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Quant Large and Mid Cap Fund Growth

Equity
Large & MidCap
Very High Risk
52.00%
1Y return
+0.85% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Jul 2021₹60.16
Min. SIP Amount₹1,000
Rating5star
Fund Size₹17.55 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Large & MidCap
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns52.0%17.4%15.1%13.0%
Category average59.0%15.2%14.8%NA
Rank with in category22NANANA
Understand termsinfo

Holdings (21)

NameSectorInstrumentAssets
Jindal Steel & Power Ltd.MetalsEquity8.6%
Fortis Healthcare Ltd.
HealthcareEquity8.4%
Bharti Airtel Ltd.CommunicationEquity8.2%
ITC Ltd.FMCGEquity8.1%
Sumitomo Chemical India Ltd.
ChemicalsEquity8.1%
Coal India Ltd.EnergyEquity8.0%
Vedanta Ltd.MetalsEquity7.6%
ICICI Securities Ltd.FinancialEquity6.9%
State Bank of India
FinancialEquity6.4%
Tata Steel Ltd.MetalsEquity5.8%
See All

Pros and cons

Category: Equity Large & MidCap

Pros

  • Age is more than 10 years
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • Exit load is zero
  • 10Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.25%
  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.25%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹1,000

Fund management

Sanjeev Sharma
Oct 2019 - Present
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Gaurav Balre
Apr 2018 - Present
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Shamil Mehra
Apr 2018 - Present
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Rochan Pattnayak
Oct 2019 - Present
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Vasav Sahgal
Jun 2019 - Present
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Ankit A Pande
May 2020 - Present
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Fund house & investment objective

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Fund house contact details

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