Quant Large and Mid Cap Fund
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.
₹137.47
▲1.5%1D
NAV as on 19 Jun 2026
18.46%/per year
Since Inception
▲▼
6294 people have invested ₹ 4.1Cr 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 (19-Jun-26)
The fund has consistently outperformed the benchmark (NIFTY 500) over the last 1Y, 3Y, 5Y time periods.
Quant Large and Mid Cap Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 16 out of 26 mutual funds in the large & mid-cap category as per INDmoney.
Quant Large and Mid Cap Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Quant Large and Mid Cap Fund Asset Allocation
See fund asset allocation details as on (14-Jun-26)
Fund Distribution
as on (14-Jun-26)
Quant Large and Mid Cap Fund Sector Allocation
See fund sector allocation details as on (14-Jun-26)
Sector Allocation
Top 3 Sectors in May were Utilities, Basic Materials & Energy
Utilities
18%
Basic Materials
17%
Energy
15%
Utilities
18%
Basic Materials
17%
Energy
15%
Quant Large and Mid Cap Fund Holdings Details
as on (31-May-26)
Quant Large and Mid Cap Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.72% |
Benchmark | Nifty LargeMidcap 250 TR INR |
| AUM | ₹3424 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5,000/₹1,000 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 111.37% |
| Risk |   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, Ayusha Kumbhat, Yug Tibrewal, Varun Pattani, Ankit A. Pande, Sandeep Tandon, Sameer Kate. The fund could potentially beat inflation in the long-run.
Key Parameters
- Quant Large and Mid Cap Fund has ₹3424 Cr worth of assets under management (AUM) as on Jun 2026 and is more than category average.
- The fund has an expense ratio 0.7.
Returns
Quant Large and Mid Cap Fund has given a CAGR return of 18.46% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.37%, 19.32% and 18.19% respectively.
Holdings
Quant Large and Mid Cap Fund has allocated its funds majorly in Cash Equivalent, Government, Utilities, Energy, Consumer Cyclical, Basic Materials, Health, Industrial, Tech, Communication, Financial Services, Consumer Defensive. Its top holdings are Lloyds Metals & Energy Ltd, Adani Power Ltd, Aurobindo Pharma Ltd, Reliance Industries 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
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
Ayusha Kumbhat
Fund Manager of Quant Large and Mid Cap Fund, since 19 February 2025
Yug Tibrewal
Fund Manager of Quant Large and Mid Cap Fund, since 6 March 2025
Varun Pattani
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
Sandeep Tandon
Fund Manager of Quant Large and Mid Cap Fund, since 3 February 2025
Sameer Kate
Fund Manager of Quant Large and Mid Cap Fund, since 6 March 2025
- AUM of the fund stands at 3.2K Cr as of May'26
- AUM has remained same between May'26 and Apr'26
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?
- 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.