Quant Large and Mid Cap Fund Growth Option Direct Plan

• Alpha 4.18%
• Beta 0.76
• Sharpe Ratio0.64
• Std Deviation 16.24%
• 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 3511.98 crores & has delivered CAGR of 18.29% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 0.73%. 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, Treps 01-Dec-2025 Depo 10, Aurobindo Pharma & Lloyds Metals And Energy.

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

Some of the similar funds are Edelweiss Large & Mid Fund Direct Plan Growth Option, Mahindra Manulife Large & Mid Cap Fund Direct Growth, LIC MF Large & Mid Cap Direct Growth, Franklin India Large & Mid Cap Fund Direct Growth, Quant Large and Mid Cap Fund Growth Option Direct Plan. Quant Large and Mid Cap Fund Growth Option Direct Plan has a sharpe ratio of 0.64 & a standard deviation of 16.24%.