Quantum Small Cap Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 4.64 | N/A | N/A | N/A |
| Average Rolling Returns(%) | 6.59 | N/A | N/A | N/A |
The Current NAV of Quantum Small Cap Fund - Growth - Direct Plan is ₹13.27.
It is better to invest in a fund with a longer track record as Quantum Small Cap Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Smallcap 250 returns, as Funds portfolio is significantly different.
Quantum Small Cap Fund - Growth - Direct Plan fund’s expense ratio is 0.70%
The process for redemption is
The AUM of Quantum Small Cap Fund - Growth - Direct Plan is currently ₹225 Crores.
The Top three stocks are Supriya Lifescience, Karur Vysya Bank and Carysil and account for 10% of its portfolio. Top 5 and 10 stocks of fund account for 15% and 28% of fund’s portfolio respectively.
Top three sectors of Quantum Small Cap Fund - Growth - Direct Plan fund are BFSI, Miscellaneous and Auto accounting for 46% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Small 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 Quantum Small Cap Fund - Growth - Direct Plan Fund is Equity - Small cap Fund.
Chirag Mehta and Abhilasha Satale manage the Quantum Small Cap Fund - Growth - Direct Plan Fund.
Quantum Small Cap Fund - Growth - Direct Plan current PE ratio is 27.39 and PB ratio is 3.70
The asset allocation of Quantum Small Cap Fund - Growth - Direct Plan is Stocks : 91.75%, Debt : 8.24% and Gold : 0%
The minimum SIP amount for Quantum Small Cap Fund - Growth - Direct Plan is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Quantum Small Cap Fund - Growth - Direct Plan is Nil upto 10% of units and 1% for remaining units on or before 180 days, Nil after 180 days
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