Small-cap mutual fund gives 52% CAGR in 3 years. Know Fund

mutual fund returns

This small-cap in the last one year mutual fund It has given zero 9 return while the category average is 1.62 per cent. In the last two years, Quant Small Cap Fund has given 52.45 per cent return while the category return during this period is close to 44 per cent. Over the last 3 years, this small-cap mutual equity fund has generated a CAGR of 52.55 per cent, while the category’s return over this period is 31.65 per cent. In the last five years, this equity mutual fund has generated a CAGR of 22.45 per cent while the category average in the last 5 years is around 14.50 per cent.

The small-cap mutual fund was established in January 2013 and the equity fund has generated a CAGR of 15.70 per cent since its inception.

Quant Small Cap Fund Portfolio Details

This small-cap equity fund has around 97.40 per cent of its assets under management in domestic equities, out of which 63.25 per cent is in small-cap, 21.27 per cent in large-cap and 3.85 per cent in mid-cap stocks. ,

invested in shares

Quant Small Cap Fund has invested in Indian stocks like ITC, Ambuja Cements, IRB Infrastructure Developers, HFCL, India Cements, Hindustan Copper, RBL Bank, Patanjali Foods etc. Small-cap equity funds have the highest exposure to ITC stocks.

key mates

IDBI Small Cap Fund, Nippon India Small Cap Fund, Canara Robeco Small Cap Fund, Edelweiss Small Cap Fund etc are some of the major counterparts against which Quant Small Cap Fund is competing.