Quant Large and Mid Cap Fund Growth Option Direct Plan

• Alpha 4.18%
• Beta 0.76
• Sharpe Ratio1.10
• Std Deviation 16.39%
• 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 Option Direct Plan has an AUM of 3738.84 crores & has delivered CAGR of 25.99% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.64%. The minimum investment in Quant Large and Mid Cap Fund Growth Option Direct Plan 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, Lloyds Metals And Energy, Aurobindo Pharma & Marico.

The major sectors where the fund is invested are Construction Services, Oil & Gas Operations, Iron & Steel & Insurance (Life).

Some of the similar funds are Edelweiss Large & Mid Fund Direct Plan Growth Option, Quant Large and Mid Cap Fund Growth Option Direct Plan, LIC MF Large & Mid Cap Direct Growth, Franklin India Equity Advantage Fund Direct Growth, HSBC Large and Mid Cap Fund Direct Growth. Quant Large and Mid Cap Fund Growth Option Direct Plan has a sharpe ratio of 1.10 & a standard deviation of 16.39%.