QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION
Category: Equity: Small Cap
Launch Date: 05-11-2023
AUM:
₹ 47.23 Cr
Expense Ratio
2.1%
Benchmark
S&P BSE 250 SmallCap TRI
ISIN
INF082J01440
Minimum Investment
500.0
Minimum Topup
500.0
Minimum SIP Amount
0
Fund Manager
Chirag Mehta, Abhilasha Satale
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION | - | - | - |
| S&P BSE 250 SmallCap TRI | 54.87 | 27.24 | 25.14 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.72
Last change
0.09 (0.8396%)
Fund Size (AUM)
₹ 47.23 Cr
Performance
7.2% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks to generate capital appreciation by investing predominantly in Small Cap Stocks. There is no assurance that the investment objective of the scheme will be achieved.
Fund Manager
Chirag Mehta, Abhilasha Satale
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 19.87 |
| Kirloskar Pneumatic Company Ltd. | 3.13 |
| Godrej Industries Ltd. | 2.94 |
| Karur Vysya Bank Ltd. | 2.47 |
| Equitas Small Finance Bank Ltd. | 2.4 |
| CMS Info Systems Ltd. | 2.35 |
| Crompton Greaves Consumer Electricals Ltd. | 2.33 |
| Lemon Tree Hotels Ltd. | 2.29 |
| Genus Power Infrastructures Ltd. | 2.18 |
| CSB Bank Ltd. | 2.16 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial | 19.4 |
| Others | 19.15 |
| Services | 12.61 |
| Capital Goods | 8.6 |
| Automobile | 7.8 |
| Technology | 7.05 |
| Consumer Staples | 6.97 |
| Materials | 5.16 |
| Consumer Discretionary | 4.08 |
| Healthcare | 3.91 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Quantum Small Cap Fund Reg Gr | 0.0 |
| Bandhan Small Cap Reg Gr | 0.0 |
| Mahindra Manulife Small Cap Fund Reg Gr | 0.0 |
| ITI Small Cap Reg Gr | 0.0 |
| Quant Small Cap Gr | 40.38 |
| Nippon India Small Cap Gr Gr | 31.77 |
| Franklin India Smaller Companies Gr | 25.17 |
| Invesco India Small Cap Reg Gr | 27.72 |
| BANK OF INDIA Small Cap Reg Gr | 32.32 |
| HSBC Small Cap Fund Reg Growth | 26.31 |