Comprehensive analysis of Quant Large Cap Fund (IDCW) (42984) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Quant Money Managers Limited
The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related instruments falling under the category of large cap companies. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.
A comprehensive at-a-glance view of key mutual fund health indicators
Weak Returns
High Risk
Moderate Expenses
Equity Focused
Established Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Market exposure level
Historical performance consistency
Outperformance vs benchmark
Recent performance momentum
Fund manager experience
Assets under management
Risk-adjusted returns
Fund management costs
This fund has underperformed its benchmark by 5.60% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 13.42% |
| Jio Financial Services Ltd | Finance | 8.09% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 7.68% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 7.66% |
| Reliance Industries Ltd | Refineries | 6.79% |
| Jio Financial Services Ltd | Finance | 6.69% |
| Reliance Industries Ltd | Refineries | 6.37% |
| Capri Global Capital Ltd | Finance | 6.08% |
| Grasim Industries Ltd | Diversified | 6.05% |
| Adani Enterprises Ltd | Trading | 6.03% |
Compare against Large Cap Fund category average
This comparison shows how the fund performs relative to the Large Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Large Cap Fund category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| HDFC Large Cap Fund - Direct (G) | ₹1242.82 | 8.79% | 5.36% | 4.39% |
| HDFC Large Cap Fund - Regular (G) | ₹1149.47 | 8.63% | 5.05% | 3.76% |
| Franklin India Bluechip Fund - Direct (G) | ₹1142.83 | 10.99% | 5.68% | 7.76% |
| Franklin India Bluechip Fund - (G) | ₹1032.71 | 10.78% | 5.30% | 6.95% |
| Kotak Large Cap Fund - Direct (G) | ₹664.99 | 11.20% | 6.06% | 6.60% |
| Aditya Birla SL Large Cap Fund - Direct (G) | ₹590.00 | 11.50% | 7.05% | 7.28% |
| Tata Large Cap Fund - Direct (G) | ₹581.30 | 9.20% | 5.49% | 3.59% |
| Kotak Large Cap Fund (G) | ₹578.42 | 10.89% | 5.47% | 5.40% |
| Aditya Birla SL Large Cap Fund (G) | ₹534.06 | 11.31% | 6.71% | 6.57% |
| HSBC Large Cap Fund - Direct (G) | ₹528.78 | 10.00% | 1.25% | 4.30% |
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