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    • Quant Mid Cap Fund (Growth)

    Formerly Escorts Opportunities Gr

    Quant Mutual Fund

    Quant Mid Cap Fund (Growth)

    EquityMid Cap

    114.8923

    NAV (Sep 23)

    19.9%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Scripbox recommends other funds for investment in mid cap.

    Click here to see our recommendations.

    Mid cap 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).

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    20 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    173 Cr. Small within the category

    Category View

    Positive. The category has a positive investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    114.8923

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    84.5%
    Last 3Y
    25.9%
    Last 5Y
    19.9%
    Last 10Y
    15.5%
    Since Inception
    12.6%
    6 Month CAGR
    33.7%
    info-icon-blue

    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 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

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.25
    Launched (20y ago)
    Feb 12, 2001
    AUM in Crores
    172.205
    ISIN
    INF966L01176
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty Midcap 150 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Ankit A. Pande

    Fund Manager

    user-avatar

    Sanjeev Sharma

    Fund Manager

    user-avatar

    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
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    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Quant Money Managers Limited

    Quant Money Managers Limited manages assets worth 3,479 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

  • tel-amc-about
    9819338394
  • mail-amc-about
    compliance.mf@quant.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.7%

    7.8%

    top-ranked-badge

    %

    4.6%

    top-ranked-badge

    %

    4.6%

    top-ranked-badge

    %

    4.6%

    top-ranked-badge

    18.9%

    14%

    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)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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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 Mid Cap Fund (G)

    About Quant Mid Cap Fund (G)

    Quant Mid Cap Fund (G) is a Mid Cap Equity fund and has delivered an annualised return of 12.6% over a period of 20 years. The fund was previously known as Escorts Opportunities Gr . The fund is managed by Quant Money Managers Limited. The fund managers are Ankit A. Pande, Sanjeev Sharma, Vasav Sahgal

    Quant Mid Cap Fund (G) 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 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 Mid Cap Fund (G) NAV,AUM,Risk

    The Quant Mid Cap Fund (G) fund was launched on Feb 12, 2001. The NAV (Net Asset Value) of this Mid Cap Equity fund as of 2021-09-23 is ₹114.89. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹172.205. The category risk of the Quant Mid Cap Fund (G) fund is Very High Risk. The fund charges 2.25 % as expense ratio.

    Quant Mid Cap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 90.9% in this asset class. The top three holdings of the fund are , oracle financial services software ltd , canara bank , nca-net current assets , macrotech developers ltd , acc ltd , fortis healthcare ltd , aditya birla fashion and retail ltd , icici bank ltd , zee entertainment enterprises ltd , sun tv network ltd , sumitomo chemical india ltd ordinary shares , aditya birla capital ltd , icici securities ltd , coromandel international ltd , adani ports & special economic zone ltd , nureca ltd , prestige estates projects ltd , reliance industries ltd , linde india ltd , union bank of india , oberoi realty ltd , hdfc life insurance company limited , treps 01-sep-2021 depo 10 , crisil ltd , godrej industries ltd , jubilant pharmova ltd , bank of india , bayer cropscience ltd

    Quant Mid Cap Fund (G) 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 Mid Cap Fund (G) 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 Midcap 150 TR INR

    Quant Mid Cap Fund (G) Review

    Quant Mid Cap Fund (G) has a score of 3 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, Quant Mid Cap Fund (G) has a score of 2 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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