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  • Quant Small Cap Fund Regular Growth
Quant Mutual Fund

Quant Small Cap Fund Regular Plan Growth

EquitySmall Cap

270.223

NAV (Oct 31)

46.031%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in small cap mutual funds.

Small 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).

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

Good

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

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

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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

270.223

NAV (Oct 31)

Fund Returns

Last 1Y
51.8%
Last 3Y
27.6%
Last 5Y
46%
Last 10Y
21.1%
Since Inception
13.5%
6 Month CAGR
7%

Scheme Information

Investment Objective

The scheme seeks to generate capital appreciation by investing in a well-diversified portfolio of small cap companies.

Expense Ratio
1.59%
Launched 27Y ago
1996-11-24
AUM in Crores
26644.7
ISIN
INF966L01AA0
Lock-in (days)
No Lock-in
Benchmark
NIFTY Smallcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
17.2
Beta
0.9
Sharpe Ratio
1.3
YTM
-
Fund Managers

Ankit A Pande

Fund Manager

Sanjeev Sharma

Fund Manager

Vasav Sahgal

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Quant Small Cap Fund (G)70%26,11,648 18,79,03646%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-03-18

Top Stock Holdings

Others

11.01%
11.008%

Reliance Industries Ltd.

9.57%
9.571%

JIO Financial Services Ltd.

4.88%
4.88%

Aegis Logistics Ltd.

4.46%
4.459%

Aditya Birla Fashion and Retail Ltd.

4.13%
4.132%
See all holdings

Allocation by Sector

Services

15.06%
15.056797%

Healthcare

14.92%
14.924594%

Financial

14.51%
14.514708%

Energy

12.86%
12.859136%

Consumer Staples

8.48%
8.484945%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 17,770 cr

₹ 51,197 cr

amc-img

About the AMC

Quant Mutual Fund

Quant Mutual Fund is one of the oldest and pioneering fund houses in India. It was originally incorporated in 1996. It has about 22 years of legacy in the asset management industry in the global markets.amc-img
phone-img022-62955000
email-img
Fund NameScripbox Opinion
Till Date CAGR

21.9%

11.7%

21.1%

15.6%

26.2%

8.4%

27.6%

13.5%

19%

14.5%

Quant Small Cap Fund Regular Plan Growth Review

Quant Small Cap Fund Regular Plan Growth is a Small Cap Equity fund and has delivered an annualised return of 13.46% over 27 years. The fund has grown over a period of 27 years. The fund is managed by Quant Mutual Fund. The fund managers are Ankit A Pande, Sanjeev Sharma, Vasav Sahgal.

Nav of Quant Small Cap Fund as of 10/31/2024 is ₹270.22 with the total AUM as of 11/2/2024 is ₹26644.74. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant Small Cap Fund was launched on 1996-11-24. The category risk of the fund is Very High.

The minimum SIP amount for Quant Small Cap Fund Regular Plan Growth 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 Regular Growth 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 Smallcap 250 Total Return Index.

Scripbox has rated it 3 stars, indicating it's a neutral fund in the Equity category and delivered 51.79% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant Small Cap Fund.

Frequently Asked Questions

What is Quant Small Cap Fund?

It is a Small Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Quant Small Cap Fund?

You can invest in Quant Small Cap Fund Regular Plan 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?

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

Is Quant Small Cap Fund Regular Plan good to invest in?

According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your goals and risk preferences.

What is the expense ratio of the Quant Small Cap Fund Regular Plan Growth?

The expense ratio of the Quant Small Cap Fund Regular Growth is 1.59% for regular plan.

What is the NAV of Quant Small Cap Fund?

Today's Quant Small Cap Fund Regular Growth NAV is ₹270.22.