This Small Cap Mutual Fund Has Given 3-year Absolute Returns Of 250%, Do You Own?

To begin with let us tell you we are not recommending any mutual fund scheme and the below is just information. The mutual fund scheme may outperform or under perform we are not sure. What we are giving is pure information based on the past track record.

The Quant Small Cap Fund - Stupendous returns

This fund has given returns of 254% in 3-years, with an annualized returns of 52%. This is fantastic by any stretch of imagination. The fund as the name suggests has a fantastic exposure to small cap stocks. However, these can be volatile and thus can be unpredictable as well. Among the stocks that Quant Small Cap Fund has exposure too include names like ITC, IRB Infra, Jindal Stainless Steel and RBL Bank. Some of these stocks like ITC have performed exceedingly well over the last few years, which has propelled the net asset value of Quant Small Cap Fund.

Hard to predict returns

There is a tendency that funds that have given stupendous returns in the past, may not necessarily be able to sustain that momentum. For Quant Small Cap Fund to generate the same returns of the last 3-years could be a herculean task. We would hence suggest that investors looking to invest in the fund, may do so through SIPs. However, our call remains that we are only giving information to our readers and they can take a call after consulting a professional. Apart from this, markets have turned exceedingly volatile over the last few weeks and hence caution would be necessary.

Other finer details of the Quant Small Cap Fund

The Quant Small Cap Fund has a net asset value of Rs 148.82, which means buying the units would have to be at this price. The net asset value that we have provided is under the Growth, Direct plan. The fund size is Rs 3141 crores, which is reasonable for a small cap fund. Crisil has rated the fund as 5-star which is another positive. The equity holdings of the fund is around 95%, with the remaining in cash and cash equivalents.