Quant Mid Cap Fund Growth Option Direct Plan
- Mid-Cap
- Equity
- Very High Risk
Rating:
4
Key Metrics
Aum
₹8,055.58 Cr
Expense Ratio
1.18%
Exit Load
0.50%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
1 Jan 2013
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -3.11% | -- |
| 3 Months | -4.97% | -- |
| 6 Months | +5.03% | -- |
| 1 Year | +0.6% | +0.6% |
| 2 Years | -- | -5.15% |
| 3 Years | +30.05% | +9.15% |
| 5 Years | +91.56% | +13.88% |
| Since Launch | +686.09% | +16.14% |
Holdings as on 13 Oct 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Aurobindo Pharma | 841.82 | 10.45 |
| Tata Communications | 676.30 | 8.40 |
| Lloyds Metals And Energy | 658.80 | 8.18 |
| Treps 01-Sep-2026 Depo 10 | 632.27 | 7.85 |
| IRB Infrastructure Developers Ltd | 483.10 | 6.00 |
| Indus Towers | 479.36 | 5.95 |
| Premier Energies | 418.56 | 5.20 |
| Bharat Heavy Electricals | 410.41 | 5.09 |
| LG Electronics India | 383.95 | 4.77 |
| Nippon Life India Asset Management | 371.36 | 4.61 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.27
Sharpe Ratio
18.23%
Std. Deviation
12.21%
Tracking Error
8.39%
Alpha
0.79
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential Mid Cap Fund Direct Plan Growth | +7.77% | +19.22% | +15.16% |
| Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth | +3.82% | +13.36% | +12.03% |
| Quant Mid Cap Fund Growth Option Direct Plan | +0.6% | +9.15% | +13.88% |
| WhiteOak Capital Mid Cap Fund Direct Growth | +8.97% | +20.03% | -- |
| PGIM India Midcap Fund Direct Growth | -2.94% | +10.08% | +9.06% |
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 Mid Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
The Quant Mid Cap Fund Growth Option Direct Plan has an AUM of 8055.58 crores & has delivered CAGR of 13.88 in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.18%. The minimum investment in Quant 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 fund has a present cash holding of %. The top holdings of the fund include Aurobindo Pharma, Tata Communications, Lloyds Metals And Energy, Treps 01-Sep-2026 Depo 10.
The major sectors where the fund is invested are Construction Services, Major Drugs, Iron & Steel, Communications Services.
Some of the similar funds are ICICI Prudential Mid Cap Fund Direct Plan Growth, Aditya Birla Sun Life Mid Cap Fund Direct Plan Growth, Quant Mid Cap Fund Growth Option Direct Plan, WhiteOak Capital Mid Cap Fund Direct Growth, PGIM India Midcap Fund Direct Growth. Quant Mid Cap Fund Growth Option Direct Plan has a sharpe ratio of 0.27 & a standard deviation of 18.23%.
FAQs
According to the morning star rating Quant Mid Cap Fund Growth Option Direct Plan has a Medium risk & Exceptional return.
Quant 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 Mid Cap Fund Growth Option Direct Plan is 1.18%.
The 5 year annualized return on Quant Mid Cap Fund Growth Option Direct Plan is 13.88% & it has generated 0.60% in the last 1 year.
The minimum investment in Quant Mid Cap Fund Growth Option Direct Plan is 5000 Rs.
Quant Mid Cap Fund Growth Option Direct Plan has an AUM of 8055.58 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.