Quant Mid Cap Fund Direct Growth

The Quant Mid Cap Fund Growth Option Direct Plan has demonstrated a robust presence in the mid-cap category with an Assets Under Management (AUM) of ₹7,615.71 crore. This positions the fund as the 15th largest in its category, indicating a strong investor confidence and a significant market footprint. The fund's growth in AUM over the past year reflects its ability to attract and retain investors, likely due to its strategic allocation and performance.

The fund exhibits a strategic allocation across various market caps and sectors, with a predominant focus on mid-cap stocks, which constitute 72.83% of its portfolio. This aligns with its objective to capture growth opportunities inherent in mid-cap companies. Additionally, the fund allocates 20.87% to large-cap stocks, providing a balance of stability and growth potential. Sector-wise, the fund is heavily invested in industrials and basic materials, which together account for nearly 40% of the portfolio, suggesting a focus on sectors with strong growth prospects and economic resilience.

With an expense ratio of 0.62%, the Quant Mid Cap Fund Growth Option Direct Plan is competitively positioned within its category. This cost structure ensures that a substantial portion of the returns is passed on to investors, enhancing the fund's attractiveness. While there are funds with lower expense ratios, the fund's performance and strategic allocations may justify the cost for investors seeking a balanced approach to mid-cap investing.

The fund's risk measures indicate a nuanced performance profile. While the fund has shown volatility, as evidenced by its standard deviation, its risk-adjusted returns, as measured by ratios like Sharpe and Sortino, suggest that it has managed to deliver returns that compensate for the risks taken. The fund's ability to capture market movements, both in up and down markets, reflects its strategic positioning and active management approach.

Holding 6.30% of its assets in cash, the fund maintains a level of liquidity that allows it to navigate market volatility and capitalize on emerging opportunities. This cash reserve provides the fund with the flexibility to adjust its portfolio swiftly in response to market changes, potentially enhancing its ability to deliver consistent returns.

The fund's minimal exposure to technology, at just 0.75%, may be a point of consideration for investors seeking growth driven by technological advancements. While this limited allocation might reduce exposure to the volatility often associated with tech stocks, it also means the fund might miss out on the rapid growth potential that technology sectors can offer. This strategic choice reflects the fund's focus on other sectors perceived as having more stable growth prospects.