Comprehensive analysis of Quant Small Cap Fund - Direct (IDCW) (17498) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Quant Money Managers Limited
The scheme seeks to generate capital appreciation by investing in a well-diversified portfolio of small cap companies.
A comprehensive at-a-glance view of key mutual fund health indicators
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
Market exposure level
Historical performance consistency
Outperformance vs benchmark
Fund management costs
Recent performance momentum
Assets under management
Risk-adjusted returns
This fund has outperformed its benchmark by 2.81% 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 | Sector | % Assets |
|---|---|---|
| Reliance Industries Ltd | Refineries | 9.90% |
| Reliance Industries Ltd | Refineries | 9.23% |
| Jio Financial Services Ltd | Finance | 6.76% |
| Jio Financial Services Ltd | Finance | 6.17% |
| Aegis Logistics Ltd | Trading | 3.45% |
| RBL Bank Ltd | Banks | 3.43% |
| Aegis Logistics Ltd | Trading | 3.22% |
| RBL Bank Ltd | Banks | 3.18% |
| Bikaji Foods International Ltd | FMCG | 2.86% |
| Bikaji Foods International Ltd | FMCG | 2.81% |
Compare against Small Cap Fund category average
This comparison shows how the fund performs relative to the Small Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Small Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Kotak Small Cap Fund - Direct (G) | ₹311.62 | -3.54% | 0.79% | 23.44% |
| Sundaram Small Cap Fund - Direct (G) | ₹288.19 | 0.88% | 4.76% | 27.70% |
| Quant Small Cap Fund - Direct (G) | ₹283.40 | 0.61% | -1.60% | 33.21% |
| Kotak Small Cap Fund (G) | ₹265.71 | -4.07% | -0.34% | 21.96% |
| Quant Small Cap Fund - (G) | ₹260.96 | 0.14% | -2.53% | 31.76% |
| Sundaram Small Cap Fund (G) | ₹260.46 | 0.35% | 3.63% | 26.28% |
| DSP Small Cap Fund - Direct (G) | ₹220.52 | -0.02% | 8.58% | 27.48% |
| Quant Small Cap Fund - (IDCW) | ₹207.53 | 0.14% | -2.53% | 31.78% |
| DSP Small Cap Fund (G) | ₹200.79 | -0.46% | 7.62% | 26.36% |
| SBI Small Cap Fund - Direct (G) | ₹199.34 | -1.84% | -0.09% | 23.12% |
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.