Quant Large & Mid Cap Fund - Growth Option

Fund House: Quant Mutual Fund

Category: Equity: Large and Mid Cap

Status: Open Ended Schemes

Launch Date: 11-12-2006

Minimum Investment: 5000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: NIFTY Large Midcap 250 TRI

Total Assets: 3356.1 As on (31-12-2025)

Expense Ratio: 1.94% As on (31-12-2025)

Turn over: 81.00% | Exit Load: For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1%. No exit load shall be applicable on switches from Regular Plan to Direct Plan and vice versa, under the same scheme.

NAV as on 30-01-2026

105.5904

0.3942

CAGR Since Inception

12.98%

NIFTY Large Midcap 250 TRI 15.77%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Quant Large & Mid Cap Fund - Growth Option -5.36 14.13 17.33 15.52 12.98
NIFTY LARGE MIDCAP 250 TRI 10.58 19.68 18.99 16.64 15.77
Equity: Large and Mid Cap 8.33 18.65 17.84 14.98 12.93

Funds Manager

Sandeep Tandon

RETURNS CALCULATORS for Quant Large & Mid Cap Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of Quant Large & Mid Cap Fund - Growth Option

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Quant Large & Mid Cap Fund - Growth Option

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Quant Large & MidCap Gr 11-12-2006 -5.36 0.63 14.13 17.33 15.52
Helios Large & Mid Cap Fund Reg Gr 30-10-2024 14.18 0.0 0.0 0.0 0.0
Kotak Large & Midcap Fund Gr Reg 05-09-2004 12.89 13.81 20.17 18.69 16.47
SBI Large & MidCap Reg Gr 28-02-1993 12.4 12.08 18.33 19.24 15.58
Mirae Asset Large & Midcap Fund Reg Plan Gr 02-07-2010 12.21 9.79 17.35 16.41 17.7
Whiteoak Capital Large & Mid Cap Reg Gr 22-12-2023 12.13 13.77 0.0 0.0 0.0
DSP Large & Mid Cap Reg Gr 16-05-2000 11.17 13.64 20.81 18.6 16.19
ICICI Pru Large & MidCap Gr 09-07-1998 11.13 14.16 20.91 22.56 16.33
BANK OF INDIA Large & Mid Cap Fund Eco Plan Gr 21-10-2008 11.02 9.65 18.29 17.53 14.06
UTI Large & Mid Cap Fund Reg Gr 01-08-2005 10.85 14.9 22.17 21.13 15.18

Asset Allocation (%)

Key Performance and Risk Statistics of Quant Large & Mid Cap Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quant Large & Mid Cap Fund - Growth Option 15.18 0.6 -4.77 1.12 - -
Equity: Large and Mid Cap - - - - - -