Quant Mid Cap Fund Direct Growth

Quant Mid Cap Fund is a mid-cap mutual fund that primarily targets companies ranked 101st to 250th by market capitalization.  It allocates at least 65% of its assets to mid-cap stocks, with the flexibility to invest the rest in other equity segments or debt instruments. This approach enables the fund to capitalize on high-growth potential while adding an element of diversification.

The fund uses the NIFTY Midcap 150 TRI as its benchmark, a broad index that tracks the performance of mid-cap stocks listed on the NSE. This helps provide a meaningful comparison of the fund’s performance against the broader mid-cap segment.

Quant’s fund managers follow a data-driven investment strategy. The portfolio construction is guided by a top-down macroeconomic view, complemented by bottom-up stock selection. In addition to equities, the fund may also invest in REITs, InvITs, derivatives, and overseas securities, giving it the flexibility to adapt to different market scenarios while staying true to its mid-cap focus.

Currently, the fund's portfolio comprises 0.0% small-cap stocks, 20.40% large-cap stocks, and 72.11% mid-cap stocks.

With an AUM of ₹9140.0 crores, Quant Mid Cap Fund Direct Growth generated a return of -13.6% in 1 year, 21.9% in 3 years, 31.8% in 5 years. while its benchmark index (Nifty Midcap 150) generated -2.3% in 1 year, 24.0% in 3 years, and 29.5% in 5 years.