Quant Large Cap Fund Direct Growth

Quant Large Cap Fund Direct Growth is an equity fund. This fund was started on 10 August, 2022. The fund is managed by Yug Tibrewal, Ankit A. Pande, Sanjeev Sharma, Ayusha Kumbhat, Sameer Kate, Lokesh Garg, Sandeep Tandon, Varun Pattani. The fund could potentially beat inflation in the long-run.

1. Quant Large Cap Fund Direct Growth has ₹2720 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
2. The fund has an expense ratio 0.4.
   

Quant Large Cap Fund Direct Growth has given a CAGR return of 15.68% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -5.01% and 15.98% respectively.

Quant Large Cap Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Energy, Health, Utilities, Industrial, Consumer Defensive, Real Estate, Consumer Cyclical, Government, Tech. Its top holdings are Larsen & Toubro Ltd, Jio Financial Services Ltd, Reliance Industries Ltd, Capri Global Capital Ltd, Adani Enterprises Ltd

As it is a large-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.

The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related instruments falling under the category of large cap companies. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Quant Large Cap Fund Direct Growth has no lock in period.