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Quant Small Cap Fund Direct growth
Equity • Small Cap • Direct growth
More top rated funds
Fund Info
Equity
Small Cap
Direct growth
Launched On
01 Jan 2013
12.4 years ago
Lock-in Period
No lock-in
NAV
as of 09 May 2025
₹252.83
-0.9011% (-2.20)
AUM
₹24,893 Cr
Expense ratio
0.68%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
What's in this fund?
Sectors
Holdings
Energy
Financial Services
Consumer Cyclical
Healthcare
Basic Materials
Fund Managers
Sanjeev Sharma
Experience: 8.27 yrs • Total AUM: 5,50,418 Cr
Ankit A. Pande
Experience: 4.99 yrs • Total AUM: 5,28,539 Cr
Sandeep Tandon
Experience: 4.01 yrs • Total AUM: 5,15,537 Cr
Varun Pattani
Experience: 3.10 yrs • Total AUM: 5,15,537 Cr
Ayusha Kumbhat
Experience: yrs • Total AUM: 5,15,537 Cr
Sameer Kate
Experience: yrs • Total AUM: 5,15,537 Cr
Yug Tibrewal
Experience: yrs • Total AUM: 5,15,537 Cr
CAGR
₹1,000 invested for 5 years
Distribution
Asset split
Market capital
Equity91.38%
Cash8.13%
Debt0.49%
Fund House
Quant
Inc: 23 Sep 1996 • Total AUM: ₹83,636 Cr • Rank #19Quant Mutual Fund, started in 2008, has Quant Capital Finance & Investments Pvt Ltd as its sponsors. The fund house is headed by Sandeep Tandon as the CEO. As of 31 March 2024, it has an AUM of ₹77,378 Cr.
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
HDFC Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
22.60%
Expense ratio
0.93%
Returns vs category
Risk vs category
Axis Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
19.89%
Expense ratio
0.57%
Returns vs category
Risk vs category
ICICI Prudential Smallcap Fund
Equity • Small Cap • Direct Growth3Y CAGR
18.87%
Expense ratio
0.88%
Returns vs category
Risk vs category
SBI Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
17.51%
Expense ratio
0.72%
Returns vs category
Risk vs category
Kotak Small Cap Fund
Equity • Small Cap • Direct Growth3Y CAGR
16.25%
Expense ratio
0.57%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.