74.39
NAV (Mar 27,2024)

Quant Mid Cap Fund is a mutual fund that aims to generate capital appreciation by investing in mid-sized companies. With an expense ratio of 1.83%, it offers investors an opportunity to gain exposure to the potential growth of these companies. As of now, the fund has an AUM of ₹5,421.73 crores and requires a minimum investment of ₹5,000. It was established on February 26, 2001, and does not have any lock-in period. The fund has a PE ratio of 29.14 and a PB ratio of 6.03.

Quant Mid Cap Fund Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Quant Mid Cap Fund Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    29.14
  • P/B Ratio
    UM_URBAN_MONEY

    6.04
  • Alpha
    UM_URBAN_MONEY

    0.02
  • Beta
    UM_URBAN_MONEY

    1.02
  • Sharpe
    UM_URBAN_MONEY

    0.22
  • Sortino
    UM_URBAN_MONEY

    0.34

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.83%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

5421.73 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 Mar 28, 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 %)

11,423.79 (14.24%)12,687.84 (26.88%)16,822.76 (68.23%)25,031.32 (150.31%)36,787.99 (267.88%)
34,271.37 (14.24%)38,063.52 (26.88%)50,468.28 (68.23%)75,093.96 (150.31%)1,10,363.97 (267.88%)
57,118.95 (14.24%)63,439.2 (26.88%)84,113.8 (68.23%)1,25,156.6 (150.31%)1,83,939.95 (267.88%)
91,390.32 (14.24%)1,01,502.72 (26.88%)1,34,582.08 (68.23%)2,00,250.56 (150.31%)2,94,303.92 (267.88%)
1,14,237.9 (14.24%)1,26,878.4 (26.88%)1,68,227.6 (68.23%)2,50,313.2 (150.31%)3,67,879.9 (267.88%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Reliance Industries Limited9.84%
  • Aurobindo Pharma Limited6.97%
  • Punjab National Bank5.39%
  • NMDC Ltd5.37%
  • Linde India Ltd5.15%
  • Bharat Heavy Electricals Ltd4.72%
  • Poonawalla Fincorp Limited4.62%
  • Adani Power Limited4.57%
  • Container Corporation of India Ltd4.28%
  • Oracle Financial Services Software Ltd4.20%
  • Tata Communications Limited3.64%
  • Jio Financial Services Limited3.53%
  • GMR Airports Infrastructure Limited3.41%
  • Steel Authority of India Ltd3.35%
  • Escorts Kubota Limited3.07%
  • Oil India Limited3.02%
  • Gujarat Gas Ltd2.82%
  • Samvardhana Motherson International Ltd2.74%
  • Tata Power Company Limited2.54%
  • CRISIL Limited2.44%
  • Glaxosmithkline Pharmaceuticals Ltd2.36%
  • Days Treasury Bill Mar2.12%
  • Biocon Ltd2.09%
  • IPCA Laboratories Ltd1.85%
  • SUN TV Network Limited1.83%
  • Days Treasury Bill May1.82%
  • TREPS Mar DEPO1.71%
  • Days Treasury Bill Apr1.28%
  • Dalmia Bharat Limited1.17%
  • Bharat Electronics Ltd1.06%
  • Mphasis Ltd0.48%
  • Jindal Steel & Power Ltd0.27%
  • Adani Green Energy Limited0.09%
  • Bharat Petroleum Corp Ltd0.07%
  • Life Insurance Corporation Of India0.02%
  • NCA NET CURRENT ASSETS-3.86%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

35.18%

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

28.19%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

27.00%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.48%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

22.45%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.18%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

21.24%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.47%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

13.60%

PGIM India Midcap Opportunities Fund - Regular Plan - GrowthPGIM India Midcap Opportunities Fund - Regular Plan - Growth

EQUITY

Very High

11.38%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ITI Mid Cap Fund - Regular Plan - GrowthITI Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

60.01%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

58.47%

WhiteOak Capital Mid Cap Fund - Regular Plan - GrowthWhiteOak Capital Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

51.21%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

50.77%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.28%

Bandhan Midcap Fund - Regular Plan - GrowthBandhan Midcap Fund - Regular Plan - Growth

EQUITY

Very High

47.73%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

44.56%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

44.42%

Union Midcap Fund - Regular Plan - GrowthUnion Midcap Fund - Regular Plan - Growth

EQUITY

Very High

41.49%

DSP Midcap Fund - Regular Plan - GrowthDSP Midcap Fund - Regular Plan - Growth

EQUITY

Very High

38.98%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Motilal Oswal Midcap Fund - Regular Plan - GrowthMotilal Oswal Midcap Fund - Regular Plan - Growth

EQUITY

Very High

34.01%

Mahindra Manulife Mid Cap Fund - Regular Plan - GrowthMahindra Manulife Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.81%

HDFC Mid-Cap Opportunities Fund - GrowthHDFC Mid-Cap Opportunities Fund - Growth

EQUITY

Very High

28.13%

Edelweiss Mid Cap Fund - Regular Plan - GrowthEdelweiss Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

27.72%

Sundaram Mid Cap Fund - Regular Plan - GrowthSundaram Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.78%

Mirae Asset Midcap Fund - Regular Plan - GrowthMirae Asset Midcap Fund - Regular Plan - Growth

EQUITY

Very High

25.60%

Tata Mid Cap Growth Fund - Regular Plan - GrowthTata Mid Cap Growth Fund - Regular Plan - Growth

EQUITY

Very High

25.51%

Invesco India Midcap Fund - GrowthInvesco India Midcap Fund - Growth

EQUITY

Very High

24.30%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

21.47%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

17.74%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Growth Fund - Growth OptionNippon India Growth Fund - Growth Option

EQUITY

Very High

25.60%

Kotak Emerging Equity Fund - GrowthKotak Emerging Equity Fund - Growth

EQUITY

Very High

22.97%

SBI Magnum Midcap Fund - Regular Plan - GrowthSBI Magnum Midcap Fund - Regular Plan - Growth

EQUITY

Very High

22.96%

Baroda BNP Paribas Mid Cap Fund - Regular Plan - GrowthBaroda BNP Paribas Mid Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.77%

UTI Mid Cap Fund - Regular Plan - IDCWUTI Mid Cap Fund - Regular Plan - IDCW

EQUITY

Very High

21.34%

ICICI Prudential Midcap Fund - GrowthICICI Prudential Midcap Fund - Growth

EQUITY

Very High

20.09%

Axis Midcap Fund - Regular Plan - GrowthAxis Midcap Fund - Regular Plan - Growth

EQUITY

Very High

19.93%

HSBC Midcap Fund - Regular Plan - GrowthHSBC Midcap Fund - Regular Plan - Growth

EQUITY

Very High

18.96%

Aditya Birla Sun Life Midcap Fund - GrowthAditya Birla Sun Life Midcap Fund - Growth

EQUITY

Very High

18.85%

Franklin India Prima Fund - GrowthFranklin India Prima Fund - Growth

EQUITY

Very High

18.64%

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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