Quant Small Cap Fund Direct growth

Equity • Small Cap • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Small Cap

Direct growth

Launched On
01 Jan 2013
12.5 years ago
Lock-in Period
No lock-in
NAV
as of 11 Jul 2025
₹283.93
-0.3838% (-1.00)
AUM
₹29,629 Cr
Expense ratio
0.66%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

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%

Distribution

Asset split
Market capital
Equity96.04%
Cash3.96%
Debt0.00%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

18.89%
Energy

Energy

18.19%
Healthcare

Healthcare

14.71%
Consumer Cyclical

Consumer Cyclical

14.32%
Basic Materials

Basic Materials

9.76%

Fund House

Quant

Quant

Inc: 23 Sep 1996 • Total AUM: ₹93,276 Cr • Rank #19
Quant 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.

Fund Managers

Sanjeev Sharma

Experience: 8.44 yrs • Total AUM: 6,08,262 Cr

Ankit A. Pande

Experience: 5.16 yrs • Total AUM: 5,87,592 Cr

Sandeep Tandon

Experience: 4.18 yrs • Total AUM: 5,74,590 Cr

Varun Pattani

Experience: 3.27 yrs • Total AUM: 5,74,590 Cr

Ayusha Kumbhat

Experience: yrs • Total AUM: 5,74,590 Cr

Sameer Kate

Experience: yrs • Total AUM: 5,75,207 Cr

Yug Tibrewal

Experience: yrs • Total AUM: 5,75,207 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

Top rated

HDFC Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
28.63%
Expense ratio
0.73%
Returns vs category
Above Average
Risk vs category
Average
Top rated

Axis Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
24.75%
Expense ratio
0.55%
Returns vs category
Average
Risk vs category
Low
Top rated

ICICI Prudential Smallcap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
22.02%
Expense ratio
0.73%
Returns vs category
Average
Risk vs category
Average
Top rated

SBI Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
21.80%
Expense ratio
0.7%
Returns vs category
Average
Risk vs category
Below Average
Top rated

Kotak Small Cap Fund

Equity • Small Cap • Direct Growth
3Y CAGR
21.76%
Expense ratio
0.53%
Returns vs category
Average
Risk vs category
Average
1 / 5
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.