Quant Mid Cap Fund Direct Growth+1.05%

2
20.81%
1 Year Return
Hybrid
Aggressive
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Quant Mid Cap Fund Direct Growth

RiskModerately High
Min SIP Amount₹1000
Expense Ratio0.57%
NAV61.04 (03 Aug 2020)
Fund Started07 Jan 2013
Fund Size11 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Quant Mid Cap Fund Direct Growth
20.8%
5.8%
5.2%
9.4%
Category Average
-11.2%
-0.2%
NA
-
Rank within category
3
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 20.8% 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

    Top Holdings

    NameSectorInstrument% Assets
    Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity9.4%
    Bharti Airtel Ltd.CommunicationEquity7.7%
    Aarti Industries Ltd.ChemicalsEquity7.6%
    Godrej Agrovet Ltd.FMCGEquity5.3%
    Sun Pharmaceutical Inds. Ltd.HealthcareEquity4.8%
    Vinati Organics Ltd.ChemicalsEquity4.5%
    Sumitomo Chemical India Pvt. Ltd.OthersEquity4.4%
    Indian Railway Catering & Tourism Corpn. Ltd.ServicesEquity4.3%
    Coromandel International Ltd.ChemicalsEquity4.1%
    Divi's Laboratories Ltd.HealthcareEquity4.1%
    See All

    Fund Managers

    addSanjeev Sharma
    Education
    Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
    Experience
    Funds Managed

    Quant Mid Cap Fund Direct Growth Details

    Quant Mid Cap Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 07 Jan 2013. Sanjeev Sharma is the Current Fund Manager of Quant Mid Cap Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹11 Cr and the Latest NAV as of 03 Aug 2020 is ₹61.04.

    The Quant Mid Cap Fund Direct 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

    To generate long term capital appreciation by predominantly moving investments in a portfolio of equity and equity related securities

    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
    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
    HDFC Bank
    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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