Rs 1.8 Lakhs Invested In This SIP Has Become 3 Lakhs Today, 60% Returns In 3-Years

To begin with we would like to clarify is that we are not recommending the Quant Small Cap Fund as a buy, sell or hold. We have no opinion on it, and are just giving information and in no way should this be construed as an investment advisory.

Quant Small Cap Fund: Superb returns in 3 and 5 years

Amounts invested by way of SIP in the Quant Small cap Fund would have more than doubled in the last 5-years, giving absolute returns of 122%. So, if you have to invest Rs 5000 every month for the last 5 -years the total investment would be Rs 3 lakhs and you would have holdings in Quant Small Cap Fund worth Rs 6.68 lakhs. This is fantastic returns by any stretch of imagination. The 3 years SIP aggregating Rs 1.8 lakhs would be worth Rs 3 lakhs today.

Quant Small Cap Fund Holdings

The Quant Small Cap Fund has holdings in stocks like ITC, Jindal Stainless, RBL, IRB Infra etc. 93% of the fund is invested while the remaining is in cash and cash equivalents. Consumer staples led by ITC form the majority of the investment. The fund requires small SIP investment of Rs 1000 every month. The asset size of the fund is around Rs 3300 crores. Most of the funds from the Quant stable have performed well over the last few years. It is important to inform readers that small cap returns can be extremely volatile and hence investors must stay cautious before investing. A rise in interest rates can also weigh on equity mutual fund schemes as money could move away into more secure debt. Interestingly, the fund has some holdings in cash and is not fully invested.

Disclaimer

Mutual fund investments are subject to market risk and we have only highlighted certain facts on Quant Small Cap Fund. The above-mentioned information is purely informational and doesn't guarantee any return. Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.