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  • Quant Large and Mid Cap Fund Inc Dist cum Cap Wdrl (RIDCW-A)

Formerly Quant Large and Mid Cap DR

Quant Large and Mid Cap Fund Inc Dist cum Cap Wdrl (RIDCW-A)

Quant Large and Mid Cap Fund Inc Dist cum Cap Wdrl (RIDCW-A)

EquityDiversified

36.5325

NAV (Jul 29)

14.5%
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

18 Cr. Negligible within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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    Historical growth rate of 12% per annum
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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

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Very High Risk

Expense Ratio
2.25 %
Launched (15y ago)
Dec 01, 2006
AUM in Crores
₹ 18
ISIN
INF966L01333
Lock-in
No Lock-in
Benchmark
IISL Nifty LargeMidcap 250 TR INR
SIP Minimum
₹ 1,000
Lumpsum Min.
₹ 5,000
Fund Managers
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Ankit A. Pande

Fund Manager

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Sanjeev Sharma

Fund Manager

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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

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About the AMC

Quant Money Managers Limited

Quant Money Managers Limited manages assets worth 2,404 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.

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  • tel-amc-about
    9819338394
  • mail-amc-about
    compliance.mf@quant.in
  • Quant Liquid Plan (G)

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    5.90%

    3 Year CAGR

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    Quant Liquid Fund Unclaimed Dividend (G)

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    Till Date CAGR

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    Quant Liquid Fund Unclaimed Redemption Investor Education Plan (G)

    Quant Liquid Fund Unclaimed Redemption Investor Education Plan (G)

    Liquid

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    ₹ 268 Cr

    Fund Size

    4.10%

    Till Date CAGR

    Till Date CAGR

    Quant Liquid Fund Unclaimed Redemption Plan (G)

    Quant Liquid Fund Unclaimed Redemption Plan (G)

    Liquid

    Top Ranked

    ₹ 268 Cr

    Fund Size

    4.10%

    Till Date CAGR

    Till Date CAGR

    Quant Liquid Fund Unclaimed Dividend Investor Education Plan (G)

    Quant Liquid Fund Unclaimed Dividend Investor Education Plan (G)

    Liquid

    Top Ranked

    ₹ 268 Cr

    Fund Size

    4.10%

    Till Date CAGR

    Till Date CAGR

    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)

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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 Inc Dist cum Cap Wdrl (RIDCW-A)

    About Quant Large and Mid Cap Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    Quant Large and Mid Cap Fund Inc Dist cum Cap Wdrl (RIDCW-A) is a diversified equity fund and has delivered an annualised return of 12.2% over a period of 15 years .The fund was previously known as Quant Large and Mid Cap DR.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 Inc Dist cum Cap Wdrl (RIDCW-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 Inc Dist cum Cap Wdrl (RIDCW-A) NAV,AUM,Risk

    The Quant Large and Mid Cap Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund was launched on Dec 01, 2006. The NAV (Net Asset Value) of this diversified equity as of 2021-07-29 is ₹ 36.5325. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 17.553. The category risk of the Quant Large and Mid Cap Fund Inc Dist cum Cap Wdrl (RIDCW-A) fund is Very High Risk. The fund charges 2.25 % as expense ratio.

    Quant Large and Mid Cap Fund Inc Dist cum Cap Wdrl (RIDCW-A) Holdings

    The fund’s highest allocation is towards equity and has invested 97.8% in this asset class. The top three holdings of the fund are jindal steel & power ltd,fortis healthcare ltd and bharti airtel ltd

    Quant Large and Mid Cap Fund Inc Dist cum Cap Wdrl (RIDCW-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 Inc Dist cum Cap Wdrl (RIDCW-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 Inc Dist cum Cap Wdrl (RIDCW-A) Review

    Quant Large and Mid Cap Fund Inc Dist cum Cap Wdrl (RIDCW-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 Inc Dist cum Cap Wdrl (RIDCW-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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