Quant Small Cap Fund Direct Growth

Quant Small Cap Fund is a small-cap mutual fund that was launched on 29 October 1996. Small-cap mutual funds are categorized by SEBI (Securities and Exchange Board of India) to be companies that rank between 250th and beyond on the stock exchange as per their market capitalization.

Quant Mutual Funds follow a quantitative investing strategy that is based on their VLRT framework. Here, V refers to Valuation, R refers to Risk Appetite, L means Liquidity and T stands for Time. They call this a multi-dimensional approach that helps them view and analyse data for even enhanced predictive analysis.

Quant small cap fund follows Nifty Small Cap 250 TRI as its benchmark index. This index helps them measure their performance against the broader market, meaning a group of other companies in the same capitalisation. The fund maintains a strong equity focus, with significant exposure to sectors like Financials, Energy, and Healthcare, while also diversifying through debt instruments.

Currently, the fund's portfolio comprises 66.7% small-cap stocks, 22.81% large-cap stocks, and 0.48% mid-cap stocks.

With an AUM of ₹29288.0 crores, Quant Small Cap Fund Direct Growth generated a return of -5.2% in 1 year, 25.9% in 3 years, 35.8% in 5 years. while its benchmark index (Nifty Smallcap 250) generated -6.4% in 1 year, 22.4% in 3 years, and 27.9% in 5 years.