Quant Large and Mid Cap Fund Growth

• Alpha 3.58%
• Beta 0.76
• Sharpe Ratio1.31
• Std Deviation 16.03%
• Tracking Error 11.05%

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 1032.93 crores & has delivered CAGR of 21.74% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.17%. 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 Treps 01-Dec-2023 Depo 10, Reliance Industries, NMDC & Aurobindo Pharma.

The major sectors where the fund is invested are Oil & Gas Operations, Metal Mining, 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, SBI Gold Fund Regular Plan Growth, ICICI Prudential Regular Gold Savings Fund(FOF) Growth, Baroda BNP Paribas Large and Mid Cap Fund Regular Growth. Quant Large and Mid Cap Fund Growth has a sharpe ratio of 1.31 & a standard deviation of 16.03%.