With annualized returns of 47.01% in 3 years SIP, this small cap fund is good for SIP


Quantitative Small Cap Fund

As of May 31, 2022, the size of assets under management (AUM) of the fund was Rs 1754 crore. Although the expense ratio is 0.62%, it is below the category average of 0.77%. The net asset value (NAV) which was declared on June 24, 2022 is Rs 118,269. Since it is an equity fund, it has a high risk rating for investments.

Upfront investments in this fund require a minimum of Rs 5,000 for lump sum payments and Rs 1,000 for SIPs. A minimum of Rs 1000 is required to make additional investments in this vehicle. In this fund, there is no applicable blocking period. For redemption within 365 days of investment, a 1% charge applies. NIFTY Smallcap 250 is the fund’s benchmark index.

Suitability and objectives of the fund

Suitability and objectives of the fund

By investing in small capitalization companies, this strategy aims for capital growth. For those who want to invest money for at least three to four years and are looking for extremely high returns, this program is best for them. However, investors should be prepared for the risk of greater losses on their assets.

According to the Quant Mutual Fund, “The primary investment objective of the program is to seek to provide capital appreciation and to provide opportunities for long-term growth by investing in a portfolio of small capitalization companies. There can be no assurance that the investment objective of the plan will be achieved.”

Annualized SIP Returns

Annualized SIP Returns

The fund gave negative SIP returns in 1 year SIP Tenure under the Direct Plan-Growth option.

Duration of SIP Absolute returns Annualized returns
1 year -9.36% -16.86%
2 years 34.95% 31.79%
3 years 91.32% 47.01%
5 years 107.50% 29.68%
Wallet

Wallet

The fund invests 97.57% of its assets in domestic stocks, with 62.42% in small cap stocks, 1.19% in mid cap stocks and 21.47% in large cap stocks. The fund’s top 5 holdings include ITC, IRB Infrastructure Developers Ltd., Hindustan Copper, Arvind Ltd. and
Linde India Ltd.

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