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    • Quant Large and Mid Cap Fund Bonus (PIDCW-A)

    Formerly Escorts High Yield Equity Bns

    Quant Mutual Fund

    Quant Large and Mid Cap Fund Bonus (PIDCW-A)

    EquityDiversified

    63.6476

    NAV (Sep 17)

    15.3%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in diversified.

    Click here to see our recommendations.

    Diversified funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

    Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    15 Years. The Fund has Sufficient history for analysis and the track record is good.

    Relative Size

    23 Cr. Negligible within the category

    Category View

    Superior. The category has a superior investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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    Historical NAV

    63.6476

    NAV (Sep 17)

    Fund Returns

    Last 1Y
    57.1%
    Last 3Y
    19%
    Last 5Y
    15.3%
    Last 10Y
    17%
    Since Inception
    13.3%
    6 Month CAGR
    24.7%
    info-icon-blue

    Scheme Information

    Investment Objective

    The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Large Cap and Mid Cap companies.There is no assurance that the investment objective of the Scheme will be realized.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.25
    Launched (15y ago)
    Dec 01, 2006
    AUM in Crores
    22.852
    ISIN
    INF966L01424
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty LargeMidcap 250 TR INR
    SIP Minimum
    0
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Ankit A. Pande

    Fund Manager

    user-avatar

    Sanjeev Sharma

    Fund Manager

    user-avatar

    Vasav Sahgal

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    ₹ 19,429 cr

    5

    ₹ 5,308 cr

    5

    ₹ 4,853 cr

    5

    ₹ 3,705 cr

    5

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Quant Money Managers Limited

    Quant Money Managers Limited manages assets worth 3,479 crores and was set up on 1 December 1995. It's current offering of mutual fund schemes includes 28 equity,16 debt and 6 hybrid funds.

    amc-img

  • tel-amc-about
    9819338394
  • mail-amc-about
    compliance.mf@quant.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.7%

    7.8%

    %

    4.6%

    %

    4.6%

    %

    4.6%

    17.7%

    14%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

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    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Quant Large and Mid Cap Fund Bonus (PIDCW-A)

    About Quant Large and Mid Cap Fund Bonus (PIDCW-A)

    Quant Large and Mid Cap Fund Bonus (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 13.3% over a period of 14 years. The fund was previously known as Escorts High Yield Equity Bns . The fund is managed by Quant Money Managers Limited. The fund managers are Ankit A. Pande, Sanjeev Sharma, Vasav Sahgal

    Quant Large and Mid Cap Fund Bonus (PIDCW-A) Investment Objective

    The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Large Cap and Mid Cap companies.There is no assurance that the investment objective of the Scheme will be realized. . However, there is no assurance that the objective of the scheme will be realized.

    Quant Large and Mid Cap Fund Bonus (PIDCW-A) NAV,AUM,Risk

    The Quant Large and Mid Cap Fund Bonus (PIDCW-A) fund was launched on Dec 01, 2006. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-09-17 is ₹63.65. The total AUM (Asset Under Management) of the fund as of 20/09/2021 is ₹22.852. The category risk of the Quant Large and Mid Cap Fund Bonus (PIDCW-A) fund is Very High Risk. The fund charges 2.25 % as expense ratio.

    Quant Large and Mid Cap Fund Bonus (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 99.5% in this asset class. The top three holdings of the fund are , united spirits ltd , vedanta ltd , reliance industries ltd , macrotech developers ltd , itc ltd , sumitomo chemical india ltd ordinary shares , treps 01-sep-2021 depo 10 , nca-net current assets , canara bank , icici securities ltd , oracle financial services software ltd , acc ltd , state bank of india , hdfc life insurance company limited , larsen & toubro ltd , indusind bank ltd , adani ports & special economic zone ltd , sun tv network ltd , nmdc ltd , oberoi realty ltd , zee entertainment enterprises ltd , hdfc bank ltd , linde india ltd , crisil ltd

    Quant Large and Mid Cap Fund Bonus (PIDCW-A) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹null 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.

    Quant Large and Mid Cap Fund Bonus (PIDCW-A) Investment volatility and Horizon

    This fund 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 LargeMidcap 250 TR INR

    Quant Large and Mid Cap Fund Bonus (PIDCW-A) Review

    Quant Large and Mid Cap Fund Bonus (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Quant Large and Mid Cap Fund Bonus (PIDCW-A) has a score of 1 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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