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  • Quantum Small Cap Fund (Growth)
Quantum Mutual Fund

Quantum Small Cap Fund (Growth)

EquitySmall Cap

10.84

NAV (May 29)

8.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

10.84

NAV (May 29)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
8.4%
6 Month CAGR
7.2%

Scheme Information

Investment Objective

The Investment Objective of the Scheme to generate capital appreciation by investing predominantly in Small Cap Stocks. There is no assurance that the investment objective of the scheme will be achieved.

Expense Ratio
2.1
Launched (1y ago)
Nov 03, 2023
AUM in Crores
47.235
ISIN
INF082J01440
Lock-in
No Lock-in
Benchmark
S&P BSE 250 SmallCap TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Chirag Mehta

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Quantum Small Cap Fund (Growth)70%NaN NaN%
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 2024-05-29

Top Stock Holdings

treps ^

19.9%
19.9%

kirloskar pneumatic co ltd

3.1%
3.1%

godrej industries ltd

2.9%
2.9%

karur vysya bank ltd

2.5%
2.5%

equitas small finance bank ltd ordinary shares

2.4%
2.4%
See all holdings

Allocation by Sector

industrials

23%
23%

financial services

19.7%
19.7%

consumer cyclical

16.8%
16.8%

technology

7%
7%

healthcare

3.9%
3.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 42,664 cr

₹ 63,933 cr

amc-img

About the AMC

Quantum Asset Management Co Pvt. Ltd.

Quantum Asset Management Co Pvt. Ltd. manages assets worth 2,385 crores and was set up on 19 September 2005. It's current offering of mutual fund schemes includes 9 equity,7 debt and 1 hybrid funds.amc-img
phone-img022-61447800
Fund NameScripbox Opinion
Till Date CAGR

6%

7.7%

2%

4.7%

2%

4.7%

17%

16.8%

5.4%

6.7%

Quantum Small Cap Fund (G) Review

Quantum Small Cap Fund (G) is a Small Cap Equity fund and has delivered an annualised return of 8.4% over a period of 0 years. The fund is managed by Quantum Asset Management Co Pvt. Ltd.. The fund manager’s name is Chirag Mehta.

Nav of Quantum Small Cap Fund (G) as of 5/29/2024 is ₹10.84 with the total AUM as of 5/30/2024 is ₹47.235. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quantum Small Cap Fund (G) was launched on Nov 03, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Quantum Small Cap Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

Quantum 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 S&P BSE 250 SmallCap TR INR.

Quantum Small Cap Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quantum Small Cap Fund (G).

Frequently Asked Questions

What is Quantum Small Cap Fund (G)?

Quantum Small Cap Fund (G) 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 Quantum Small Cap Fund (G)?

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

The minimum sip amount for Quantum Small Cap Fund (G) is ₹0. You can invest in multiples of ₹5000.

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

As per Scripbox experts, Quantum Small Cap Fund (G) is a Not Reviewed Yet fund. You can investQuantum 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 Quantum Small Cap Fund (G)?

The expense ratio of the Quantum Small Cap Fund (G) is 2.1% for regular plan.