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Quant Small Cap Fund
Last 5 Years Annualised Return:
Direct Plan: 19.66%
Regular Plan: 18.68%
Latest NAV :
Direct: Rs. 124..33
Regular: Rs. 118.24
Minimum expense ratio- 0.62% (Inc. of GST)
Minimum SIP- Rs. 1000
Latest NAV: Direct: Rs. 124.33 Regular: Rs.118.24
Fund Size- Rs.1753.58 Cr
Fund Managers: Ankit A Pande, Vasav Sahgal. Sanjeev Sharma
P/E Ratio: 17.58
P/B Ratio: 2.23
Alpha: 17.89
Beta: 0.97
Sharpe Ratio:1.05
Sortiono Ratio: 1.35
-2.44%
Returns :
Category :
Small Cap
1Y
3Y
5Y
All
Fund returns
-1.1%
40.8%
19.7%
14.6%
Category Average
102.5%
18.0%
16.9%
NA
Rank within Category
19
1
NA
NA
Taxation
- Capital Gains:
15% tax on returns if redeemed before 1 year ,10% long-term capital gains tax (LTCG) is applied on gains from the sale of equity shares that exceed Rs 100,000.
The verdict
Quant Small Cap Fund is giving highest returns in small cap category but last year performance is quite low
Rating
Compare a range of mutual funds
Review by
Abhijeet Saxena
About the Expert
Abhijeet Saxena is qualified banking & finance lawyer registered with the bar council of Delhi.Graduate from NALSAR University of Law. Ex-NSE, ex Amarchand Mangaldas, ex Khaitan & Co.
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