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With 47.01% Annualised Returns In 3 Years SIP, This Small Cap Fund Is Good For SIP
The name of the fund is Quant Small Cap Fund. It is a 27-year-old equity small-cap fund launched by the Quant Mutual Fund on November 25, 1996. It is a medium-sized open-ended fund in its category. Mr Ankit Pande, Mr Vasav Sahgal, and Mr Sanjeev Sharma are fund managers of the Quant Small Cap Fund. The fund has been rated 5-star by CRISIL and 3 Star by Value Research.
Quant Small Cap Fund
As of May 31, 2022, the fund's Asset Under Management (AUM) size was Rs 1,754 crore. Although the expense ratio is 0.62 per cent, it is lower than the 0.77 per cent category average. The Net Asset Value (NAV) that was declared on June 24, 2022, is Rs 118.269. Since it is an equity fund, it has a high-risk rating for investments.
Starting investments in this fund require a minimum of Rs 5,000 for lump-sum payments and Rs 1,000 for SIPs. A minimum of Rs 1000 is needed to make additional investments in this vehicle. In this fund, there is no applicable lock-in period. For redemption within 365 days of investing, there is a 1% fee. NIFTY Smallcap 250 is the fund's benchmark.
Fund's Suitability & Objectives
By investing in smallcap companies, this strategy aims for capital growth. For those wishing to invest money for at least three to four years and seeking extremely high returns, this scheme is best suited for them. However, investors need to be prepared for the risk of greater losses on their assets.
According to the Quant Mutual Fund, "The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Small-Cap companies. There is no assurance that the investment objective of the Scheme will be realized."
Annualised SIP Returns
The fund has given negative SIP returns in 1-year SIP Tenure under the Direct Plan-Growth option.
| SIP Tenure | Absolute Returns | Annualised Returns |
|---|---|---|
| 1 Year | -9.36% | -16.86% |
| 2 Year | 34.95% | 31.79% |
| 3 Year | 91.32% | 47.01% |
| 5 Year | 107.50% | 29.68% |
Portfolio
The fund invests 97.57% of its assets in domestic equities, of which 62.42 per cent is in small-cap stocks, 1.19 per cent in mid-cap stocks, and 21.47 per cent in large-cap stocks. The fund's top 5 holdings include ITC, IRB Infrastructure Developers Ltd., Hindustan Copper, Arvind Ltd., and
Linde India Ltd.
Disclaimer
Mutual funds investment are subject to market. Read all terms & conditions carefully with investment. Greynium Information Technologies, the Author, and the respective Brokerage House are not liable for any losses caused as a result of decisions based on the article. Goodreturns.in advises users to check with certified experts before taking any investment decision.
