Quant Large and Mid Cap Fund Direct-Growth is a Large & MidCap mutual fund offered by Quant Mutual Fund. This fund was established on January 1, 2013, making it 11 years. As of now, the assets under management (AUM) of Quant Large and Mid Cap Fund Direct-Growth is at ₹3,573 crores, making it a medium-sized fund within its category.
The majority of the fund’s assets are invested in the consumer staples, energy, healthcare, automobile and insurance sectors. Compared to other funds in the category, it has less exposure to the Consumer Staples and Energy sectors.
Quant Large and Mid Cap Fund Performance
The last year’s direct growth returns for Quant Large and Mid Cap Funds are 61.84%. It has produced returns an average of 21.57% annually since launch. Every three years, the fund doubles the amount invested in it.
The Quant Large and Mid Cap Fund Direct-Growth strategy outperforms the majority of funds in its category in terms of returns. It has a strong capacity to control losses in a sinking market.
Quant Large and Mid Cap Fund Returns
| Period | Quant Large and Mid Cap Fund | Category average |
|---|---|---|
| 1 month | 1.11% | 3.07% |
| 3 months | 6.19% | 11.14% |
| 6 months | 18.56% | 20.34% |
| 1 year | 62.92% | 45.67% |
| 3 years | 32.21% | 23.12% |
| 5 years | 32.13% | 25.36% |
Quant Large and Mid Cap Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
Reliance Industries Ltd.
|
Energy | Equity | 10.54% |
|
HDFC Bank Ltd.
|
Financial | Equity | 10.22% |
|
Samvardhana Motherson International Ltd.
|
Automobile | Equity | 6.33% |
|
Aurobindo Pharma Ltd.
|
Healthcare | Equity | 6.07% |
|
Container Corporation Of India Ltd.
|
Services | Equity | 5.82% |
Quant Large and Mid Cap Fund Suitability
As long as you invest for five years or longer, you are likely to see gains that outperform both inflation and fixed income returns. However, you can expect your investment value to fluctuate along the way.
Disclaimer: The information provided in this article is for informational purposes only and should not be considered as financial advice. The data and figures presented are based on publicly available information and may be subject to change. Before making any investment decisions, it is recommended to conduct thorough research, consult with financial advisors, and consider your individual investment goals and risk tolerance. The author and publisher of this article do not assume any responsibility for any investment decisions made based on the information provided.