Quantum Small Cap Fund Regular Growth
- Small-Cap
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹265.27 Cr
Expense Ratio
2.17%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
3 Nov 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.15% | -- |
| 3 Months | +6.78% | -- |
| 6 Months | +17.48% | -- |
| 1 Year | +9.5% | +9.5% |
| 2 Years | -- | +3.66% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +37.1% | +11.7% |
Holdings as on 11 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps ^ | 15.26 | 6.00 |
| Supriya Lifescience | 9.25 | 3.64 |
| Karur Vysya Bank | 7.49 | 2.94 |
| Star Health and Allied Insurance Company Ltd | 6.82 | 2.68 |
| CCL Products (India) | 6.70 | 2.64 |
| Carysil | 6.55 | 2.58 |
| G N A Axles Ltd | 6.33 | 2.49 |
| Mayur Uniquoters | 5.83 | 2.29 |
| Engineers India | 5.78 | 2.27 |
| Alivus Life Sciences | 5.74 | 2.26 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth | -2.98% | +18.64% | +31.64% |
| LIC MF Small Cap Fund Regular Growth | +17.51% | +17.31% | +17.52% |
| Baroda BNP Paribas Small Cap Fund Regular Growth | +9.76% | -- | -- |
| JM Small Cap Fund Regular Growth | +16.87% | -- | -- |
| Quantum Small Cap Fund Regular Growth | +9.5% | -- | -- |
Results are calculated on CAGR basis
About Fund
The Investment Objective of the Scheme to generate capital appreciation by investing predominantly in Small Cap Stocks. There is no assurance that the investment objective of the scheme will be achieved.
The Quantum Small Cap Fund Regular Growth has an AUM of 265.27 crores & has delivered CAGR of 0.00 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 Quantum Small Cap Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Treps ^, Supriya Lifescience, Karur Vysya Bank, Star Health and Allied Insurance Company Ltd.
The major sectors where the fund is invested are Regional Banks, Auto & Truck Parts, Biotechnology & Drugs, Software & Programming.
Some of the similar funds are Sundaram Long Term Micro Cap Tax Advantage Fund Series VI Regular Growth, LIC MF Small Cap Fund Regular Growth, Baroda BNP Paribas Small Cap Fund Regular Growth, JM Small Cap Fund Regular Growth, Quantum Small Cap Fund Regular Growth. Quantum Small Cap Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Quantum Small Cap Fund Regular Growth has a Medium risk & High return.
Quantum Small Cap Fund Regular Growth is managed by Chirag Mehta,Abhilasha Satale.
The expense ratio of Quantum Small Cap Fund Regular Growth is 2.17%.
The 5 year annualized return on Quantum Small Cap Fund Regular Growth is 0.00% & it has generated 9.50% in the last 1 year.
The minimum investment in Quantum Small Cap Fund Regular Growth is 500 Rs.
Quantum Small Cap Fund Regular Growth has an AUM of 265.27 crores.
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