Quant Small Cap Fund Direct Plan Growth+1.03%

53.68%
1 Year Return
Hybrid
Conservative
1.0star
6M
1Y
3Y
5Y
All

Fund Details

Quant Small Cap Fund Direct Plan Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio2.38%
NAV62.67 (23 Oct 2020)
Fund Started07 Jan 2013
Fund Size49 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Quant Small Cap Fund Direct Plan Growth
53.7%
14.8%
7.3%
8.1%
Category Average
13.2%
-1.6%
7.0%
-
Rank within category
1
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 53.7% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio - 2.38%

    Top Holdings

    NameSectorInstrument% Assets
    Strides Pharma Science Ltd.HealthcareEquity8.4%
    Stylam Industries Ltd.FMCGEquity6.7%
    Majesco Ltd.TechnologyEquity6.5%
    Caplin Point Laboratories Ltd.HealthcareEquity6.0%
    Mastek Ltd.TechnologyEquity5.9%
    PTC India Financial Services Ltd.FinancialEquity5.4%
    Sumitomo Chemical India Pvt. Ltd.OthersEquity5.2%
    Bharti Airtel Ltd.CommunicationEquity4.8%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity4.0%
    Bharat Rasayan Ltd.ChemicalsEquity3.7%
    See All

    Fund Managers

    addSanjeev Sharma
    Education
    Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
    Experience
    Funds Managed
    addGaurav Balre
    Education
    Mr. Balre has done MBA & Passed CFA level 3
    Experience
    Prior to joining Quant Money Managers Limited he has 12 years of experience in financial services, primarily in fixed income.
    Funds Managed
    addShamil Mehra
    Education
    Mr. Mehra has done BS in Business Management from Purdue University, USA
    Experience
    Prior to joining Quant Money Managers Limited he has over 3 years experience as a macro analyst.
    Funds Managed
    addRochan Pattnayak
    Education
    Mr. Pattnayak has done MBA
    Experience
    Prior to joining Quant Mutual Fund, he has more than 10 years of professional experience in the area of equity derivatives market making, structured products and fundamental portfolio management both in India and UK.
    Funds Managed
    addVasav Sahgal
    Education
    B.Com. and CFA
    Experience
    Prior to joining Quant Mutual Fund, he has worked with Eqestar capital as Equity Research Analyst.
    Funds Managed
    addAnkit A Pande
    Education
    Mr. Pande has done CFA and MBA
    Experience
    Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.
    Funds Managed

    Quant Small Cap Fund Direct Plan Growth Details

    Quant Small Cap Fund Direct Plan Growth is a Hybrid Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 07 Jan 2013. Pushpa Rai is the Current Fund Manager of Quant Small Cap Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹49 Cr and the Latest NAV as of 23 Oct 2020 is ₹62.67.

    The Quant Small Cap Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 1 year

    Investment Objective

    The scheme seeks to generate capital appreciation by investing in a well-diversified portfolio of small cap companies.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Quant Mutual Fund

    Address
    Premises No. - 2/90, Block – P, Connaught Circus, New Delhi 110001
    Phone
    011-43587415, 43587420
    Launch Date
    15 Apr 1996
    Website
    NA
    Quant Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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