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.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 270.223
NAV (Oct 31)
Last 1Y | 51.8% |
Last 3Y | 27.6% |
Last 5Y | 46% |
Last 10Y | 21.1% |
Since Inception | 13.5% |
6 Month CAGR | 7% |
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 | - |
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Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Quant Small Cap Fund (G) | 26,11,648 | 18,79,036 | 46% | |
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.
Others
11.01%Reliance Industries Ltd.
9.57%JIO Financial Services Ltd.
4.88%Aegis Logistics Ltd.
4.46%Aditya Birla Fashion and Retail Ltd.
4.13%Services
15.06%Healthcare
14.92%Financial
14.51%Energy
12.86%Consumer Staples
8.48%Fund Name | Fund Size | |
---|---|---|
₹ 26,417 cr | ||
₹ 24,508 cr | ||
₹ 66,206 cr | ||
₹ 17,770 cr | ||
₹ 51,197 cr |
Quant Mutual Fund
Fund Name | Scripbox 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 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.
What is Quant Small Cap Fund?
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.