Quant Small Cap Fund Direct Plan Growth+1.52%

1
-26.99%
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 AmountNot Supported
Expense Ratio2.38%
NAV35.57 (27 May 2020)
Fund Started07 Jan 2013
Fund Size2 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Quant Small Cap Fund Direct Plan Growth
-27.0%
-10.6%
-3.6%
0.6%
Category Average
-30.6%
-16.6%
NA
-
Rank within category
14
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 -27.0% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    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. Risk is higher compared to the benchmark
    4. Higher expense ratio
    5. 1Y Returns are lower than the benchmark
    6. 3Y Returns are lower than the benchmark
    7. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Strides Pharma Science Ltd.HealthcareEquity10.3%
    Sumitomo Chemical India Pvt. Ltd.OthersEquity9.1%
    Bhageria Industries Ltd.ChemicalsEquity8.8%
    BASF India Ltd.ChemicalsEquity8.6%
    Shilpa Medicare Ltd.HealthcareEquity7.8%
    Clariant Chemicals (India) Ltd.ChemicalsEquity7.3%
    Caplin Point Laboratories Ltd.HealthcareEquity7.0%
    Rallis India Ltd.ChemicalsEquity4.6%
    Mirza International Ltd.FMCGEquity4.5%
    Sterling and Wilson Solar Ltd.ConstructionEquity3.7%
    See All

    Fund Managers

    addSanjeev Sharma
    Education
    Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
    Experience
    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 Escorts 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 ₹2 Cr and the Latest NAV as of 27 May 2020 is ₹35.57.

    The Quant Small Cap Fund Direct Plan Growth is rated Moderately High risk. Minimum SIP Investment is set to 100. Exit load of 1% if redeemed within 1 year

    Investment Objective

    Aims to generate current income by investing predominantly in a well diversified portfolio of Fixed Income Securities with moderate risk levels. This income may be complemented by possible capital appreciation.

    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)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 1% if redeemed within 1 year
    Exit Load

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    About Escorts 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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