- Mutual Funds
- Quantum Mutual Fund
- Quantum Small Cap Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12
NAV (Jul 25)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 20% |
6 Month CAGR | 13.1% |
Scheme Information
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 | 63.314 |
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quantum Small Cap Fund (Growth) | NaN | NaN | % | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
treps ^
15.5%cms info systems ltd
2.4%sansera engineering ltd
2.4%godrej industries ltd
2.4%crompton greaves consumer electricals ltd
2.4%Allocation by Sector
financial services
23.6%industrials
19.5%consumer cyclical
19.1%technology
7.1%healthcare
5.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 21,459 cr | ||
₹ 16,283 cr | ||
₹ 24,345 cr | ||
₹ 59,364 cr | ||
₹ 45,470 cr |
About the AMC
Quantum Asset Management Co Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.5% | 7.8% | ||
2.3% | 4.7% | ||
2.3% | 4.7% | ||
19.1% | 17.3% | ||
5.6% | 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 19.7% 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 7/25/2024 is ₹12.00 with the total AUM as of 7/26/2024 is ₹63.314. 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)?
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.