Quant small cap fund direct plan growth

Data as of 8th May, Source: Value Research It was the top-performing small cap fund from a three-year horizon with a 66.19% CAGR. Now, let us look at the rolling returns. Trailing returns have recency bias, meaning that the near-term events impact recent performance. So, rolling returns present a holistic picture as it averages out the returns generated by the fund. Let us see the rolling returns on a one-year rolling return period against its benchmark and category average. Data as of 4th May, Source: Advisorkhoj So, we have seen that the average rolling return of the fund is greater than the category and benchmark. We can also see that the fund’s maximum return is substantially higher than the category average and the benchmark. However, the minimum return was also less than the category and benchmark. It means although the fund has a greater upside, it also comes with a higher risk. This stunning performance has helped the fund garner assets. The assets under management (AUM), which is the value of the assets managed by the fund, was Rs. 1.17 crores as of 31st October 2018. The AUM currently stands at ₹4091.51 crores as on 30th April 2023, a whopping 349602% increase in assets. The fund is currently managed by Ankit Pande, Vasav Sahgal and Sanjeev Sharma. Investment Their unique investment approach makes Quant Mutual Fund different from other funds in the category. They employ ‘predictive analytics’ that considers asset classes and sectors to formulate a multi-dimension...

I am planning to invest in --Vinay Joshi Quant Small Cap Fund invests mostly in small cap stocks. Small cap schemes are extremely risky and volatile. That’s why these schemes are recommended only to aggressive investors who are ready to tolerate a lot of risk and volatility. They also should have a longer investment horizon of, say, seven to 10 years. A longer investment horizon would help you to navigate volatility better. In short, you can invest in small cap schemes like Quant Small Cap Fund if you are ready to take lot of risks, volatility and have a long investment horizon. Don't invest in small cap schemes if you have an investment horizon of three years.

Quant Small Cap Fund Direct Plan-Growth Fund Key Highlights 1. Current NAV: The Current Net Asset Value of the Quant Small Cap Fund - Direct Plan as of Jun 15, 2023 is Rs 169.59 for Growth option of its Direct plan. 2. Returns: Its trailing returns over different time periods are: 30.43% (1yr), 63.44% (3yr), 26.67% (5yr) and 16.45% (since launch). Whereas, Category returns for the same time duration are: 21.8% (1yr), 40.21% (3yr) and 15.35% (5yr). 3. Fund Size: The Quant Small Cap Fund - Direct Plan currently holds Assets under Management worth of Rs 4688.18 crore as on May 31, 2023. 4. Expense ratio: The expense ratio of the fund is 0.62% for Direct plan as on May 31, 2023. 5. Exit Load: Quant Small Cap Fund - Direct Plan shall attract an Exit Load, "Exit load of 1% if redeemed within 1 year" 6. Minimum Investment: Minimum investment required is Rs 5000 and minimum additional investment is Rs 1000. Minimum SIP investment is Rs 1000. Quant Small Cap Fund Direct Plan-Growth Fund Details Investment Objective - The scheme seeks to generate capital appreciation by investing in a well-diversified portfolio of small cap companies. Fund House Quant Mutual Fund Launch Date Jan 01, 2013 Benchmark NIFTY Smallcap 250 Total Return Index Return Since Launch 16.6% Riskometer Very High Type Open-ended Risk Grade Above Average Return Grade High Concentration & Valuation Analysis MAY 2023 APR 2023 MAR 2023 FEB 2023 JAN 2023 DEC 2022 Number of Holdings 72 73 72 74 76 72 Top 5 Company Holdin...

This content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed. All comparisons are done with the category average metrics for this category. Quant Small Cap Fund Direct Plan Growth is a Equity Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 15 Apr 1996. Pushpa Rai is the Current Fund Manager of Quant Small Cap Fund Direct Plan Growth fund. The fund currently has an Asset Under Management(AUM) of ₹6,179 Cr and the Latest NAV as of 15 Jun 2023 is ₹169.59. The Quant Small Cap Fund Direct Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000. Exit load of 1% if redeemed within 1 year ;

Attention US Persons/Residents Of Canada The information and data contained in this Website do not constitute distribution, an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of quant Mutual Fund in any jurisdiction in which such distribution, sale or offer is not authorised. The material/information provided in this Website is for the limited purposes of information only for the investors. In particular, the information herein is not for distribution and does not constitute an offer to buy or sell or solicitation of an offer to buy or sell any Schemes/Units of quant Mutual Fund to any person in the United States of America ('USA')/Canada. By entering this Website or accessing any data contained in this Website, I/We hereby confirm that I/We am/are not a U.S. person, within the definition of the term 'US Person' under the US Securities laws/resident of Canada. I/We hereby confirm that I/We am/are not giving a false confirmation and/or disguising my/our country of residence. I/We agree and acknowledge that quant Mutual Fund/quant Money Manager Limited (AMC) is relying upon my/our confirmation and in no event shall the directors, officers, employees, trustees, agents of quant AMC associate/group companies be liable for any direct, indirect, incidental or consequential damages arising out of false confirmation provided herein. Date Scheme Name Option NAV( ₹) %Chg 15-Jun-2023 quant Absolute Fund - Direct (G) Growth 326.4104 -0.15 15-Jun-2023 q...