INF966L01341

CASPeR Ranking #19

Quant Large and Mid Cap Fund Growth

Very High Risk Large & Mid-Cap Equity

NAV (Tue Nov 19 2024)

₹114

Returns (Since Inception)

19.05%

Category Average

16.74%

Rating

5

Allocation and Holdings

Asset class

Weightage

Energy

9.42%

Consumer Defensive

7.96%

Healthcare

7.35%

Industrials

13.86%

Consumer Cyclical

5.34%

Basic Materials

4.51%

Financial Services

4.00%

Utilities

3.91%

ad banner to download
Get your personalized mutual fund portfolio in 2 minutes.
rating icon4.5

Overall rating

100K+Downloads

Scheme Information

Fund name

Quant Large and Mid Cap Fund Growth


Minimum SIP

1000


Risk Level

Very High Risk


AUM

₹3708.99 Cr


ISIN

INF966L01341


Inception Date

Nov 20 2006


Standard Deviation

16.162


Beta

1.02


Sharpe Ratio

1.039


Benchmark

IISL Nifty LargeMidcap 250 TR INR


Expense Ratio

1.880%


Exit Load

For redemption / Switch out (including SIP/STP) within 15 days From the date of allotment of units irrespective of the amount of investment : 1%

Risk

Very High Risk

Investment Objective

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 Large Cap and Mid Cap companies.There is no assurance that the investment objective of the Scheme will be realized.

Fund Managers

Sanjeev Sharma

Vasav Sahgal

Ankit A. Pande

About the AMC

Popular Equity funds

View all Funds

Expert designed mutual fund portfolios

Mutual Funds are a smart way to grow your money. They can help you achieve your financial goals as they have the potential to generate higher-than-inflation returns.

Mutual fund cover img

It’s Time to Grow Your Wealth

AUM

Investors

stack mb