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  • Quant Small Cap Fund (Growth)

Formerly Quant Income Bond Gr

Quant Mutual Fund

Quant Small Cap Fund (Growth)

EquitySmall Cap

Top Ranked

143.8654

NAV (Dec 02)

22.8%
5 Year CAGR
Scripbox Opinion
Top Ranked
These are the top-ranked funds within 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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

143.8654

NAV (Dec 2)

Fund Returns

Last 1Y

11.8%

Last 3Y

52.1%

Last 5Y

22.8%

Last 10Y

15.5%

Since Inception

11%

6 Month CAGR

17.5%

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 small cap companies.There is no assurance that the investment objective of the Scheme will be realized.

Expense Ratio

2.67

Launched (26y ago)

Sep 23, 1996

AUM in Crores

2355.468

ISIN

INF966L01AA0

Lock-in

No Lock-in

Benchmark

IISL Nifty Smallcap 250 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

31.1

Standard Deviation (5yr)

26.7

Beta (3yr)

0.93

Beta (5yr)

0.83

Sharpe Ratio (3yr)

1.385

Sharpe Ratio (5yr)

0.716

YTM

0

Fund Managers

Sanjeev Sharma

Fund Manager

Vasav Sahgal

Fund Manager

Ankit A. Pande

Fund Manager

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.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

itc ltd

9.5%
9.5%

ambuja cements ltd

7.1%
7.1%

irb infrastructure developers ltd

5.6%
5.6%

hfcl ltd

4.5%
4.5%

rbl bank ltd

4%
4%
See all holdings

Allocation by Sector

basic materials

22.7%
22.7%

industrials

18.4%
18.4%

consumer defensive

17.3%
17.3%

financial services

10.7%
10.7%

healthcare

7.6%
7.6%
See all sectors

Compare Quant Small Cap Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Quant Money Managers Limited

Quant Money Managers Limited manages assets worth 14,093 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

  • 022-62955000
  • help.investor@quant.in
  • Fund NameScripbox Opinion
    Till Date CAGR

    30.9%

    17.3%

    29.6%

    10.6%

    52.1%

    11%

    4.5%

    7.5%

    37.5%

    14.2%

    Quant Small Cap Fund (G) Review

    Quant Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 11% over a period of 26 years. The fund was previously known as Quant Income Bond Gr. The fund is managed by Quant Money Managers Limited. The fund managers are Ankit A. Pande, Sanjeev Sharma, Vasav Sahgal.

    Nav of Quant Small Cap Fund (G) as of 12/2/2022 is ₹143.87 with the total AUM as of 12/3/2022 is ₹2355.468. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant Small Cap Fund (G) was launched on Sep 23, 1996. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Quant Small Cap Fund (G) 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 Small Cap Fund (G) 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 (G) is rated as a 4 fund in Equity and delivered 11.8% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant Small Cap Fund (G).

    Frequently Asked Questions

    What is Quant Small Cap Fund (G)?

    Quant Small Cap Fund (G) is a Small Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Quant Small Cap Fund (G)?

    You can invest in Quant Small Cap Fund (G) 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 Small Cap Fund (G)?

    The minimum sip amount for Quant Small Cap Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Quant Small Cap Fund (G) good to invest in?

    As per Scripbox experts, Quant Small Cap Fund (G) is a Top Ranked fund. You can investQuant Small Cap Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Quant Small Cap Fund (G)?

    The expense ratio of the Quant Small Cap Fund (G) is 2.67% for regular plan.