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  • Quant Large and Mid Cap Fund (Growth)

Formerly Escorts High Yield Equity Gr

Quant Mutual Fund

Quant Large and Mid Cap Fund (Growth)

EquityLarge & Mid Cap
Top Ranked

126.841

NAV (Jun 14)

28.2%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within large & mid cap mutual funds.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

Scripbox Recommended Large & Mid Cap Funds
Want the large and mid cap funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

126.841

NAV (Jun 14)

Fund Returns

Last 1Y
68.1%
Last 3Y
28.5%
Last 5Y
28.5%
Last 10Y
21.8%
Since Inception
15.6%
6 Month CAGR
32.3%

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.

Expense Ratio
1.93
Launched (18y ago)
Nov 20, 2006
AUM in Crores
2954.580
ISIN
INF966L01341
Lock-in
No Lock-in
Benchmark
Nifty LargeMidcap 250 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
15.2
Standard Deviation (5yr)
18.6
Beta (3yr)
1.01
Beta (5yr)
0.82
Sharpe Ratio (3yr)
1.343
Sharpe Ratio (5yr)
1.1
YTM
0
Fund Managers

Sanjeev Sharma

Fund Manager

Vasav Sahgal

Fund Manager

Ankit A. Pande

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Quant Large and Mid Cap Fund (Growth)70%15,29,390 7,96,77828.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-06-14

Top Stock Holdings

nca-net current assets

10%
10%

reliance industries ltd

9.4%
9.4%

hdfc bank limited 27/06/2024

7.5%
7.5%

bharat heavy electricals ltd

7.3%
7.3%

adani power ltd

6.3%
6.3%
See all holdings

Allocation by Sector

basic materials

14.8%
14.8%

financial services

13.3%
13.3%

industrials

10.7%
10.7%

energy

9.4%
9.4%

consumer cyclical

8.8%
8.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

Quant Money Managers Limited

Quant Money Managers Limited manages assets worth 84,048 crores and was set up on 1 December 1995. It's current offering of mutual fund schemes includes 43 equity,16 debt and 6 hybrid funds.amc-img
phone-img022-62955000
Fund NameScripbox Opinion
Till Date CAGR

20.4%

17.6%

24.5%

11.8%

33.8%

12.8%

5.6%

7.5%

27.8%

16.1%

Quant Large and Mid Cap Fund (G) Review

Quant Large and Mid Cap Fund (G) is a Large & Mid Cap Equity fund and has delivered an annualised return of 15.6% over a period of 17 years. The fund was previously known as Escorts High Yield Equity Gr. The fund is managed by Quant Money Managers Limited. The fund managers are Ankit A. Pande, Sanjeev Sharma, Vasav Sahgal.

Nav of Quant Large and Mid Cap Fund (G) as of 6/14/2024 is ₹126.84 with the total AUM as of 6/15/2024 is ₹2954.58. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant Large and Mid Cap Fund (G) was launched on Nov 20, 2006. The category risk of the fund is Very High Risk.

The minimum SIP amount for Quant Large and Mid Cap Fund (G) 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 Large and Mid Cap Fund (G) 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 Nifty LargeMidcap 250 TR INR.

Quant Large and Mid Cap Fund (G) is rated as a 4 fund in Equity and delivered 67.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant Large and Mid Cap Fund (G).

Frequently Asked Questions

What is Quant Large and Mid Cap Fund (G)?

Quant Large and Mid Cap Fund (G) is a Large & Mid Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Quant Large and Mid Cap Fund (G)?

You can invest in Quant Large and Mid Cap Fund (G) 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 Large and Mid Cap Fund (G)?

The minimum sip amount for Quant Large and Mid Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Quant Large and Mid Cap Fund (G) good to invest in?

As per Scripbox experts, Quant Large and Mid Cap Fund (G) is a Top Ranked fund. You can investQuant Large and Mid Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Quant Large and Mid Cap Fund (G)?

The expense ratio of the Quant Large and Mid Cap Fund (G) is 1.93% for regular plan.