Comprehensive analysis of Quant Mid Cap Fund - Direct (IDCW) (17503) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Quant Money Managers Limited
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced Team
Average Quality
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
Historical performance consistency
Market exposure level
Fund management costs
Outperformance vs benchmark
Assets under management
Risk-adjusted returns
Recent performance momentum
This fund has underperformed its benchmark by 4.11% 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 | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 11.64% |
| Tata Communications Ltd | Telecomm-Service | 7.79% |
| Aurobindo Pharma Ltd | Pharmaceuticals | 7.75% |
| Marico Ltd | FMCG | 6.67% |
| IRB Infrastructure Developers Ltd | Infrastructure Developers & Operators | 6.56% |
| Reliance Industries Ltd | Refineries | 6.54% |
| Premier Energies Ltd | Capital Goods - Electrical Equipment | 6.52% |
| Lloyds Metals & Energy Ltd | Mining & Mineral products | 6.29% |
| GMR Airports Ltd | Miscellaneous | 4.66% |
| MIDCPNIFTY | Derivatives - Index | 4.33% |
Compare against Mid Cap Fund category average
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4498.68 | 20.90% | 0.93% | 25.28% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4102.17 | 20.39% | 0.10% | 24.28% |
| Franklin India Mid Cap Fund - Direct (G) | ₹3067.85 | 17.68% | -1.31% | 22.83% |
| Franklin India Mid Cap Fund (G) | ₹2726.18 | 17.21% | -2.09% | 21.82% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1509.00 | 21.61% | 0.46% | 23.65% |
| Sundaram Mid Cap Fund - (G) | ₹1380.52 | 21.10% | -0.38% | 22.61% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1322.65 | 20.04% | -0.02% | 24.50% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹866.16 | 19.00% | -2.00% | 19.33% |
| Aditya Birla SL Midcap Fund - (G) | ₹776.70 | 18.50% | -2.80% | 18.32% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹747.39 | 20.91% | 0.93% | 25.28% |
A seasoned investment professional with over 13 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.