Comprehensive analysis of Quant Large and Mid Cap Fund (G) (3694) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Quant Money Managers Limited
The scheme seeks to provide capital appreciation by investing in a portfolio of Large and Midcap companies.
A comprehensive at-a-glance view of key mutual fund health indicators
Weak Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund manager experience
Market exposure level
Historical performance consistency
Recent performance momentum
Outperformance vs benchmark
Assets under management
Risk-adjusted returns
Fund management costs
This fund has underperformed its benchmark by 0.40% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Reliance Industries Ltd | Refineries | 9.81% |
| Reliance Industries Ltd | Refineries | 9.56% |
| TREPS | Debt Others | 7.27% |
| Lloyds Metals & Energy Ltd | Mining & Mineral products | 7.24% |
| Lloyds Metals & Energy Ltd | Mining & Mineral products | 7.21% |
| Aurobindo Pharma Ltd | Pharmaceuticals | 6.22% |
| Aurobindo Pharma Ltd | Pharmaceuticals | 5.89% |
| Marico Ltd | FMCG | 5.14% |
| Marico Ltd | FMCG | 4.98% |
| TBILL-91D | T Bills | 4.86% |
Compare against Large & Mid Cap Fund category average
This comparison shows how the fund performs relative to the Large & Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large & Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Vision Large & Mid Cap Fund - Dir (G) | ₹1590.44 | 3.74% | 6.91% | 26.82% |
| Nippon India Vision Large & Mid Cap Fund - (G) | ₹1479.79 | 3.44% | 6.34% | 26.16% |
| ICICI Pru Large & Mid Cap Fund - Direct (G) | ₹1124.57 | 9.25% | 9.93% | 27.01% |
| Aditya Birla SL Large & Mid Cap Fund - Dir (G) | ₹1015.87 | 3.49% | 3.26% | 20.31% |
| ICICI Pru Large & Mid Cap Fund - (G) | ₹1006.98 | 8.78% | 8.97% | 25.90% |
| Aditya Birla SL Large & Mid Cap Fund (G) | ₹913.74 | 3.10% | 2.45% | 19.34% |
| DSP Large & Mid Cap Fund - Direct (G) | ₹697.25 | 4.22% | 5.88% | 26.68% |
| SBI Large & Midcap Fund - Direct (G) | ₹678.82 | 5.84% | 7.47% | 24.31% |
| SBI Large & Midcap Fund (G) | ₹625.95 | 5.40% | 6.53% | 23.23% |
| DSP Large & Mid Cap Fund - Regular (G) | ₹624.47 | 3.69% | 4.81% | 25.44% |
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