Quant Mid Cap Fund - Growth has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 3.93 | 12.56 | 15.05 | 17.69 |
| Average Rolling Returns(%) | 21.75 | 19.10 | 17.81 | 13.59 |
The Current NAV of Quant Mid Cap Fund - Growth is ₹219.81.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.
Quant Mid Cap Fund - Growth fund’s expense ratio is 1.53%
The process for redemption is
The AUM of Quant Mid Cap Fund - Growth is currently ₹8,107 Crores.
The Top three stocks are Aurobindo Pharma, Lloyds Metals&Energy and Tata Communications and account for 28% of its portfolio. Top 5 and 10 stocks of fund account for 40% and 63% of fund’s portfolio respectively.
Top three sectors of Quant Mid Cap Fund - Growth fund are Construction & Infrastructure, Telecom and Healthcare accounting for 41% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Quant Mid Cap Fund - Growth Fund is Equity - Mid Cap Fund.
Sandeep Tandon and Ankit Pande manage the Quant Mid Cap Fund - Growth Fund.
Quant Mid Cap Fund - Growth current PE ratio is 39.57 and PB ratio is 7.08
The asset allocation of Quant Mid Cap Fund - Growth is Stocks : 83.54%, Debt : 3.39% and Gold : 13.05%
The minimum SIP amount for Quant Mid Cap Fund - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for Quant Mid Cap Fund - Growth is 0.50% on or before 3 months, Nil after 3 months
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Name of the IA registered
with SEBI: |
The Alchemists Ark Pvt. Ltd. |
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Logo:
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Trade/Brand
Name of IA: |
MoneyWorks4Me Investment Advisers |
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Brand Logo:
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SEBI Registration Number:
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INA000013323 Validity – May 16, 2019 – Perpetual |
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Registration:
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Non-Individual |
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BSE Enlistment No:
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1187 |
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Address:
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B-101, Signet Corner Building, Balewadi Phata, Baner, Pune, Maharashtra 411045 |
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Compliance Officer
Details: |
Name: Shrikant Jagtap Email: shrikant.jagtap@moneyworks4me.com |
Telephone: +919860359463 Address: Same as IA |
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Grievance Officer
Details: |
Name: Mukta Vaze Email: mukta.vaze@moneyworks4me.com |
Telephone: +919860919463 Address: Same as IA |
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Principal Officer
Details: |
Name: Atharva Bhide Email: atharva.bhide@moneyworks4me.com |
Telephone: +919175899463 Address: Same as IA |
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Standard Warning:
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Investment in securities market are subject to market risks. Read all the related documents carefully before investing. |
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Disclaimer:
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Registration granted by SEBI, enlistment with exchange and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors. |
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