The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Small Cap companies.
What is Small Cap Mutual Fund ?
Small Cap Funds invest in all companies expect the top 250 in terms of market capitalisation.
Based on the market capitalization, companies are classified into three different categories:
Large Cap
According to SEBI’s rules, all companies that are listed on the stock exchanges are ranked based on their market cap. The top 100 companies are categorised as large cap companies. Mutual funds that invest in the stocks of these large cap companies are categorised as large cap funds.
Mid Cap
Small Cap
Small Cap Mutual Funds invest 65% of their money in Small Cap Companies, i.e., those companies which are not in the top 250 listed companies of India.
Analysis of Quant Small Cap Fund
Quant Small Cap Fund is an open ended equity scheme investing in Small Cap portfolio of Equity Shares.
Benchmark Index: NIFTY Small Cap 250 Total Return Index
Minimum Investment: 5,000/- and multiple of Re. 1/
Subsequent Investment: 1,000/- and multiple of Re. 1/-
Quant Small Cap Fund - Return(%)
Portfolio Top Holdings
Quant 1 Year vs 3 Year vs 5 Year Return (%)
Quant Small Cap Fund 3 Yr return (%) vs NIFTY Smallcap 250 Total Return Index
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