Quant Mid Cap Fund - Growth Option - Regular Plan

Fund House: Quant Mutual Fund

Category: Equity: Mid Cap

Status: Open Ended Schemes

Launch Date: 26-02-2001

Minimum Investment: 5000.0

Asset Class: Equity

Minimum Topup: 1000.0

Benchmark: NIFTY Midcap 150 TRI

Total Assets: 8382.13 As on (31-03-2025)

Expense Ratio: 1.77% As on (31-03-2025)

Turn over: 81.00% | Exit Load: 0.50% if redeemed with in 3 months from the date of allotment w.e.f 08/08/2021 NIL if redeemed after 3 months from the date of allotment of units. Please Note that prevailing exit load structure at the time of investment will be applicable for redemption/switch-out.

NAV as on 25-04-2025

209.2211

-4.6107

CAGR Since Inception

13.4%

NIFTY Midcap 150 TRI 17.52%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Quant Mid Cap Fund - Growth Option - Regular Plan -7.31 18.8 33.63 16.36 13.4
NIFTY MIDCAP 150 TRI 9.31 21.88 33.94 18.1 17.52
Equity: Mid Cap 7.04 19.19 29.54 15.4 17.69

Funds Manager

Sanjeev Sharma, Vasav Sahgal, Ankit A Pande

RETURNS CALCULATORS for Quant Mid Cap Fund - Growth Option - Regular Plan

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 Mid Cap Fund - Growth Option - Regular Plan

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of Quant Mid Cap Fund - Growth Option - Regular Plan

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
Quant MidCap Gr 26-02-2001 -7.31 26.35 18.8 33.63 16.36
Invesco India MidCap Gr 19-04-2007 16.43 33.25 22.91 30.42 16.58
Edelweiss MidCap Reg Gr 26-12-2007 14.64 33.38 23.07 33.58 17.38
Motilal Oswal Midcap Fund Reg Gr 02-02-2014 12.98 36.11 26.6 37.24 17.54
Franklin India Prima Fund Gr 01-12-1993 12.87 30.67 21.76 28.33 14.71
Sundaram MidCap Gr 01-07-2002 11.49 31.54 22.21 29.64 14.69
Kotak Emerging Equity Sch Gr 30-03-2007 11.32 25.7 18.7 30.39 16.8
WhiteOak Capital Mid Cap Fund Reg Gr 07-09-2022 11.28 31.87 0.0 0.0 0.0
Nippon India Growth Fund Gr Gr 05-10-1995 11.26 33.24 23.64 33.49 17.33
HDFC Mid-Cap Opportunities Gr 25-06-2007 9.74 31.43 24.78 33.48 17.09

Asset Allocation (%)

Key Performance and Risk Statistics of Quant Mid Cap Fund - Growth Option - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quant Mid Cap Fund - Growth Option - Regular Plan 15.85 0.56 -2.51 0.97 - -
Equity: Mid Cap - - - - - -