Quantum Small Cap Fund Regular Plan Growth

12.00
NAV (Jul 25,2024)

The Quantum Small Cap Fund - Regular Plan - Growth is a popular investment option in India. With a minimum investment of INR 500, this fund offers growth opportunities for investors. The fund has an expense ratio of 2.1% and an established date of November 3, 2023. With a PE ratio of 31.71 and a PB ratio of 4.69, it indicates potential value and growth. This fund has already accumulated an asset under management of INR 33.94 crore.

Quantum Small Cap Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Quantum Small Cap Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    31.71
  • P/B Ratio
    UM_URBAN_MONEY

    4.69
  • Alpha
    UM_URBAN_MONEY

    -0.05
  • Beta
    UM_URBAN_MONEY

    0.52
  • Sharpe
    UM_URBAN_MONEY

    0.24
  • Sortino
    UM_URBAN_MONEY

    0.39

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.10%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

33.94 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹500.00

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 %)

11,042.44 (10.42%)11,324.5 (13.24%)-- (--)-- (--)-- (--)
33,127.32 (10.42%)33,973.5 (13.24%)-- (--)-- (--)-- (--)
55,212.2 (10.42%)56,622.5 (13.24%)-- (--)-- (--)-- (--)
88,339.52 (10.42%)90,596 (13.24%)-- (--)-- (--)-- (--)
1,10,424.4 (10.42%)1,13,245 (13.24%)-- (--)-- (--)-- (--)

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

  • TREPS25.52%
  • Net Receivable payable3.30%
  • Equitas Small Finance Bank Ltd2.47%
  • CSB Bank Ltd2.40%
  • TeamLease Services Ltd2.32%
  • Karur Vysya Bank Ltd2.25%
  • Birlasoft Ltd2.14%
  • Godrej Industries Ltd2.14%
  • Nuvoco Vistas Corporation Ltd2.10%
  • Gujarat State Petronet Ltd2.09%
  • Crompton Greaves Consumer Electricals Ltd2.02%
  • Cyient Ltd2.02%
  • Genus Power Infrastructures Ltd1.98%
  • PVR INOX Ltd1.97%
  • Ujjivan Financial Services Ltd1.97%
  • UTI Asset Management Company Ltd1.97%
  • Eris Lifesciences Ltd1.95%
  • IDFC Ltd1.95%
  • CMS Info System Ltd1.95%
  • Craftsman Automation Ltd1.94%
  • Mastek Ltd1.91%
  • Indian Renewable Energy Development Agency Ltd1.89%
  • Can Fin Homes Ltd1.88%
  • CCL Products India Ltd1.88%
  • Computer Age Management Services Ltd1.87%
  • EPL Ltd1.84%
  • TD Power Systems Ltd1.81%
  • Sansera Engineering Ltd1.79%
  • Lumax Industries Ltd1.79%
  • MPs Ltd1.79%
  • Mayur Uniquoters Ltd1.56%
  • Kirloskar Pneumatic Company Ltd1.56%
  • HDFC Bank Ltd1.45%
  • Mahindra Logistics Ltd1.42%
  • Lemon Tree Hotels Ltd1.40%
  • Exide Industries Ltd1.33%
  • Carysil Ltd1.27%
  • V Guard Industries Ltd1.13%
  • Fusion Micro Finance Ltd1.05%
  • Narayana Hrudayalaya Ltd1.00%
  • Krishna Institute Of Medical Sciences Ltd0.96%
  • Interglobe Aviation Ltd0.49%
  • Infosys Ltd0.49%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

HSBC Small Cap Fund - Regular Plan - GrowthHSBC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

24.98%

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

22.58%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

21.76%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

21.64%

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

EQUITY

Very High

21.30%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

20.67%

UTI Small Cap Fund - Regular Plan - GrowthUTI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

18.46%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

18.14%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

17.96%

Axis Small Cap Fund - Regular Plan - GrowthAxis Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

17.79%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

69.20%

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

EQUITY

Very High

66.28%

Quant Small Cap Fund - GrowthQuant Small Cap Fund - Growth

EQUITY

Very High

58.34%

Bank of India Small Cap Fund - Regular Plan - GrowthBank of India Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

49.71%

Invesco India Smallcap Fund - Regular Plan - GrowthInvesco India Smallcap Fund - Regular Plan - Growth

EQUITY

Very High

49.36%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

48.38%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

46.76%

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

EQUITY

Very High

43.18%

Canara Robeco Small Cap Fund - Regular Plan - GrowthCanara Robeco Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

41.18%

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

EQUITY

Very High

40.76%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HSBC Small Cap Fund - Regular Plan - GrowthHSBC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

39.34%

HDFC Small Cap Fund - Regular Plan - GrowthHDFC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

37.36%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

32.14%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

30.82%

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

29.43%

UTI Small Cap Fund - Regular Plan - GrowthUTI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.84%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

26.30%

ICICI Prudential Smallcap Fund - GrowthICICI Prudential Smallcap Fund - Growth

EQUITY

Very High

25.29%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

23.44%

Axis Small Cap Fund - Regular Plan - GrowthAxis Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

22.33%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

EQUITY

Very High

32.74%

Nippon India Small Cap Fund - GrowthNippon India Small Cap Fund - Growth

EQUITY

Very High

32.31%

Franklin India Smaller Companies Fund - GrowthFranklin India Smaller Companies Fund - Growth

EQUITY

Very High

29.35%

Axis Small Cap Fund - Regular Plan - GrowthAxis Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

28.82%

Kotak Small Cap Fund - GrowthKotak Small Cap Fund - Growth

EQUITY

Very High

27.32%

SBI Small Cap Fund - Regular Plan - GrowthSBI Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.91%

Union Small Cap Fund - Regular Plan - GrowthUnion Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.71%

DSP Small Cap Fund - Regular Plan - GrowthDSP Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

26.05%

HSBC Small Cap Fund - Regular Plan - GrowthHSBC Small Cap Fund - Regular Plan - Growth

EQUITY

Very High

25.09%

Aditya Birla Sun Life Small Cap Fund - GrowthAditya Birla Sun Life Small Cap Fund - Growth

EQUITY

Very High

18.27%

Fund Managers

CM

Mr. Chirag MehtaFund Manager (Overseas Investments)

Mr. Mehta is dedicated Fund manager for Foreign Securities. He is a Commodities Fund Manager from May 2009

AS

Mr. Abhilasha SataleAssociate Fund Manager

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Compare with similar Funds

Quantum Small Cap Fund - Regular Plan - Growth

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Quantum Small Cap Fund - Regular Plan - Growth

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Quantum Small Cap Fund - Regular Plan - Growth

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Quantum Small Cap Fund - Regular Plan - Growth

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Quantum Small Cap Fund - Regular Plan - Growth

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Quantum Small Cap Fund - Regular Plan - Growth

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Quantum Small Cap Fund - Regular Plan - Growth

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Quantum Small Cap Fund - Regular Plan - Growth

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Quantum Small Cap Fund - Regular Plan - Growth

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Quantum Small Cap Fund - Regular Plan - Growth

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FAQ's

What is the risk level associated with the Quantum Small Cap Fund - Regular Plan - Growth?

The Quantum Small Cap Fund - Regular Plan - Growth is a high-risk mutual fund focused on small-cap stocks. It aims to provide long-term capital growth to its investors.

What is the current NAV (Net Asset Value) of the Quantum Small Cap Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the Quantum Small Cap Fund - Regular Plan - Growth as of Jul 25,2024 is INR 12.00.

What is the expense ratio associated with the Quantum Small Cap Fund - Regular Plan - Growth?

The expense ratio for the Quantum Small Cap Fund - Regular Plan - Growth is 2.1%.

What is the minimum investment amount required for the Quantum Small Cap Fund - Regular Plan - Growth?

The Quantum Small Cap Fund - Regular Plan - Growth has a minimum investment requirement of INR 500.

Is there a systematic investment plan (SIP) available for the Quantum Small Cap Fund - Regular Plan - Growth?

Yes, you can invest in the Quantum Small Cap Fund - Regular Plan - Growth using SIP with a minimum monthly investment of INR 500.

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