This Top-Rated Small Cap Fund Has Given Close To 80% Returns In 1 Year

Small-size funds that are actively managed can outperform other areas of the market, particularly during periods of economic recovery or expansion. Small-size funds have historically outperformed other categories and created alpha over a long period of time. This small-cap fund from the house of Quant Mutual Funds has generated good annualized returns in 1 and 2 years.

Quant Small Cap - Direct Plan-Growth

NAV	Fund Size	Expense Ratio
₹143.50	₹ 1517.18 Cr	0.56%

NAV as on 11 February 2022

This fund was launched 9 years on 01 January 2013. As of 31 December 2021, Fund's asset under management has stood at Rs 1,517 Crore. The fund expense ratio is 0.56%, which is less than its category average expense ratio, 0.82%. Fund's Direct Plan-Growth has generated a promising return in the last 1 and 2 years. In the last 1-year, it has generated 79.34%, whereas in 2-Years it is 75.25%. However, since its inception, it has delivered 17.10% average annual returns, which is below its category average annual returns. The fund can deliver consistently is in line with most funds of its category. Funds' ability to control losses in a falling market is high. Its performance is very good among its peers. Investors who are seeking to put their capital in for at least 3 to 4 years and expect good returns could opt to invest in the fund. However, it is a highly risky fund for investment. Returns are not guaranteed. The fund is rated 5-stars by the rating agency CRISIL.

Annualised Returns

Lump Sum Returns - On Investment of Rs 10,000

1-Year	2-Year	3-Year	5-Year	Since Inception
79.34%	75.25%	43.13%	24.00%	17.10%

SIP Returns - On Investment of Rs 1,000

1-Year	2-Year	3-Year	5-Year
50.68%	91.45%	69.43%	39.71%

Fund's Portfolio

The fund is invested in Indian equities to the tune of 96.78%, out of which 8.47% in large-cap stocks, followed by 7.15% in mid-cap stocks, and 71.7% in small-cap stocks. Construction, FMCG, Healthcare, Services, and Chemicals are the industries in which the fund has the most money invested. When compared to other funds in the category, it has less exposure to the construction and FMCG industries. ITC Ltd., Arvind Ltd., Indiabulls Real Estate Ltd., IRB Infrastructure Developers Ltd., and Himachal Futuristic Communications Ltd. are among the top five holdings of the fund.

Disclaimer

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