Quant small cap fund

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category Less expense ratio implies better returns over the long term We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags Significant holdings have underlying redflags AboutSmall Cap Fund Small Cap funds invest in stocks of the companies ranking 251st onwards in terms of full market capitalization. They invest at least 65% of their assets in equity and equity related schemes of small cap companies. These funds are relatively more riskier than mid-cap and large-cap funds

If you’re looking for an investment opportunity with a high potential for growth, small-cap funds may be the way to go. These funds invest in companies with small market capitalizations, which are typically between $300 million and $2 billion. However, with so many small-cap funds out there, it can be challenging to determine which one is the best fit for you. What is Quant Small Cap Funds Quant Small Cap Funds are investment funds that utilize a quantitative investment strategy to select and invest in small-cap stocks. Small-cap companies are those with a relatively small market capitalization, typically between $300 million and $2 billion. Quantitative investment strategies use computer algorithms to analyze large amounts of data, such as financial metrics, historical performance, and other factors, to identify potential investment opportunities. In the case of small-cap funds, quantitative strategies can help identify companies that may have high growth potential, but are often overlooked by other investors. The use of computer algorithms can also help remove the emotional biases that can sometimes influence investment decisions. Quant Small Cap Funds can provide investors with a diversified portfolio of small-cap stocks, potentially offering higher returns compared to large-cap stocks. However, small-cap stocks also tend to be riskier, as these companies may be less established and have less financial stability compared to larger companies. Investors should carefully c...

The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser. This site and all the information contained herein is general and/or educational in nature. Individuals should consult an investment advisor before making any investment decisions. By using the site I agree to the applicable terms for Financial Intermediaries, Institutional Investors and Individuals. Fund description The Fund seeks a favorable long-term total return, mainly through capital appreciation, primarily from equity securities of smaller domestic companies. It normally invests at least 80% of its assets in small-cap equity securities across a wide range of sectors, growth rates and valuations that management believes appear to have favorable prospects for significant long-term capital appreciation. Management employs proprietary quantitative models that typically weigh many different variables, including the valuation of a stock versus the market or its peers, future earnings and sustainable growth prospects, and the price and volume trends of the stock. The Fund seeks to generate a favorable long-term return while also managing its relative risk versus the index. Important fund notice Effective 14 Jul 2020, TIAA-CREF Quant Small-Cap Equity Fund will resume offering i...

MUMBAI : With a 206% return over the past year, Quant Small Cap Fund was the top performer among all equity mutual funds in India in this period. The fund as well as the fund house itself are not well known among India’s mutual fund investors and distributors and hence understanding its past is important for potential investors. Quant Small Cap Fund was not always a high performer, severely lagging its benchmark and peers in 2019 and putting up an inconsistent performance in earlier years. The fund house itself changed hands in 2018, making the past returns less significant. The new management also made major changes to the investment process and personnel. Mint explains. What was once Escorts Mutual Fund became Quant Mutual Fund following a buyout of the asset management company by Quant Capital, a broking and mutual fund distribution in 2018. Headed by Sandeep Tandon, Quant Capital was earlier a part of the Anil Ambani owned Reliance Securities. Escorts MF had assets under management (AUM) of ₹235 crore at the time of acquisition. Powered by recent performance, that AUM has soared to ₹1,855 crore according to its national sales head with the fund house adding assets of around ₹600 crore- ₹700 crore in the past month alone. Quant Mutual Fund says it follows a ‘VLRT’ strategy, analyzing valuation, liquidity, risk and timing. In practice that has translated into a high turnover ratio (a high churn in the portfolio with stocks frequently bought and sold). "If you see the por...

Quant Mutual Fund came into existence after Quant Capital Finance & Investments Private Limited (sponsor) bought Escorts Mutual Fund in 2018 and renamed it. Escorts Mutual Fund was incorporated in 1996 and was one of the oldest fund houses in the country. At the time of its acquisition, Escorts Mutual Fund had an AUM of around Rs 235 crore, which has now grown to Rs 18,310 crore, as of Feb 2023. In the current structure, Quant Money Managers Limited (QMML) is the Asset Management Company for Quant Mutual Fund. Capital Finance & Investments Pvt Ltd is the sponsor for QMML. ..... • Quant Mutual Fund offers its customers 17 mutual fund schemes • Of these, 12 are Equity Schemes, 2 are Hybrid Schemes, and 3 are Debt Schemes • Quant Mutual Fund held 0.44% of the industry's total Assets Under Management (AUM) as of Feb 28'23 • Some of Quant Mutual Fund's schemes with the highest AUM are: Quant Active Fund, Quant Small Cap Fund, and Quant Tax Plan. • Quant Small Cap Fund • Quant Infrastructure Fund • Quant Tax Plan • Quant Mid Cap Fund • Quant Flexi Cap Fund • Quant Active Fund • Quant Multi Asset Fund • Quant Absolute Fund • Quant Large and Mid Cap Fund • Quant Focused Fund • Quant Liquid Fund • Quant ESG Equity Fund • Quant Gilt Fund • Quant Dynamic Asset Allocation Fund • Quant Large Cap Fund • Quant Overnight Fund • Quant Quantamental Fund • Quant Business Cycle Fund • Quant Value Fund The documents for KYC (Know Your Client) include proof of address and proof of identity. Her...

Quant Small Cap Fund Direct Plan-Growth is a Small Cap mutual fund scheme from • • Quant Small Cap Fund Direct Plan-Growth returns of last 1-year are 38.77%. Since launch, it has delivered 16.60% average annual returns. The fund has doubled the money invested in it every 3 yrs. • Quant Small Cap Fund Direct Plan-Growth scheme's ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is below average. • The fund has the majority of its money invested in Financial, Energy, Services, Consumer Staples, Metals & Mining sectors. It has taken less exposure in Financial, Energy sectors compared to other funds in the category. • • The fund's top 5 holdings are in Reliance Industries Ltd., HDFC Bank Ltd., IRB Infrastructure Developers Ltd., Bikaji Foods International Ltd., Punjab National Bank. ..... • Reliance Industries Ltd. 9.55% • HDFC Bank Ltd. 7.67% • IRB Infrastructure Developers Ltd. 3.44% • Bikaji Foods International Ltd. 3.38% • Punjab National Bank 3.32% • Jindal Stainless Ltd. 2.9% • Usha Martin Ltd. 2.81% • Arvind Ltd. 2.67% • Just Dial Ltd. 2.25% • India Cements Ltd. 2.04% • RBL Bank Ltd. 1.93% • Hindustan Copper Ltd. 1.93% • Himachal Futuristic Communications Ltd. 1.89% • TV18 Broadcast Ltd. 1.76% • Natco Pharma Ltd. 1.59% • ITC Ltd. 1.5% • Marksans Pharma Ltd. 1.49% • Stylam Industries Ltd. 1.43% • E.I.D. - Parry (India) Ltd. 1.37% • Sula Vineyards Ltd. 1.36% • VRL Logistics Ltd. 1.31% • Aeg...