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

Formerly Quant Large and Mid Cap DP

Quant Mutual Fund

Quant Large and Mid Cap Fund (PIDCW-A)

EquityLarge & Mid Cap

41.7161

NAV (Aug 05)

13%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in large & mid cap mutual funds.

However, Scripbox does not recommend investing in large & mid cap mutual funds.

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 ->

Fund Size

₹ 155 Cr

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

Outperformance Consistency

Satisfactory

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

View all 7 analysis

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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

41.7161

NAV (Aug 5)

Fund Returns

Last 1Y

12.5%

Last 3Y

27%

Last 5Y

13%

Last 10Y

18%

Since Inception

12.3%

6 Month CAGR

-0.6%

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

2.31

Launched (16y ago)

Dec 01, 2006

AUM in Crores

155.430

ISIN

INF966L01325

Lock-in

No Lock-in

Benchmark

IISL Nifty LargeMidcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Sanjeev Sharma

Fund Manager

Vasav Sahgal

Fund Manager

Ankit A. Pande

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Stock Holdings

ashok leyland ltd

6%
6%

patanjali foods ltd

5.8%
5.8%

itc ltd

5.6%
5.6%

icici lombard general insurance co ltd

4.8%
4.8%

state bank of india

4.7%
4.7%
See all holdings

Allocation by Sector

financial services

24.5%
24.5%

industrials

15.9%
15.9%

consumer defensive

12.1%
12.1%

energy

11.1%
11.1%

communication services

8.7%
8.7%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,100 cr

₹ 12,768 cr

₹ 12,768 cr

₹ 4,100 cr

₹ 4,100 cr

About the AMC

Quant Money Managers Limited

Quant Money Managers Limited manages assets worth 9,152 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

  • 022-62955000
  • help.investor@quant.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    35.6%

    13.5%

    35.9%

    12.4%

    35.1%

    19.1%

    38.3%

    15%

    35.4%

    12.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

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

    Quant Large and Mid Cap Fund (PIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12.3% over a period of 15 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.

    Nav of Quant Large and Mid Cap Fund (PIDCW-A) as of 8/5/2022 is ₹41.72 with the total AUM as of 8/8/2022 is ₹155.43. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant Large and Mid Cap Fund (PIDCW-A) was launched on Dec 01, 2006. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Quant Large and Mid 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 Large and Mid 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 LargeMidcap 250 TR INR.

    Quant Large and Mid Cap Fund (PIDCW-A) is rated as a 2 fund in Equity and delivered 12.5% 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 (PIDCW-A).

    Frequently Asked Questions

    What is Quant Large and Mid Cap Fund (PIDCW-A)?

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

    How to invest in Quant Large and Mid Cap Fund (PIDCW-A)?

    You can invest in Quant Large and Mid 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 Large and Mid Cap Fund (PIDCW-A)?

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

    Is Quant Large and Mid Cap Fund (PIDCW-A) good to invest in?

    As per Scripbox experts, Quant Large and Mid Cap Fund (PIDCW-A) is a Neutral fund. You can investQuant Large and Mid 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 Large and Mid Cap Fund (PIDCW-A)?

    The expense ratio of the Quant Large and Mid Cap Fund (PIDCW-A) is 2.31% for regular plan.