- Mutual Funds
- Quant Mutual Fund
- Quant Mid Cap Fund (RIDCW-M)
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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 86.6493
NAV (Sep 18)
Fund Returns
Last 1Y | 47.9% |
Last 3Y | 29.9% |
Last 5Y | 37.8% |
Last 10Y | 20.1% |
Since Inception | 14.6% |
6 Month CAGR | 21.1% |
Scheme Information
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
Expense Ratio | 1.73 |
Launched (0y ago) | 1.73 |
AUM in Crores | 9367.4 |
ISIN | INF966L01168 |
Lock-in | |
Benchmark | NIFTY Midcap 150 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 15.8 |
Beta | 0.9 |
Sharpe Ratio | 1.5 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quant Mid Cap Fund (RIDCW-M) | 20,28,232 | 12,95,620 | 37.8% | |
| 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
Others
17.4%Aurobindo Pharma Ltd.
9.9%Reliance Industries Ltd.
9.5%Container Corporation Of India Ltd.
9.2%IRB Infrastructure Developers Ltd.
8.8%Allocation by Sector
Healthcare
12.504011%Services
12.35067%Metals & Mining
11.522257%Energy
11.201272%Consumer Staples
11.07245%Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 26,041 cr | ||
₹ 23,712 cr | ||
₹ 64,222 cr | ||
₹ 50,154 cr | ||
₹ 17,488 cr |
About the AMC
Quant Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.665% | 11.909% | ||
24.411% | 16.233% | ||
31.278% | 8.829% | ||
31.026% | 13.701% | ||
21.269% | 15.054% |
Quant Mid Cap Fund (RIDCW-M) Review
Quant Mid Cap Fund (RIDCW-M) is a Equity Equity fund and has delivered an annualised return of 14.564% over a period of 23 years. The fund is managed by Quant Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of Quant Mid Cap Fund (RIDCW-M) as of 9/18/2024 is ₹86.65 with the total AUM as of 9/19/2024 is ₹9367.3807. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant Mid Cap Fund (RIDCW-M) was launched on 2001-03-09. The category risk of the fund is Average.
The minimum SIP amount for Quant Mid Cap Fund (RIDCW-M) 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 (RIDCW-M) 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 NIFTY Midcap 150 Total Return Index.
Quant Mid Cap Fund (RIDCW-M) is rated as a 3 fund in Equity and delivered 47.935% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant Mid Cap Fund (RIDCW-M).
Frequently Asked Questions
What is Quant Mid Cap Fund (RIDCW-M)?
How to invest in Quant Mid Cap Fund (RIDCW-M)?
You can invest in Quant Mid Cap Fund (RIDCW-M) 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 (RIDCW-M)?
The minimum sip amount for Quant Mid Cap Fund (RIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Quant Mid Cap Fund (RIDCW-M) good to invest in?
As per Scripbox experts, Quant Mid Cap Fund (RIDCW-M) is a 3 fund. You can investQuant Mid Cap Fund (RIDCW-M) 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 (RIDCW-M)?
The expense ratio of the Quant Mid Cap Fund (RIDCW-M) is 1.73% for regular plan.