Quant Mid Cap Fund Direct Plan - Growth

Equity | Mid Cap

(NAV as of 14/05/2024)

252.38 (1.86)

3Y Returns

35.29%

Min SIP

₹1000

Min Lumpsum

₹5000

Expense Ratio

0.76%

Fund Size

₹4222 Cr

Inception Date

07-Jan-13

Fund Manager

Ankit Pande

Exit Load

0.50% on or before 3M, Nil after 3M.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty Midcap 150 TRI benchmark and its beta is less than Mid Cap category average when compared on the 5 year period.

Fund Size

This fund has a high range AUM which ensures liquidity and stability.

SIP Returns

This fund has given more SIP returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in Mid Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given better risk adjusted returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in Mid Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has beaten the Nifty Midcap 150 TRI benchmark and its alpha is more than Mid Cap category average when compared on a 3 year rolling period.

Returns Consistency

This fund has given more returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in Mid Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty Midcap 150 TRI benchmark and among the top quartile in 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

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Overall Fund Zi Tag

Asset Allocation

Equity

87.06%

Debt & Others

12.94%

Market Cap Allocation

Large Cap

24.13%

Mid Cap

62.26%

Small Cap

0.68%

Other Cap

12.94%

Sector Allocation

Pharmaceuticals

14.66%

Derivatives(Index/Stock Futures)

13.20%

Power

11.85%

Finance

10.29%

Petroleum Products

10.02%

Top Ten Holdings

Reliance Industries Ltd

10.02%

TREPS 01-Feb-2024 DEPO 10

6.81%

Aurobindo Pharma Ltd

6.17%

Linde India Ltd

5.97%

NMDC Ltd

5.83%

Investment Objective

The Primary Investment Objective Of The Scheme Is To Seek To Generate Capital Appreciation & Provide Longterm Growth Opportunities By Investing In A Portfolio Of 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

Similar Funds

Fund

Zi Tag

Quant Mid Cap Fund Direct Plan - Growth

69.49%

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Motilal Oswal Midcap Fund - Direct Growth

55.71%

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Nippon India Growth Fund Direct Plan Growth Plan Growth

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Hdfc Mid-Cap Opportunities Fund - Direct Plan - Growth Option

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61.6%

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Similar Funds

Quant Mid Cap Fund Direct Plan - Growth

69.49%

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Motilal Oswal Midcap Fund - Direct Growth

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Nippon India Growth Fund Direct Plan Growth Plan Growth

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Hdfc Mid-Cap Opportunities Fund - Direct Plan - Growth Option

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Quant Large And Mid Cap Fund Direct Plan - Growth

61.6%

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Mahindra Manulife Mid Cap Fund - Direct - Growth

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Motilal Oswal Large And Midcap Fund-Direct Growth

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Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth

43.16%

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23.28%

Edelweiss Mid Cap Fund - Direct Plan Growth Option

47.62%

27.2%

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Sundaram Mid Cap Fund Direct Growth

51.67%

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Bandhan Core Equity Fund-Growth-(Direct Plan)

52.3%

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Invesco India Midcap Fund - Direct Plan Growth

46.42%

26.58%

25.78%

Hdfc Large And Mid Cap Fund - Direct Plan - Growth

43.95%

26.32%

22.87%

Tata Mid Cap Growth Fund Direct Plan Growth

51.05%

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25.52%

Iti Mid Cap Fund- Direct Plan- Growth

63.41%

25.95%

Icici Prudential Midcap Fund - Direct Plan - Growth

51.45%

25.77%

23.6%

Union Midcap Fund - Direct Plan - Growth

40.59%

25.4%

Sbi Magnum Midcap Fund - Direct Plan - Growth

34.7%

25.26%

25.63%

Mahindra Manulife Large & Mid Cap Fund - Direct - Growth

45.55%

24.98%

Kotak Emerging Equity Fund - Direct Plan - Growth

41.15%

24.92%

25.95%

Mirae Asset Midcap Fund - Direct Plan - Growth

47.08%

24.85%

Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth

42.93%

24.67%

Kotak Equity Opportunities Fund - Direct Plan - Growth

41.5%

24.08%

22.73%

Aditya Birla Sun Life Midcap Fund -Plan - Growth-Direct Plan

43.75%

24.05%

20.97%

Nippon India Vision Fund Direct Plan Growth Plan Growth

42.95%

23.45%

20.48%

Invesco India Growth Opportunities Fund - Direct Plan Growth

46.31%

23.43%

20.63%

Franklin India Prima Fund - Direct Growth

47.08%

23.23%

21.35%

Uti Core Equity Fund - Direct Growth Plan

42.89%

23.17%

21.13%

Hsbc Large & Mid Cap Fund-Direct Plan Growth

42.57%

22.73%

21.45%

Taurus Discovery (Midcap) Fund - Direct Plan Growth

46.01%

22.56%

23.7%

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