Quant Small Cap Fund Direct Plan-Growth is a Small Cap mutual fund offered by Quant Mutual Fund. This fund was established on January 1, 2013, making it 11 years. As of now, Quant Small Cap Fund Direct Plan-Growth has assets under management (AUM) of ₹24,530 Crores, making it a medium-sized fund in its category.
The majority of the fund’s money is invested in the services, energy, financial, healthcare and consumer staples sectors. Compared to other funds in the category, it has a lower level of exposure to the energy and services sectors.
Quant Small Cap Fund Performance
The growth returns for the previous year’s Quant Small Cap Fund Direct Plan are 57.69%. It has produced returns of 20.56% on average year since its start. Every two years, the fund doubles the amount invested in it.
The Quant Small Cap Fund Direct Plan-Growth strategy outperforms other funds in its category in terms of its ability to consistently provide returns.
Quant Small Cap Fund Returns
| Period | Quant Small Cap Fund | Category average |
|---|---|---|
| 1 month | 2.61% | 3.55% |
| 3 months | 9.84% | 14.44% |
| 6 months | 15.44% | 21.72% |
| 1 year | 58.28% | 48.17% |
| 3 years | 35.16% | 28.74% |
| 5 years | 51.62% | 35.53% |
Quant Small Cap Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
Reliance Industries Ltd.
|
Energy | Equity | 10.63% |
|
HDFC Bank Ltd.
|
Financial | Equity | 7.27% |
|
JIO Financial Services Ltd.
|
Financial | Equity | 5.68% |
|
Aegis Logistics Ltd.
|
Services | Equity | 3.57% |
|
Bikaji Foods International Ltd.
|
Consumer Staples | Equity | 3.51% |
Quant Small Cap Fund Suitability
When you decide to invest for seven years or longer, you can expect profits 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.