Good evening :)
Add to Watchlist
Share

How to use scorecard? Learn more

Quant Large & Mid Cap Fund

Bonus
EquityLarge & Mid Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,692 Cr
Very High RiskPrinciple investment will be at very high risk
115.950.06% (+0.07)

Price Chart

High
Low
Returns
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

EquityLarge & Mid Cap Fund
Mid-size FundAssets Under Mgmt: ₹ 3,692 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.6242.290.87
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3448.501.24

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Bonus0 yrs1.00%
1% on or before 15D Nil after 15D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
NIFTY LargeMidcap 250 - TRI

About Large & Mid Cap Fund

Large & Mid Cap funds diversify investment between large cap and mid cap companies. These are relatively less riskier as compared to large cap funds due to their exposure to mid cap funds also.

Peers & Comparison

Comparing 2 mutual funds from 
EquityLarge & Mid Cap Fund
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Quant Large & Mid Cap Fund20.06%20.88%18.92%
Nippon India Vision Fund29.14%21.62%15.55%
Bank of India Large & Mid Cap Equity Fund21.06%18.02%8.90%

Price Comparison

Compare Quant Large & Mid Cap Fund with any MF, ETF, stock or index
Compare Quant Large & Mid Cap Fund with any MF, ETF, stock or index
Quant Large & Mid Cap Fund
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsTreasury BillsFutures & OptionsEquity-0.11%1.87%4.30%93.94%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+17 morePharmaceuticalsIron & SteelOil & Gas - Refining & MarketingConstruction & EngineeringSpecialized Finance52.16 %8.17 %8.97 %9.41 %9.99 %11.30 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 248.22%7.96%10.77%8.22%9.44%11.30%
Specialized Finance as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • Reliance Industries Ltd
    RELIANCE
    3M change : -0.04 %

    Holdings

    9.41 %

    -0.04 %
  • ITC Ltd
    ITC
    3M change : -0.38 %

    Holdings

    7.80 %

    -0.38 %
  • Aurobindo Pharma Ltd
    AUROPHARMA
    3M change : -1.59 %

    Holdings

    6.68 %

    -1.59 %

AMC Profile

Quant Money Managers Limited "QMML" (AMC) was incorporated on December 12, 1995, and was approved to act as an Asset Management Company for the quant Mutual Fund by SEBI vide its letter dated October 30, 2017.

  • No.of Schemes

    27

  • Total AUM

    ₹ 97,185.88 Cr.

Fund Manager Profile

Ankit Pande

AUM:  ₹95,029.92 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Vasav Sahgal

AUM:  ₹95,029.92 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Sanjeev Sharma

AUM:  ₹82,785.49 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Manager Performance (0)

Loading...

Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.