Quant Large And Mid Cap Fund Direct Plan - Growth

Equity | Large & Mid Cap

(NAV as of 14/05/2024)

127.33 (1.67)

3Y Returns

30.3%

Min SIP

₹1000

Min Lumpsum

₹5000

Expense Ratio

0.75%

Fund Size

₹1486 Cr

Inception Date

07-Jan-13

Fund Manager

Ankit Pande

Exit Load

1% on or before 15D, Nil after 15D.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the S&P BSE Large Mid Cap TRI benchmark and its beta is less than Large & Mid Cap category average when compared on the 5 year period.

Fund Size

This fund has a medium range AUM.

SIP Returns

This fund has given more SIP returns than the S&P BSE Large Mid Cap TRI benchmark and among the top quartile in Large & Mid Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the S&P BSE Large Mid Cap TRI benchmark and among the top quartile in Large & Mid Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the S&P BSE Large Mid Cap TRI benchmark and its alpha is more than Large & Mid Cap category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the S&P BSE Large Mid Cap TRI benchmark and among the top quartile in Large & Mid Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the S&P BSE Large Mid Cap TRI benchmark and among the top quartile in Large & Mid Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

77.91%

Debt & Others

22.09%

Market Cap Allocation

Large Cap

35.60%

Mid Cap

34.80%

Small Cap

7.51%

Other Cap

22.09%

Sector Allocation

Pharmaceuticals

16.68%

Finance

13.47%

Derivatives(Index/Stock Futures)

10.99%

Petroleum Products

10.08%

Minerals & Mining

7.61%

Top Ten Holdings

Reliance Industries Ltd

10.08%

NMDC Ltd

7.61%

Aurobindo Pharma Ltd

6.93%

Adani Power Ltd

6.91%

Jio Financial Services Ltd

6.91%

Investment Objective

The Primary Investment Objective Of The Scheme Is To Seek To Generate Capital Appreciation & Provide Long Term Growth Opportunities By Investing In A Portfolio Of Large Cap And Mid Cap Companies. There Is No Assurance That The Investment Objective Of The Scheme Will Be Realized.

Fund House Detail

AMC Name

Quant Money Managers Limited

Scheme Document

http://www.quantmutual.com/downloads/kim

Address

6th Floor, Sea Breeze Building,Appa Saheb Marathe Marg, Prabhadevi,Mumbai - 400025

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16.95%

Aditya Birla Sun Life Equity Advantage Fund - Growth-Direct Plan

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14.92%

16.39%

Woc Large And Mid Cap Fund-Direct Plan-Growth

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