- Mutual Funds
- Quant Mutual Fund
- Quant Large and Mid Cap Fund (RIDCW-A)
Formerly Quant Large and Mid Cap DR
Quant Large and Mid Cap Fund (RIDCW-A)
₹ 51.2258
NAV (Oct 03)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 51.2258
NAV (Oct 3)
Fund Returns
Last 1Y | 22.1% |
Last 3Y | 28.7% |
Last 5Y | 18.4% |
Last 10Y | 21% |
Since Inception | 12.8% |
6 Month CAGR | 24.2% |
Scheme Information
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 | 2.17 |
Launched (17y ago) | Dec 01, 2006 |
AUM in Crores | 1032.931 |
ISIN | INF966L01333 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty LargeMidcap 250 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 16 |
Standard Deviation (5yr) | 18.4 |
Beta (3yr) | 0.9 |
Beta (5yr) | 0.82 |
Sharpe Ratio (3yr) | 1.367 |
Sharpe Ratio (5yr) | 0.738 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quant Large and Mid Cap Fund (RIDCW-A) | 11,65,208 | 4,32,596 | 18.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
treps 01-sep-2023 depo 10
22.8%nca-net current assets
21%reliance industries ltd
8.8%hdfc bank ltd
7.4%aurobindo pharma ltd
7%Allocation by Sector
financial services
22.4%energy
11.6%healthcare
11.2%basic materials
7.5%real estate
6.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,862 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Quant Money Managers Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
26.9% | 16.7% | ||
27.1% | 10.5% | ||
45.5% | 11.7% | ||
33.6% | 14.1% | ||
37.8% | 13.2% |
Quant Large and Mid Cap Fund (RIDCW-A) Review
Quant Large and Mid Cap Fund (RIDCW-A) is a Large & Mid Cap Equity fund and has delivered an annualised return of 12.8% over a period of 16 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.
Nav of Quant Large and Mid Cap Fund (RIDCW-A) as of 10/3/2023 is ₹51.23 with the total AUM as of 10/4/2023 is ₹1032.931. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant Large and Mid Cap Fund (RIDCW-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 (RIDCW-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 (RIDCW-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 (RIDCW-A) is rated as a 4 fund in Equity and delivered 22.1% 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 (RIDCW-A).
Frequently Asked Questions
What is Quant Large and Mid Cap Fund (RIDCW-A)?
How to invest in Quant Large and Mid Cap Fund (RIDCW-A)?
You can invest in Quant Large and Mid Cap Fund (RIDCW-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 (RIDCW-A)?
The minimum sip amount for Quant Large and Mid Cap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Quant Large and Mid Cap Fund (RIDCW-A) good to invest in?
As per Scripbox experts, Quant Large and Mid Cap Fund (RIDCW-A) is a Top Ranked fund. You can investQuant Large and Mid Cap Fund (RIDCW-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 (RIDCW-A)?
The expense ratio of the Quant Large and Mid Cap Fund (RIDCW-A) is 2.17% for regular plan.