Quant Large and Mid Cap Fund Bonus Option Direct Plan
Get the latest NAV of Quant Large and Mid Cap Fund Bonus 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.
₹113.45
1D
NAV as on 13 Oct 2025
17.78%/per year
Since Inception
▲▼
Quant Large and Mid Cap Fund Bonus Option Direct Plan Performance vs. NIFTY 500
Fund returns vs Benchmark returns vs Category Average returns as on (13-Oct-25)
The fund has outperformed the benchmark (NIFTY 500) over 3Y, 5Y, but underperformed over 1Y.
Peer comparison
Quant Large and Mid Cap Fund Bonus Option Direct Plan Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Quant Large and Mid Cap Fund Bonus Option Direct Plan Asset Allocation
See fund asset allocation details as on (14-Sep-25)
Fund Distribution
as on (14-Sep-25)
Quant Large and Mid Cap Fund Bonus Option Direct Plan Sector Allocation
See fund sector allocation details as on (14-Sep-25)
Sector Allocation
Top 3 Sectors in August were Consumer Defensive, Industrial & Energy
Consumer Defensive
18%
Industrial
16%
Energy
13%
Consumer Defensive
19%
Industrial
15%
Energy
13%
Quant Large and Mid Cap Fund Bonus Option Direct Plan Holdings Details
as on (30-Sep-25)
Quant Large and Mid Cap Fund Bonus Option Direct Plan Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.7% |
Benchmark | Nifty LargeMidcap 250 TR INR |
| AUM | ₹3482 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 111.37% |
| Risk |   Very High Risk |
About Quant Large and Mid Cap Fund Bonus Option Direct Plan
Quant Large and Mid Cap Fund Bonus Option Direct Plan is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Yug Tibrewal, Sameer Kate, Ayusha Kumbhat, Ankit A. Pande, Sanjeev Sharma, Varun Pattani, Sandeep Tandon. The fund could potentially beat inflation in the long-run.
Key Parameters
- Quant Large and Mid Cap Fund Bonus Option Direct Plan has ₹3482 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
Quant Large and Mid Cap Fund Bonus Option Direct Plan has given a CAGR return of 17.78% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -11.03%, 17.67% and 23.29% respectively.
Holdings
Quant Large and Mid Cap Fund Bonus Option Direct Plan has allocated its funds majorly in Cash Equivalent, Consumer Defensive, Industrial, Financial Services, Energy, Consumer Cyclical, Health, Basic Materials, Utilities, Tech, Communication, Real Estate. Its top holdings are Reliance Industries Ltd, Aurobindo Pharma Ltd, Lloyds Metals & Energy Ltd, Adani Power Ltd, Samvardhana Motherson International Ltd
Taxation
As it is a large & 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 Large and Mid Cap Fund Bonus 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 Large Cap and 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 0.00 and for SIP is INR 0.00. Quant Large and Mid Cap Fund Bonus Option Direct Plan has no lock in period.
Fund Manager
Yug Tibrewal
Fund Manager of Quant Large and Mid Cap Fund Bonus Option Direct Plan, since 6 March 2025
Sameer Kate
Fund Manager of Quant Large and Mid Cap Fund Bonus Option Direct Plan, since 6 March 2025
Ayusha Kumbhat
Fund Manager of Quant Large and Mid Cap Fund Bonus Option Direct Plan, since 19 February 2025
Ankit A. Pande
Fund Manager of Quant Large and Mid Cap Fund Bonus Option Direct Plan, since 11 May 2020
Sanjeev Sharma
Fund Manager of Quant Large and Mid Cap Fund Bonus Option Direct Plan, since 1 February 2017
Varun Pattani
Fund Manager of Quant Large and Mid Cap Fund Bonus Option Direct Plan, since 3 February 2025
Sandeep Tandon
Fund Manager of Quant Large and Mid Cap Fund Bonus Option Direct Plan, since 3 February 2025
- AUM of the fund stands at 3.5K Cr as of Aug'25
- AUM decreased by 163.5 Cr between Aug'25 and Jul'25
Frequently Asked Questions for Quant Large and Mid Cap Fund Bonus Option Direct Plan
How do I invest in Quant Large and Mid Cap Fund Bonus Option Direct Plan?
- Download the INDmoney app.
- Search for ‘Quant Large and Mid Cap Fund Bonus Option Direct Plan’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.