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Business News/Market/Market Stats/    Quant Large and Mid Cap Fund Growth

Quant Large and Mid Cap Fund Growth

+
  • Equity
  • Large & Mid-Cap
  • Rating 5
  • Plan
110.88 +1.90 (1.75%) NAV as on 01 Mar, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)1689.23
  • CAGR 58.68%
  • Exit Load1.00%
  • Expense ratio2.06%
  • CategoryEquity
  • Min Investment5000
  • Min SIP1000
  • Launch Date2006-11-20

Morning Star Rating 5

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 04 March 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 3.58%
  • Beta 0.76
  • Sharpe Ratio1.48
  • Std Deviation 15.54%
  • Tracking Error 11.05%

About Fund

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.

 

The Quant Large and Mid Cap Fund Growth has an AUM of 1689.23 crores & has delivered CAGR of 26.24% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.06%. The minimum investment in Quant Large and Mid Cap Fund Growth is Rs 5000 and the minimum SIP is Rs 1000.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include Reliance Industries, NMDC, Aurobindo Pharma & Jio Financial Services.

 

The major sectors where the fund is invested are Metal Mining, Oil & Gas Operations, Biotechnology & Drugs & Major Drugs.

 

Some of the similar funds are Quant Large and Mid Cap Fund Growth, Mahindra Manulife Large & Mid Cap Fund Regular Growth, Baroda BNP Paribas Large and Mid Cap Fund Regular Growth, HSBC Large and Mid Cap Fund Regular Growth, Whiteoak Capital Large & Mid Cap Fund Regular Growth. Quant Large and Mid Cap Fund Growth has a sharpe ratio of 1.48 & a standard deviation of 15.54%.

FAQs about Quant Large and Mid Cap Fund Growth

According to the morning star rating Quant Large and Mid Cap Fund Growth has a Medium risk & Exceptional return.
Quant Large and Mid Cap Fund Growth is managed by Sanjeev Sharma,Vasav Sahgal,Ankit A. Pande.
The expense ratio of Quant Large and Mid Cap Fund Growth is 2.06%.
The 5 year annualized return on Quant Large and Mid Cap Fund Growth is 26.24% & it has generated 58.68% in the last 1 year.
The minimum investment in Quant Large and Mid Cap Fund Growth is 5000 Rs.
Quant Large and Mid Cap Fund Growth has an AUM of 1689.23 crores.
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