- Mutual Funds
- Quant Mutual Fund
- Quant Mid Cap Fund (PIDCW-A)
Formerly Quant Mid Cap DP
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 57.6945
NAV (Sep 22)
Fund Returns
Last 1Y | 19.3% |
Last 3Y | 38% |
Last 5Y | 23.2% |
Last 10Y | 17.8% |
Since Inception | 14% |
6 Month CAGR | 29.2% |
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 Mid Cap companies.There is no assurance that the investment objective of the Scheme will be realized
Expense Ratio | 1.95 |
Launched (22y ago) | Feb 12, 2001 |
AUM in Crores | 2788.798 |
ISIN | INF966L01150 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Midcap 150 TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 17.2 |
Standard Deviation (5yr) | 20.9 |
Beta (3yr) | 0.84 |
Beta (5yr) | 0.81 |
Sharpe Ratio (3yr) | 1.691 |
Sharpe Ratio (5yr) | 0.788 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quant Mid Cap Fund (PIDCW-A) | 13,28,474 | 5,95,862 | 23.2% | |
| 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
26%nca-net current assets
17.4%reliance industries ltd
8.5%punjab national bank
5.4%linde india ltd
5%Allocation by Sector
financial services
18%healthcare
9.4%energy
9.3%industrials
7.9%basic materials
7.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,197 cr | ||
₹ 11,862 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Quant Money Managers Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.5% | 16.8% | ||
27.3% | 10.5% | ||
45.6% | 11.6% | ||
33.6% | 14% | ||
37.8% | 13.1% |
Quant Mid Cap Fund (PIDCW-A) Review
Quant Mid Cap Fund (PIDCW-A) is a Mid Cap Equity fund and has delivered an annualised return of 14% over a period of 22 years. The fund was previously known as Quant 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 Mid Cap Fund (PIDCW-A) as of 9/22/2023 is ₹57.69 with the total AUM as of 9/23/2023 is ₹2788.798. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant Mid Cap Fund (PIDCW-A) was launched on Feb 12, 2001. The category risk of the fund is Very High Risk.
The minimum SIP amount for Quant 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 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 Midcap 150 TR INR.
Quant Mid Cap Fund (PIDCW-A) is rated as a 4 fund in Equity and delivered 19.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant Mid Cap Fund (PIDCW-A).
Frequently Asked Questions
What is Quant Mid Cap Fund (PIDCW-A)?
How to invest in Quant Mid Cap Fund (PIDCW-A)?
You can invest in Quant 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 Mid Cap Fund (PIDCW-A)?
The minimum sip amount for Quant Mid Cap Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Quant Mid Cap Fund (PIDCW-A) good to invest in?
As per Scripbox experts, Quant Mid Cap Fund (PIDCW-A) is a Top Ranked fund. You can investQuant 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 Mid Cap Fund (PIDCW-A)?
The expense ratio of the Quant Mid Cap Fund (PIDCW-A) is 1.95% for regular plan.