Mutual Fund Calculator: Investment experts recommend mutual fund investors to invest in small-cap funds if they have a long-term outlook. They believe that in the long term, small-cap funds offer higher returns than medium and small-term plans. Quant Small Cap Fund – Direct Plan is a prime example of this. This small-cap mutual fund scheme has changed in the last seven years 10,000 in Monthly SIP 17.52 lakhs. This small-cap mutual fund was established on 7th January 2013 and has given absolute returns of 229 per cent since its inception while it has given annual returns of around 13.50 per cent over the period.
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In the past year this mutual fund It has given nil returns whereas in the last two years it has given annual returns of more than 65.60 per cent and absolute returns of around 175 per cent. In the last 3 years, this small-cap mutual fund has given an annual return of around 35 per cent while it has given a return of around 146.50 per cent in this period. In the last 5 years, this mutual fund scheme has given an annual return of 17.40 per cent, while in the last 5 years it has given an absolute return of 122.95 per cent. Except for the last one year, this mutual fund scheme has outperformed the category returns in all the time horizons mentioned above.
If an investor had started 10,000 monthly SIP in this mutual fund plan 3 years ago, it increased to . Would have been done 6.44 lakh today. If an investor had started 10,000 Monthly SIP in Quant Small Cap Fund – Direct Plan 5 years ago, it would have been 11.71 lakh today. Similarly, if an investor had started a monthly SIP 7 years ago this small-cap plan used to have 10,000 Today 17.52 lakhs.
This small-cap mutual fund has 97.57 per cent exposure in the domestic stock market, out of which 62.42 per cent is in small-cap stocks. ITC, IRB Infrastructure Developers, Hindustan Copper, Arvind, Linde India, Just ial, EID Parry, etc are some of the prominent Indian stocks in which this small-cap mutual fund has invested.
Canara Robeco Small Cap Fund – Direct Plan – Growth, Axis Small Cap Fund – Direct Plan – Growth, IDBI Small Cap Fund – Direct Plan – Growth, ICICI Prudential Small Cap Fund – Direct Plan – Growth, etc. are some of the major companions of Small-Cap Category which has given great returns to its investors.