- Mutual Funds
- Quant Mutual Fund
- Quant Flexi Cap Fund (PIDCW-A)
Formerly Quant Consumption IDCW-P
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 50.8632
NAV (Sep 22)
Fund Returns
Last 1Y | 12.8% |
Last 3Y | 33.6% |
Last 5Y | 22.4% |
Last 10Y | 23.6% |
Since Inception | 13.1% |
6 Month CAGR | 22% |
Scheme Information
The primary investment objective of the scheme is to seek to generate consistent returns by investing in a portfolio of Large Cap,Mid Cap and Small Cap companies. However,there can be no assurance that the investment objective of the Scheme will be realized,as actual market movements may be at variance with anticipated trends.
Expense Ratio | 2.05 |
Launched (15y ago) | Sep 30, 2008 |
AUM in Crores | 1908.695 |
ISIN | INF966L01432 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty 500 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 17.6 |
Standard Deviation (5yr) | 20.4 |
Beta (3yr) | 0.94 |
Beta (5yr) | 0.91 |
Sharpe Ratio (3yr) | 1.525 |
Sharpe Ratio (5yr) | 0.797 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quant Flexi Cap Fund (PIDCW-A) | 12,99,391 | 5,66,779 | 22.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
nca-net current assets
24.7%treps 01-sep-2023 depo 10
22.5%hdfc bank ltd
6.6%future on tata steel ltd
6.1%reliance industries ltd
5.9%Allocation by Sector
financial services
28.3%energy
7.6%healthcare
6.8%basic materials
6.6%utilities
5.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 17,630 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Quant Money Managers Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.5% | 16.8% | ||
27.3% | 10.5% | ||
45.6% | 11.6% | ||
33.6% | 14% | ||
37.8% | 13.1% |
Quant Flexi Cap Fund (PIDCW-A) Review
Quant Flexi Cap Fund (PIDCW-A) is a Flexi Cap Equity fund and has delivered an annualised return of 13.1% over a period of 14 years. The fund was previously known as Quant Consumption IDCW-P. The fund is managed by Quant Money Managers Limited. The fund managers are Ankit A. Pande, Sandeep Tandon, Sanjeev Sharma, Vasav Sahgal.
Nav of Quant Flexi Cap Fund (PIDCW-A) as of 9/22/2023 is ₹50.86 with the total AUM as of 9/23/2023 is ₹1908.695. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant Flexi Cap Fund (PIDCW-A) was launched on Sep 30, 2008. The category risk of the fund is Very High Risk.
The minimum SIP amount for Quant Flexi Cap Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Quant Flexi Cap Fund (PIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 500 TR INR.
Quant Flexi Cap Fund (PIDCW-A) is rated as a 4 fund in Equity and delivered 12.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant Flexi Cap Fund (PIDCW-A).
Frequently Asked Questions
What is Quant Flexi Cap Fund (PIDCW-A)?
How to invest in Quant Flexi Cap Fund (PIDCW-A)?
You can invest in Quant Flexi Cap Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Quant Flexi Cap Fund (PIDCW-A)?
The minimum sip amount for Quant Flexi Cap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Quant Flexi Cap Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Quant Flexi Cap Fund (PIDCW-A) is a Top Ranked fund. You can investQuant Flexi Cap Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Quant Flexi Cap Fund (PIDCW-A)?
The expense ratio of the Quant Flexi Cap Fund (PIDCW-A) is 2.05% for regular plan.