Formerly Quant Income Bond DP
Neutral
However, Scripbox does not recommend investing in small cap mutual funds.
These funds invest in the smallest companies listed on the exchanges.
Early in their growth cycle, these companies have the potential for very high growth but this comes with very high uncertainty as the business is not yet proven.
Price fluctuations are highest in the stocks of these companies translating to high NAV fluctuations for the funds.Smaller companies also tend to have low trade volumes - exposing the fund to the risk of not being able to exit in a down market.While showing periodic spikes in performance,these funds have not done better than diversified equity funds over the long term.Investors are therefore better off investing in diversified funds rather than this category.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
25 Years. The fund has an Extended history for analysis and the track record is excellent.
Relative Size
108 Cr. Small within the category
Category View
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Good. The historical performance of the fund has been good
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
No single fund can achieve what a plan can. Learn why
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 small 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
Very High Risk
2.39 %
Expense Ratio
Oct 31, 1996
Launched (25y ago)
₹ 108
AUM in Crores
INF966L01036
ISIN
No Lock-in
Lock-in
IISL Nifty Smallcap 250 TR INR
Benchmark
₹ 0
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
Mid Cap
Recommended
Top Ranked
17 Years
Age
Track Record
Index Funds
Recommended
Top Ranked
21 Years
Age
Track Record
Index Funds
Recommended
Top Ranked
19 Years
Age
Track Record
Large Cap
Recommended
Top Ranked
25 Years
Age
Track Record
Mid Cap
Recommended
Top Ranked
26 Years
Age
Track Record
About the AMC
Quant Money Managers Limited
Quant Money Managers Limited manages assets worth 665 crores and was set up on 1 December 1995. It's current offering of mutual fund schemes includes 25 equity,16 debt and 6 hybrid funds.
Aggressive Hybrid
₹ 14 Cr
Fund Size
16.5%
3Y returns
Multi Asset Allocation
₹ 13 Cr
Fund Size
16.1%
3Y returns
Mid Cap
₹ 27 Cr
Fund Size
14.5%
3Y returns
Sectoral / Thematic - Consumption
₹ 5 Cr
Fund Size
13%
3Y returns
Diversified
₹ 10 Cr
Fund Size
10.7%
3Y returns
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
We review your investments and make course corrections every year to make the best out of your investments
Quant Small Cap Fund (DP-A) is a small cap equity fund and has delivered an annualised return of 10.5% over a period of 25 years .The fund was previously known as Quant Income Bond DP.The fund is managed by Quant Money Managers Limited.The fund managers are Ankit A. Pande, Rochan Pattnayak, Sandeep Tandon, Sanjeev Sharma, Vasav Sahgal
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 small 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.
The Quant Small Cap Fund (DP-A) fund was launched on Oct 31, 1996. The NAV (Net Asset Value) of this small cap equity as of 2021-03-04 is ₹ 65.7168. The total AUM (Asset Under Management) of the fund as of 2021-03-05 is ₹ 107.738. The category risk of the Quant Small Cap Fund (DP-A) fund is Very High Risk. The fund charges 2.39 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 100.4% in this asset class. The top three holdings of the fund are stylam industries ltd,tata steel long products ltd and bharat rasayan ltd
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 0 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.
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 Smallcap 250 TR INR
Quant Small Cap Fund (DP-A) has a score of 2 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 Small Cap Fund (DP-A) has a score of 2 out of 5. Scipbox has rated this fund 4 out of 5 based on consistency of performance over various years / tenures.