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).
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Historical NAV
₹ 40.5524
NAV (Oct 21)
Fund Returns
Last 1Y
68%
Last 3Y
24.4%
Last 5Y
15.2%
Last 10Y
17.3%
Since Inception
12.8%
6 Month CAGR
28.4%
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.
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.
Quant Money Managers Limited manages assets worth 3,849 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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01
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03
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About Quant Large and Mid Cap Fund of Income Distribution cum capital withdrawal (PIDCW-A)
About Quant Large and Mid Cap Fund of Income Distribution cum capital withdrawal (PIDCW-A)
Quant Large and Mid Cap Fund of Income Distribution cum capital withdrawal (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 12.8% over a period of 14 years. The fund was previously known as Quant Large and Mid Cap DP . 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 of Income Distribution cum capital withdrawal (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 of Income Distribution cum capital withdrawal (PIDCW-A) NAV,AUM,Risk
The Quant Large and Mid Cap Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund was launched on Dec 01, 2006. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-21 is ₹40.55. The total AUM (Asset Under Management) of the fund as of 22/10/2021 is ₹27.412. The category risk of the Quant Large and Mid Cap Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund is Very High Risk. The fund charges 2.31 % as expense ratio.
Quant Large and Mid Cap Fund of Income Distribution cum capital withdrawal (PIDCW-A) Holdings
The fund’s highest allocation is towards Equity and has invested 98.5% in this asset class. The top three holdings of the fund are , itc ltd , larsen & toubro ltd , sun tv network ltd , macrotech developers ltd , reliance industries ltd , vedanta ltd , adani ports & special economic zone ltd , ashok leyland ltd , sbi cards and payment services ltd ordinary shares , piramal enterprises ltd , icici securities ltd , oracle financial services software ltd , hdfc bank ltd , linde india ltd , bajaj auto ltd , adani enterprises ltd , britannia industries ltd , container corporation of india ltd , treps 01-oct-2021 depo 10 , ntpc ltd , united spirits ltd , sbi life insurance company limited , power grid corp of india ltd
Quant Large and Mid Cap Fund of Income Distribution cum capital withdrawal (PIDCW-A) Sip
The minimum SIP (Systematic Investment Plan) amount for this 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.
Quant Large and Mid Cap Fund of Income Distribution cum capital withdrawal (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 of Income Distribution cum capital withdrawal (PIDCW-A) Review
Quant Large and Mid Cap Fund of Income Distribution cum capital withdrawal (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 of Income Distribution cum capital withdrawal (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.
