Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan
Get the latest NAV of Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹86.53
1D
NAV as on 14 Jul 2025
18.03%/per year
Since Inception
▲▼
30 people have invested ₹ 1.6L in Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan in the last three months
Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan Performance vs. Nifty Midcap 150
Fund returns vs Benchmark returns vs Category Average returns as on (14-Jul-25)
The fund has outperformed the benchmark (Nifty Midcap 150) over 5Y, but underperformed over 1Y, 3Y.
Peer comparison
Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 97.3%
Debt & Cash 2.7%
Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 97.3%
Debt & Cash 2.7%
Top 3 Sectors in May were Industrial, Energy & Communication
Industrial
20%
Energy
16%
Consumer Defensive
14%
Industrial
27%
Energy
15%
Communication
11%
Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan Holdings Details
as on (30-Jun-25)
Equity
Debt & Cash
Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.64% |
Benchmark | Nifty Midcap 150 TR INR |
| AUM | ₹9140 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5000/₹1000 |
Exit Load | 0.5% |
| Lock In | No Lock-in |
TurnOver | 104.76% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan
Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sanjeev Sharma, Ankit A. Pande. The fund could potentially beat inflation in the long-run.
Key Parameters
- Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan has ₹9140 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan has given a CAGR return of 18.03% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -11.79%, 24.51% and 33.17% respectively.
Holdings
Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan has allocated its funds majorly in Cash Equivalent, Government, Industrial, Energy, Consumer Defensive, Basic Materials, Communication, Health, Tech, Financial Services, Consumer Cyclical, Utilities. Its top holdings are Reliance Industries Ltd, Aurobindo Pharma Ltd, IRB Infrastructure Developers Ltd, Marico Ltd, Premier Energies Ltd
Taxation
As it is a mid-cap mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan
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 Mid Cap companies. There is no assurance that the investment objective of the Scheme will be realized.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan has no lock in period.
Fund Manager
Sanjeev Sharma
Fund Manager of Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan, since 1 February 2017
Ankit A. Pande
Fund Manager of Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan, since 11 May 2020
- AUM of the fund stands at 9K Cr as of May'25
- AUM increased by 255.7 Cr between May'25 and Apr'25
More funds from Quant
5Y CAGR
▲ 45.51
3Y CAGR
▲ 30.13
3Y CAGR
▲ 27.93
5Y CAGR
▲ 40.61
5Y CAGR
▲ 33.31
Frequently Asked Questions for Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan
How do I invest in Quant Mid Cap Fund Reinvestment of Income Distribution cum capital withdrawal Option Direct Plan?
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