This CRISIL Rated 5 Star Multi-Cap Fund Has Outperformed Category Average; Learn More

Mutual funds have risen to prominence as one of the greatest investment products for both novice and experienced investors over the years. When it comes to mutual fund investing, you may be faced with difficult decisions such as whether to invest in large-cap funds for more stability or low-cap schemes for aggressive growth, whether to take high risk in the hopes of high yields or be satisfied with low-risk low reward schemes, and so on. This is where Multi-Cap Mutual Funds come in to help those who are dealing with similar issues with their investments. This multi-cap mutual fund has given promising returns on the SIP and lump-sum investments.

Quant Active Fund - Direct Plan-Growth

Launched by Quant Mutual Fund, the Quant Active Fund - Direct Plan-Growth plan currently has an AUM of Rs 1,720 crore. It is an open-ended fund small fund of its category. Fund's NAV is Rs 403.9921 as on 25 January 2022. The fund was launched on 01 January 2013, and is currently managed by Sanjeev Sharma and Ankit A Pande. The fund has an expense ratio of 0.58%, which is less than the category average. With a diverse portfolio of Large Cap, Mid Cap, and Small Cap firms, the program strives to provide long-term capital appreciation and income. Fund's Direct-Growth scheme's ability to deliver returns consistently is higher than most funds of its category. Its ability to control losses in a falling market is high. They are rated low to moderate risk and the minimum SIP is set to Rs 1000 with the minimum lump sum investment set to INR 5000.  

Returns

Quant Active Fund Direct-Growth returns of the last 1-year are above category average returns in the same period of time. The fund has given good returns in 2,3 and 5 years. It has outperformed the category average returns. Since launch, it has delivered 20.43% average annual returns, almost double of its category average returns.

Lump-Sum Returns

Period Invested	Absolute Returns	Annualised Returns	Category Avg
1 Year	36.24%	36.24%	20.14%
2 Year	113.88%	46.17%	24.35%
3 Year	137.34%	33.35%	22.06%
5 Year	187.09%	23.44%	15.73%
Since Inception	446.69%	20.43%	11.41%

SIP Returns

Period Invested	Absolute Returns	Annualised Returns
1 Year	7.42%	13.91%
2 Year	55.11%	48.54%
3 Year	76.76%	40.60%
5 Year	101.90%	28.48%

Portfolio

The fund is invested in Indian stocks 98.51 percent of the time, with 45.28% Large-cap stocks, 15.56% in mid-cap stocks, and 26.86% in small-cap stocks. The Services, Consumer Staples, Construction, Financial, Metals & Mining sectors account for the majority of the fund's holdings. In comparison to other funds in the category, it has less exposure to the Services and Consumer Staples sectors. Vedanta Ltd., ITC Ltd., Reliance Industries Ltd., State Bank of India, and Larsen & Toubro Ltd. are the fund's top five holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.