Quant Large and Mid Cap Fund Growth Option Direct Plan
- Large & Mid-Cap
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹3,487.47 Cr
Expense Ratio
1.25%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
1 Jan 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -5.56% | -- |
| 3 Months | -3.25% | -- |
| 6 Months | +10.31% | -- |
| 1 Year | +6.23% | +6.23% |
| 2 Years | -- | -2.77% |
| 3 Years | +45.61% | +13.34% |
| 5 Years | +91.94% | +13.93% |
| Since Launch | +831.7% | +17.6% |
Holdings as on 9 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps 01-Sep-2026 Depo 10 | 741.71 | 21.27 |
| Aurobindo Pharma | 339.31 | 9.73 |
| Lloyds Metals And Energy | 314.00 | 9.00 |
| Samvardhana Motherson International | 283.91 | 8.14 |
| Adani Enterprises | 224.65 | 6.44 |
| Adani Green Energy | 198.50 | 5.69 |
| Future on Bharti Airtel Ltd | 191.90 | 5.50 |
| Adani Power | 179.85 | 5.16 |
| Bharat Heavy Electricals | 160.13 | 4.59 |
| Future on Glenmark Pharmaceuticals Ltd | 143.19 | 4.11 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.58
Sharpe Ratio
19.50%
Std. Deviation
11.05%
Tracking Error
4.18%
Alpha
0.76
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Quant Large and Mid Cap Fund Growth Option Direct Plan | +8.46% | +14.49% | +14.66% |
| Edelweiss Large & Mid Fund Direct Plan Growth Option | +0.45% | +13.13% | +11.77% |
| Mahindra Manulife Large & Mid Cap Fund Direct Growth | +1.31% | +11.04% | +11.19% |
| LIC MF Large & Mid Cap Direct Growth | -2.78% | +12.18% | +9.87% |
| Franklin India Large & Mid Cap Fund Direct Growth | -5.14% | +10.19% | +8.41% |
Results are calculated on CAGR basis
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 Option Direct Plan has an AUM of 3487.47 crores & has delivered CAGR of 13.93 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.25%. 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 High & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Treps 01-Sep-2026 Depo 10, Aurobindo Pharma, Lloyds Metals And Energy, Samvardhana Motherson International.
The major sectors where the fund is invested are Electric Utilities, Auto & Truck Parts, Major Drugs, Iron & Steel.
Some of the similar funds are Quant Large and Mid Cap Fund Growth Option Direct Plan, 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 has a sharpe ratio of 0.58 & a standard deviation of 19.50%.
FAQs
According to the morning star rating Quant Large and Mid Cap Fund Growth Option Direct Plan has a High risk & Exceptional return.
Quant Large and Mid Cap Fund Growth Option Direct Plan is managed by Sanjeev Sharma,Ankit A. Pande,Sandeep Tandon,Varun Pattani,Sameer Kate,Ayusha Kumbhat,Yug Tibrewal.
The expense ratio of Quant Large and Mid Cap Fund Growth Option Direct Plan is 1.25%.
The 5 year annualized return on Quant Large and Mid Cap Fund Growth Option Direct Plan is 13.93% & it has generated 6.23% in the last 1 year.
The minimum investment in Quant Large and Mid Cap Fund Growth Option Direct Plan is 5000 Rs.
Quant Large and Mid Cap Fund Growth Option Direct Plan has an AUM of 3487.47 crores.
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