Quant Mutual Fund

Quant Mid Cap Fund

By Rajendra

Oct 20, 2022

Scheme Analysis

Category 

Mid Cap

Inception

Mar 20, 2001

Benchmark

Nifty MidCap 150

Scribbled Arrow

AUM  - 862 Cr

Fund Manager

Ankit Pande & Vasav Sahgal

Thick Brush Stroke

Quant Mid Cap Fund

Scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Mid Cap companies.

Image Credit - Unsplash

Investment Strategy

Top 5 Holding

Escorts Kubota

Patanjali

PNB

Adani Port

Zee Entertainment

8.33

6.94

6.46

6.38

5.93

Total 34.04

Entertainment

Agriculture

Banks

Top 5 Sector

8.50

8.33

8.28

6.94

6.43

Cement

Food

Thick Brush Stroke

Scheme Performance

Exit Load

Upto 1 Year - 1.00%

Scribbled Arrow

As on 30Sep. 2022

1 Year

3 Year

5 Year

Period

Returns

15.26%

35.82%

20.18%

Thick Brush Stroke

SIP Performance

Exit Load

upto 1 year - 1%

Scribbled Arrow

As on 30 Sep. 2022

1 Year

3 Year

5 Year

Period

Value

13,056

60,885

1,17,143

Returns

16.75%

37.34%

27,14%

Monthly SIP of 1,000