Quant Large N Mid Cap Fund Idcw Direct Plan

Risk: Very High
₹ 65.86
NAV (Jul 26,2024)

Introducing the Quant Large & Mid Cap Fund - IDCW - Direct Plan, a promising investment opportunity for Indian investors. This fund boasts an expense ratio of 0.75% and has a price to earnings (PE) ratio of 25.43 and a price to book (PB) ratio of 6.84. With a scheme asset under management (AUM) of ₹1884.01 crores, this fund requires a minimum investment of ₹5000. Established in 2013, it offers a lucrative investment option for those seeking to grow their wealth.

Quant Large N Mid Cap Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Quant Large N Mid Cap Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    37.99
  • P/B Ratio
    UM_URBAN_MONEY

    6.42
  • Alpha
    UM_URBAN_MONEY

    0.05
  • Beta
    UM_URBAN_MONEY

    1.13
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.27

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.66%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 2954.57 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,006.72 (10.07%)₹ 12,575.05 (25.75%)₹ 16,259.99 (62.60%)₹ 22,709.32 (127.09%)₹ 39,328.37 (293.28%)
₹ 30,000₹ 33,020.16 (10.07%)₹ 37,725.15 (25.75%)₹ 48,779.97 (62.60%)₹ 68,127.96 (127.09%)₹ 1,17,985.11 (293.28%)
₹ 50,000₹ 55,033.6 (10.07%)₹ 62,875.25 (25.75%)₹ 81,299.95 (62.60%)₹ 1,13,546.6 (127.09%)₹ 1,96,641.85 (293.28%)
₹ 80,000₹ 88,053.76 (10.07%)₹ 1,00,600.4 (25.75%)₹ 1,30,079.92 (62.60%)₹ 1,81,674.56 (127.09%)₹ 3,14,626.96 (293.28%)
₹ 1,00,000₹ 1,10,067.2 (10.07%)₹ 1,25,750.5 (25.75%)₹ 1,62,599.9 (62.60%)₹ 2,27,093.2 (127.09%)₹ 3,93,283.7 (293.28%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Reliance Industries Limited9.40%
  • HDFC Bank Limited9.01%
  • Bharat Heavy Electricals Ltd7.25%
  • Adani Power Limited6.25%
  • Jio Financial Services Limited5.58%
  • TREPS Jun DEPO5.55%
  • Asian Paints Limited5.25%
  • Aurobindo Pharma Limited5.23%
  • Samvardhana Motherson International Ltd5.22%
  • Jindal Steel & Power Ltd4.28%
  • Steel Authority of India Ltd4.13%
  • NMDC Ltd3.94%
  • Hindustan Unilever Limited3.65%
  • Aditya Birla Fashion And Retail Ltd3.59%
  • Container Corporation of India Ltd3.48%
  • Oracle Financial Services Software Ltd3.19%
  • Britannia Industries Limited3.16%
  • Days Treasury Bill Jul3.02%
  • Days Treasury Bill Jun2.36%
  • HDFC Life Insurance Co Ltd2.26%
  • Glaxosmithkline Pharmaceuticals Ltd2.00%
  • HCL Technologies Limited1.84%
  • Life Insurance Corporation Of India1.75%
  • Poonawalla Fincorp Limited1.74%
  • United Spirits Limited1.64%
  • Days Treasury Bill Aug1.34%
  • Indian Railway Finance Corp Ltd0.96%
  • CRISIL Limited0.83%
  • Tata Consultancy Services Limited0.62%
  • Dr Reddy s Laboratories Limited0.59%
  • SUN TV Network Limited0.50%
  • Petronet LNG Limited0.38%
  • NCA NET CURRENT ASSETS-9.97%

Holdings Analysis

Fund Managers

AP

Mr. Ankit PandeFund Manager

Experience of 8 years in Indian equities and of 3 years in software products. Began his career in core banking software with Infosys Finacle. Began his career in equity research in 2011, picking up the (U.S. based) CFA charter in 2015 and MBA from The Chinese University of Hong Kong in 2017. He won the Thomson Reuters StarMine Award for best stock picker in the IT sector in 2014 and is a lifetime member of the Beta Gamma Sigma honour society.

VS

Mr. Vasav SahgalFund Manager

He has performed various operational and research oriented roles at quant Money Managers Limited. He is a commerce graduate from Jai Hind College, Mumbai and has cleared all three levels of the CFA Program.

SS

Mr. Sanjeev SharmaFund Manager - Debt

Mr. Sanjeev Sharma has total 6 years of experience in Debt Research.

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FAQ's

What is the risk level associated with the Quant Large & Mid Cap Fund - IDCW - Direct Plan?

The Quant Large & Mid Cap Fund - IDCW - Direct Plan is a high-risk mutual fund option.

What is the current NAV (Net Asset Value) of the Quant Large & Mid Cap Fund - IDCW - Direct Plan as of Jul 26,2024?

The current NAV of the Quant Large & Mid Cap Fund - IDCW - Direct Plan as of Jul 26,2024 is INR 65.86.

What are the returns generated by the Quant Large & Mid Cap Fund - IDCW - Direct Plan over the past 1, 3, and 5 years?

The Quant Large & Mid Cap Fund - IDCW - Direct Plan has delivered impressive returns of 70.42% in the past year, 30.52% over the last three years, and 27.94% over the last five years.

What is the expense ratio associated with the Quant Large & Mid Cap Fund - IDCW - Direct Plan?

The Quant Large & Mid Cap Fund - IDCW - Direct Plan has an expense ratio of 0.66%.

What is the minimum investment amount required for the Quant Large & Mid Cap Fund - IDCW - Direct Plan?

The minimum investment amount for the Quant Large & Mid Cap Fund - IDCW - Direct Plan is INR 5000.

Is there a systematic investment plan (SIP) available for the Quant Large & Mid Cap Fund - IDCW - Direct Plan?

Yes, SIP is available for the Quant Large & Mid Cap Fund - IDCW - Direct Plan starting from INR 5000 per month.

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