Quant Mid Cap Fund Direct-Growth is a Mid Cap mutual fund from Quant Mutual Fund. This fund was established on January 1, 2013, making it 11 years. Quant Mid Cap Fund Direct-Growth has ₹9,283 Crores in assets under management (AUM), making it a medium-sized fund in its class.
The majority of the fund’s money is invested in Healthcare, Services, Metals & Mining, Energy and Consumer Staples sectors. It has less exposure to the Healthcare and Services sectors than other funds in the category.
Quant Mid Cap Fund Performance
Quant Mid Cap Fund Direct-Growth returns over the last year are 58.40%. It has produced returns of 20.70% on average year since launch. Every two years, the fund doubles the amount invested in it.
The Quant Mid Cap Fund Direct-Growth scheme’s track record of regular return delivery is similar to most funds in its class. It has an average capacity for managing losses in a declining market.
Quant Mid Cap Fund Returns
| Period | Quant Mid Cap Fund | Category average |
|---|---|---|
| 1 month | 0.08% | 2.83% |
| 3 months | 3.26% | 12.33% |
| 6 months | 17.75% | 23.81% |
| 1 year | 59.38% | 51.17% |
| 3 years | 35.09% | 27.22% |
| 5 years | 40.29% | 30.83% |
Quant Mid Cap Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
Reliance Industries Ltd.
|
Energy | Equity | 10.52% |
|
HDFC Bank Ltd.
|
Financial | Equity | 9.28% |
|
Aurobindo Pharma Ltd.
|
Healthcare | Equity | 8.31% |
|
Samvardhana Motherson International Ltd.
|
Automobile | Equity | 8.10% |
|
Container Corporation Of India Ltd.
|
Services | Equity | 7.47% |
Quant Mid Cap Fund Suitability
When you choose to invest for seven years or longer, you are likely to see gains that outperform both inflation and fixed-income returns.
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.