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    • Quant Small Cap Fund (Growth)

    Formerly Quant Income Bond Gr

    Quant Mutual Fund

    Quant Small Cap Fund (Growth)

    EquitySmall Cap

    128.3063

    NAV (Sep 23)

    22%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    Click here for top ranked funds in small cap mutual funds.

    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.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    25 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    1,046 Cr. Medium 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

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    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
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      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    128.3063

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    121.6%
    Last 3Y
    36.3%
    Last 5Y
    22%
    Last 10Y
    15.5%
    Since Inception
    11.1%
    6 Month CAGR
    52.9%
    info-icon-blue

    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.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    1.75
    Launched (25y ago)
    Sep 23, 1996
    AUM in Crores
    1045.739
    ISIN
    INF966L01AA0
    Lock-in
    No Lock-in
    Benchmark
    IISL Nifty Smallcap 250 TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Ankit A. Pande

    Fund Manager

    user-avatar

    Sanjeev Sharma

    Fund Manager

    user-avatar

    Vasav Sahgal

    Fund Manager

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    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.

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    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
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      One click investing tracking
    comparison

    Comparison with Equity Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    SBI Focused Equity Fund (G)

    recommended-badge

    ₹ 19,429 cr

    5

    recommended-badge

    ₹ 5,308 cr

    5

    recommended-badge

    ₹ 4,853 cr

    5

    recommended-badge

    ₹ 3,705 cr

    5

    recommended-badge

    ₹ 3,232 cr

    5

    amc-icon

    About the AMC

    Quant Money Managers Limited

    Quant Money Managers Limited manages assets worth 3,479 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

  • tel-amc-about
    9819338394
  • mail-amc-about
    compliance.mf@quant.in
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5.7%

    7.8%

    top-ranked-badge

    %

    4.6%

    top-ranked-badge

    %

    4.6%

    top-ranked-badge

    %

    4.6%

    top-ranked-badge

    18.9%

    14%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About Quant Small Cap Fund (G)

    About Quant Small Cap Fund (G)

    Quant Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 11.1% over a period of 25 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

    Quant Small Cap Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.

    Quant Small Cap Fund (G) NAV,AUM,Risk

    The Quant Small Cap Fund (G) fund was launched on Sep 23, 1996. The NAV (Net Asset Value) of this Small Cap Equity fund as of 2021-09-23 is ₹128.31. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹1045.739. The category risk of the Quant Small Cap Fund (G) fund is Very High Risk. The fund charges 1.75 % as expense ratio.

    Quant Small Cap Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 98.9% in this asset class. The top three holdings of the fund are , indiabulls real estate ltd , bank of india , shilpa medicare ltd , arvind ltd , linde india ltd , stylam industries ltd , india cements ltd , e i d parry india ltd , itc ltd , caplin point laboratories ltd , olectra greentech ltd , vedanta ltd , national aluminium co ltd , hfcl ltd , prestige estates projects ltd , krishna institute of medical sciences ltd , anupam rasayan india ltd , welspun india ltd , godrej agrovet ltd ordinary shares , sis ltd ordinary shares , gujarat narmada valley fertilizers & chemicals ltd , shree renuka sugars ltd , neuland laboratories ltd , gmm pfaudler ltd , bharat rasayan ltd , nmdc ltd , exxaro tiles ltd shs , garware hi-tech films ltd , astra microwave products ltd , nureca ltd , hindustan copper ltd , religare enterprises ltd , nitin spinners ltd , ksb ltd , tata steel long products ltd , jash engineering ltd ordinary shares , grindwell norton ltd , ptc india financial services ltd , vimta labs ltd , newgen software technologies ltd , marksans pharma ltd , treps 01-sep-2021 depo 10 , network 18 media & investments ltd , nahar spinning mills ltd , glenmark life sciences ltd , ramkrishna forgings ltd , fortis healthcare ltd , mahindra cie automotive ltd , expleo solutions ltd , rico auto industries ltd , automotive axles ltd , ingersoll-rand (india) ltd , skf india ltd , pricol ltd , nca-net current assets , lyka labs ltd , tv18 broadcast ltd

    Quant Small Cap Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

    Quant Small Cap Fund (G) Investment volatility and Horizon

    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 (G) Review

    Quant Small Cap Fund (G) has a score of 3 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 (G) has a score of 3 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.

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