Quant Large and Mid Cap Fund

Quant Large and Mid Cap Fund

Equity

Quant Mutual Fund

Large & Mid-Cap

Get the latest NAV of Quant Large and Mid Cap Fund. 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.

₹118.98

▲0.5%1D

NAV as on 20 Feb 2026

17.71%/per year

Since Inception

Absolute Gain%

▲▼

8551 people have invested ₹ 4.2Cr in Quant Large and Mid Cap Fund in the last three months

Quant Large and Mid Cap Fund Performance vs. NIFTY 500

Fund returns vs Benchmark returns vs Category Average returns as on (20-Feb-26)

The fund has outperformed the benchmark (NIFTY 500) over 5Y, but underperformed over 1Y, 3Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
2.03%
-7.1%
-4.12%
2.84%
16.36%
18.36%
NIFTY 500
1.68%
-1.66%
1.76%
13.07%
16.75%
13.88%
Large & Mid-Cap Avg
2.39%
-2.71%
0.1%
13.21%
18.96%
16.48%
Best in Large & Mid-Cap
5.1%
0.96%
4.91%
22.23%
25.84%
21.37%
Worst in Large & Mid-Cap
0.08%
-7.1%
-4.72%
2.84%
14.07%
12.01%
Category Rank
18/21
20/21
19/21
10/21
1/20
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Quant Large and Mid Cap Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

20
/21
42% Performance
16% Risk Management
51% Cost

Ranked 20 out of 21 mutual funds in the large & mid-cap category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Quant Large and Mid Cap Fund
20/21
3,039Cr
0.79%
2.84%
16.36%
-5.10
1.16
0.54
0.83
-0.64
Bandhan Large & Mid Cap Fund
1/21
13,968Cr
0.55%
16.93%
24.78%
4.62
0.96
1.23
2.13
1.51
ICICI Prudential Large & Mid Cap Fund
2/21
27,445Cr
0.79%
15.63%
22.4%
3.99
0.82
1.20
2.08
0.51
UTI Large & Mid Cap Fund
3/21
5,615Cr
0.91%
15.07%
23.04%
3.39
0.96
1.14
1.99
1.11
See all
Positive: Beats FD returns for both 3Y & 5Y
Beats FD returns for both 3Y & 5Y
Negative: Does not beat the benchmark consistently
Does not beat the benchmark consistently
Negative: Highly volatile within category
Highly volatile within category
Negative: Higher probablity of downside risk
Higher probablity of downside risk

Quant Large and Mid Cap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Quant Large and Mid Cap Fund Asset Allocation

See fund asset allocation details as on (14-Feb-26)

Fund Distribution

as on (14-Feb-26)

Large cap
49.5%
Mid cap
33.8%
Small cap
2%
Mid Cap allocation has gone down from 36.6% to 33.8%
Mid Cap allocation has gone down from 36.6% to 33.8%
Large Cap allocation has gone down from 56.3% to 49.5%
Large Cap allocation has gone down from 56.3% to 49.5%
Small Cap allocation has gone up from 0.7% to 2%
Small Cap allocation has gone up from 0.7% to 2%
Cash allocation has gone down from 6.4% to 2.4%
Cash allocation has gone down from 6.4% to 2.4%

Quant Large and Mid Cap Fund Sector Allocation

See fund sector allocation details as on (14-Feb-26)

Sector Allocation

Consumer Defensive
18.5%
Industrial
15.3%
Energy
13.4%
Financial Services
11.8%
Consumer Cyclical
9%
Health
8.2%
Basic Materials
8.2%
Utilities
5.4%
Communication
4.3%
Real Estate
4.3%
Tech
1.6%

Top 3 Sectors in January were Government, Industrial & Financial Services

Jan'26

Financial Services

25%

Consumer Cyclical

13%

Industrial

12%

Dec'25

Government

28%

Industrial

15%

Financial Services

13%

Quant Large and Mid Cap Fund Holdings Details

as on (31-Jan-26)

Top Stocks bought last month
Adani Power Ltd's allocation increased from 4.21% to 5.45%
Adani Power Ltd's allocation increased from 4.21% to 5.45%
Samvardhana Motherson International Ltd's allocation increased from 5.44% to 6.56%
Samvardhana Motherson International Ltd's allocation increased from 5.44% to 6.56%
Aurobindo Pharma Ltd's allocation increased from 6.96% to 7.92%
Aurobindo Pharma Ltd's allocation increased from 6.96% to 7.92%
Top Stocks sold last month
Reliance Industries Ltd's allocation decreased from 10.11 % to 5.88 %
Reliance Industries Ltd's allocation decreased from 10.11 % to 5.88 %
Jio Financial Services Ltd's allocation decreased from 3.79 % to 3.64 %
Jio Financial Services Ltd's allocation decreased from 3.79 % to 3.64 %
K.P.R. Mill Ltd's allocation decreased from 2.81 % to 2.62 %
K.P.R. Mill Ltd's allocation decreased from 2.81 % to 2.62 %

Quant Large and Mid Cap Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.79%
Benchmark
Nifty LargeMidcap 250 TR INR
AUM₹3039 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5,000/₹1,000
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
111.37%
Risk
Risk meter
pointer
Very High Risk

About Quant Large and Mid Cap Fund

Quant Large and Mid Cap Fund is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Sanjeev Sharma, Varun Pattani, Yug Tibrewal, Ayusha Kumbhat, Sameer Kate, Sandeep Tandon, Ankit A. Pande. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Quant Large and Mid Cap Fund has ₹3039 Cr worth of assets under management (AUM) as on Feb 2026 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

Quant Large and Mid Cap Fund has given a CAGR return of 17.71% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 2.84%, 16.36% and 18.36% respectively.

Holdings

Quant Large and Mid Cap Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Consumer Defensive, Utilities, Health, Basic Materials, Energy, Tech, Communication. Its top holdings are HDFC Bank Ltd, Aurobindo Pharma Ltd, Samvardhana Motherson International Ltd, Lloyds Metals & Energy Ltd, Larsen & Toubro 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 benefit
Dividends 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

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 5000.00 and for SIP is INR 1000.00. Quant Large and Mid Cap Fund has no lock in period.

Fund Manager

Sanjeev Sharma

Fund Manager of Quant Large and Mid Cap Fund, since 1 February 2017

Varun Pattani

Fund Manager of Quant Large and Mid Cap Fund, since 3 February 2025

Yug Tibrewal

Fund Manager of Quant Large and Mid Cap Fund, since 6 March 2025

Ayusha Kumbhat

Fund Manager of Quant Large and Mid Cap Fund, since 19 February 2025

Sameer Kate

Fund Manager of Quant Large and Mid Cap Fund, since 6 March 2025

Sandeep Tandon

Fund Manager of Quant Large and Mid Cap Fund, since 3 February 2025

Ankit A. Pande

Fund Manager of Quant Large and Mid Cap Fund, since 11 May 2020

Learn more about Quant Mutual Fund
Parameters
Jan'26
Dec'25
Nov'25
AUM
₹ 3K Cr
₹ 3.5K Cr
₹ 3.5K Cr
  • AUM of the fund stands at 3K Cr as of Jan'26
  • AUM decreased by 473 Cr between Jan'26 and Dec'25

Compare Quant Large and Mid Cap Fund

Quant Large and Mid Cap Fund

VS

Mirae Asset Large & Midcap Fund

Frequently Asked Questions for Quant Large and Mid Cap Fund

How do I invest in Quant Large and Mid Cap Fund?

INDmoney makes it simple to invest in the Quant Large and Mid Cap Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Quant Large and Mid Cap Fund’.
  • 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.

What is the current NAV of Quant Large and Mid Cap Fund?

The NAV of the fund today is ₹118.98. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Quant Large and Mid Cap Fund fund has generated a return of 2.84% in 1 year, 16.36% in 3 years, 18.36% in 5 years.

Who is the fund manager of Quant Large and Mid Cap Fund?

The fund managers are Sanjeev Sharma, Varun Pattani, Yug Tibrewal, Ayusha Kumbhat, Sameer Kate, Sandeep Tandon, Ankit A. Pande.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.79%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹3039 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Quant Large and Mid Cap Fund?

The top 3 holdings of the fund are HDFC Bank Ltd(8.68%), Aurobindo Pharma Ltd(7.92%), Samvardhana Motherson International Ltd(6.56%)