20.07% in the same time Read | AMFI reshuffle: Mazagon Dock, MCX among 19 stocks that may be upgraded in H2 CY25 Other 139 funds in the list delivered an XIRR ranging between 10.98% to 19.87% on SIP investments in the last 10 years. DSP Small Cap Fund offered 19.87% XIRR whereas Motilal Oswal Focused Fund offered the lowest XIRR of 10.98% in the same considered all equity funds excluding sectoral and thematic funds. We considered regular and growth options. We calculated the SIP performance for the last 10 years i.e. SIP made on June 27, the above exercise is not a recommendation. The exercise was done to find which equity mutual funds gave over 20% XIRR on SIP investments in the last 10 years. One should not make investment or redemption decisions based on the above should always consider risk appetite, investment horizon, and goals before making any investment read: Rs 1 lakh crore selloff tsunami threatens Nifty rally as promoters, strategic investors exit (Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
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Business Standard
25-06-2025
- Business
- Business Standard
Motilal Oswal top 5 quant strategy stocks for July 2025: Full list here
Quant Multi-Factor Watchlist - July 2025 Navigating the dynamic stock market demands a robust strategy. Multi-factor investing combines multiple proven metrics to identify stocks with strong potential, filtering out short-term volatility and focusing on consistent return drivers for the long term. This multi-factor ranking approach helps us shortlist the best tactical bets within the MOFSL universe with a 'Buy' rating. CATCH STOCK MARKET UPDATES TODAY LIVE What is Multi-Factor Investing? Multi-factor investing integrates several investment styles into a single strategy, selecting stocks that excel in: Value: Stocks trading below their intrinsic worth. Quality: Companies with strong financial fundamentals. Momentum: Stocks with positive price trends. Earnings Surprise: Stocks with recent upward revisions in earnings estimates. This approach enhances consistency and reduces the risk of chasing fleeting trends. Motilal Oswal Financial Services Ltd. (MOFSL) employs an in-house Quant model to rank stocks within its research universe, selecting only those with a Buy rating. Top 5 stocks in Quant Watchlist - July 2025: The following stocks, all carrying a Buy rating from MOFSL analysts, rank highest in our Quant model, balancing value, quality, momentum, and earnings surprise: CEAT Ltd (CEATLTD): Excels in quality with recent earnings upgrades, signalling strong analyst confidence in future profitability. Moderate momentum and value scores suggest steady growth potential. Hindustan Petroleum Corp (HINDPETRO): A standout for its attractive valuation and strong earnings surprise, with recent upward revisions in earnings estimates. Emerging momentum indicates growing market traction. NMDC Ltd (NMDC): A well-rounded pick with high scores in quality, value, and earnings surprise. Despite lower momentum, its robust fundamentals and analyst optimism make it a strong contender. PNB Housing Finance (PNBHOUSING): A high-momentum stock with a significant earnings surprise, reflecting analyst expectations of improved financials. Though quality scores are lower, rising investor sentiment fuels interest. Union Bank of India (UNIONBANK): A balanced choice with solid value, rising momentum, and positive earnings surprise. Improving financial estimates position this PSU bank as a compelling pick. These stocks represent the top-ranked opportunities within the MOFSL universe, leveraging our multi-factor approach to deliver consistent, high-potential investment ideas for July 2025.
Mint
17-06-2025
- Business
- Mint
Quant Small Cap Fund: 5 key things you should know before investing
As small cap mutual funds continue to attract interest amid rapidly evolving global outlook and a growing risk appetite among retail investors in the country, the Quant Small Cap Fund clearly stands out for its aggressive investment strategy and lucrative long term returns. Quant's philosophy revolves around capitalising on market cycles through a well-defined predictive and behavioural framework. In the words of its founder, Sandeep Tandon, 'I have always believed that the flip side of any crisis is opportunity, as bubbles and busts are natural occurrences. To grow wealth, it is imperative to participate in the periodic bubbles but only equipped with a predictive framework and behavioral strength that allows the right exit.' This ideology is reflected in the fund's approach, which combines aggressive positioning with disciplined risk management to tap into evolving opportunities. Still, is this the right fund for you? To take a call on this you need first take a look at five crucial factors associated with the fund. The Quant Small Cap Fund is an open ended equity mutual fund scheme, it primarily invests in small cap businesses. According to the fund house the scheme focuses on delivering long term capital growth and wealth appreciation by investing a minimum of 65% in small cap businesses. The fund is classified as 'Very High Risk' under SEBI's riskometer. According to the official website the Net Asset Value (NAV) of the Direct Plan Growth option stood at ₹ 253.36 as of June 15, 2025. Aspirational investors can start investing with a minimum lump sum of ₹ 5,000 or through SIP starting from ₹ 1,000. This scheme has an exit load of 1% if redeemed within the first year. Furthermore, there is no loan if it is held beyond that. The asset allocation strategy permits investing between 65-100% in small cap businesses whereas the rest can even be invested in mid/ large cap stocks, debt, money market instruments and REITs/InvITs. The fund is taken care of by a well qualified team of Sandeep Tandon, Ankit Pande, Ayush Kumbhat, Yug Tibrewal, Sameer Kate and Sanjeev Sharma. It is benchmarked in line with the NIFTY Smallcap 250 Total Return Index (TRI), providing investors a relevant performance comparison within the small cap segment. Period Fund return (Direct plan, CAGR) NIFTY Smallcap 250 TRI Last 1 year 0.74% 6.02% Last 3 years 21.86% 17.81% Last 5 years 51.83% 37.42% Since inception (29th October 1996) 17.63% 16.03% Note: The returns discussed above are illustrative in nature. For the accurate and updated fund return details refer to the official website of the fund house. Hence, the Quant Small Cap Fund has consistently outperformed its benchmark over the medium to long term specially over a period of five years. The long term CAGR suggests resilience and efficient fund management. Therefore, aspirational investors seeking aggressive growth and wealth creation and are willing to weather market ups and downs may find this particular mutual fund investment scheme suitable provided they have a minimum of 5 to 7 years of investment vision. Disclaimer: This article is for informational purposes only and not investment advice. Mutual fund investments are subject to market risks. Please consult a financial advisor before investing.
Mint
16-06-2025
- Business
- Mint
Promoter raises stake in THIS Quant Mutual Fund-owned realty stock. Details here
Stock Market Today: Promoter has raised stakes in THIS Quant Mutual Fund-owned realty stock. Here are details about Man Infraconstruction Ltd.'s promoter raising stakes in the company. The Quant Mutual Fund-owned realty stock, Man Infraconstruction, has seen its promoter raising stake in the firm, as per data available on the BSE. The BSE data shows that among promoters of Man Infraconstruction, Parag K. Shah increased his stake in the company on 13 June 2025. Parag K. Shah bought 37,000 shares of Man Infraconstruction on the 13th. Parag K. Shah, who earlier had held 117535006 shares of Man Infraconstruction, post-acquisition of shares increased his total number of shares held to 117572006 equity shares. The stake held by Parag K. Shah in Man Infraconstruction has increased from 31.32% to 31.33%. Parag K. Shah has regularly been increasing his stake in Man Infraconstruction over the 11 June to 13 June 2025 period. While Parag K. Shah held a 31.27% stake in Man Infraconstruction prior to the fresh buying of shares by the promoters starting 11 June 2025, the Parag K. Shah stake in Man Infraconstruction increased to 31.33%. post the fresh acquisition acquisition of shares of Man Infraconstruction on 13 June Other promoters also have been increasing their stake in Man Infraconstruction. As per the data on the BSE data, Mansi P. Shah in February also increased her stake from 15.83% in Man Infraconstruction to 15.86% in Man Infraconstruction. The statement showing the shareholding pattern of the public shareholder for Man Infraconstruction showed that Quant Mutual Fund—Quant Small Cap Fund held about 77,800,000 shares of Man Infraconstruction at the end of March 2025. The shareholding percentage of Quant Mutual Fund—Quant Small Cap Fund in Man Infraconstruction stood at 2.07%. Disclaimer: The views and recommendations made above are those of individual analysts or broking companies, and not of Mint. We advise investors to check with certified experts before making any investment decisions.
