Home>Mutual Funds>Quant Mutual Fund>Quant Large and Mid Cap Fund Growth
shareSHARE

Quant Large and Mid Cap Fund Growth-1.32%

28.02%
1 Year Return
Equity
Large & Mid Cap
5.0star
6M
1Y
3Y
5Y
All

Fund Details

Quant Large and Mid Cap Fund Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.48%
NAV₹49.19 (22 Jan 2021)
Fund Started12 Dec 2006
Fund Size7 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
28.0%
7.5%
15.4%
13.8%
Category Average
17.2%
5.4%
13.7%
-
Rank Within Category
1
-
-
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 28.0% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Risk is lower compared to the benchmark
3. 1Y Returns are higher than the benchmark
4. Age is more than 10 years
5. 1Y Returns are higher than the category average returns
6. 3Y Returns are higher than the category average returns
7. 5Y Returns are higher than the category average returns
8. 10Y Returns are higher than the category average returns
9. Exit load is zero
Cons
1. Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
2. Risk-adjusted returns are lower compared to the category
3. 3Y Returns are lower than the benchmark
4. 5Y Returns are lower than the benchmark
5. 10Y Returns are lower than the benchmark
6. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
7. Risk-adjusted returns are lower compared to the category
8. Higher expense ratio - 2.48%

Top Holdings

NameSectorInstrument% Assets
Sun Pharmaceutical Inds. Ltd.HealthcareEquity8.6%
Fortis Healthcare (India) LtdHealthcareEquity8.3%
Adani Ports and Special Economic Zone Ltd.ServicesEquity8.1%
Bharti Airtel Ltd.CommunicationEquity8.1%
HCL Technologies Ltd.TechnologyEquity6.9%
Infosys Ltd.TechnologyEquity6.7%
Alembic Pharmaceuticals Ltd.HealthcareEquity6.2%
Adani Enterprises Ltd.ServicesEquity5.9%
Hindustan Unilever Ltd.FMCGEquity5.3%
Divi's Laboratories Ltd.HealthcareEquity4.7%
See All

Fund Managers

Sanjeev Sharma
keyboard_arrow_down
Gaurav Balre
keyboard_arrow_down
Shamil Mehra
keyboard_arrow_down
Rochan Pattnayak
keyboard_arrow_down
Vasav Sahgal
keyboard_arrow_down
Ankit A Pande
keyboard_arrow_down

Quant Large and Mid Cap Fund Growth Details

Quant Large and Mid Cap Fund Growth is a Equity Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 12 Dec 2006. Sanjeev Sharma is the Current Fund Manager of Quant Large and Mid Cap Fund Growth fund.The fund currently has an Asset Under Management(AUM) of ₹7 Cr and the Latest NAV as of 22 Jan 2021 is ₹49.19.

The Quant Large and Mid Cap Fund Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000.

Investment Objective

The scheme seeks to provide capital appreciation by investing in a portfolio of Large and Midcap companies.

Tax Implications

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Scheme Information Document(SID)

₹5000
Min for First Investment
₹1000
Min for Second Investment
Nil
Exit Load

Compare Funds

Quant Large and Mid Cap Fund Growth
VS
search

About Quant Mutual Fund

Address
6th Floor, Sea Breeze Building,Appa Saheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-62955000
Launch Date
15 Apr 1996
Website
NA
Quant Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Similar Funds