Quant Mid Cap Fund

Quant Mid Cap Fund

Get the latest NAV of Quant 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.

₹248.67

-1%1D

NAV as on 29 May 2026

16.93%/per year

Since Inception

Absolute Gain%

27904 people have invested ₹ 14Cr in Quant Mid Cap Fund in the last three months

Quant Mid Cap Fund Performance vs. Nifty Midcap 150

Fund returns vs Benchmark returns vs Category Average returns as on (29-May-26)

The fund has outperformed the benchmark (Nifty Midcap 150) over 5Y, but underperformed over 1Y, 3Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
2.61%
12.41%
3.59%
1.25%
19.09%
18.74%
Nifty Midcap 150
2.6%
3.31%
0.79%
6.84%
21.52%
18.46%
Mid-Cap Avg
1.61%
3.3%
0.49%
6.88%
21.07%
17.71%
Best in Mid-Cap
4.66%
12.41%
10.39%
20.61%
28.83%
23.41%
Worst in Mid-Cap
-0.1%
-1.18%
-10.58%
-7.22%
13.31%
12.63%
Category Rank
15/21
20/21
17/20
11/19
1/18
--

Quant Mid Cap Fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

20
/25
46% Performance
41% Risk Management
34% Cost

Ranked 20 out of 25 mutual funds in the 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 Mid Cap Fund
20/25
7,905Cr
1.81%
1.25%
19.09%
-2.87
0.90
--
--
-0.61
Nippon India Growth Mid Cap Fund Mid Cap
1/25
45,820Cr
0.63%
9.3%
24.86%
3.06
0.97
--
--
0.88
ICICI Prudential MidCap Fund
2/25
7,557Cr
0.87%
18.4%
27.12%
3.60
0.98
--
--
0.87
HDFC Mid Cap Fund
3/25
94,745Cr
0.72%
6.67%
23.22%
2.98
0.85
--
--
0.25
Positive: Beats FD returns for both 3Y & 5Y
Beats FD returns for both 3Y & 5Y
Negative: Poor track record of Recovering losses quickly
Poor track record of Recovering losses quickly
Negative: 3Y returns in the bottom 25% of the category
3Y returns in the bottom 25% of the category

Quant 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

Quant Mid Cap Fund Asset Allocation

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

Fund Distribution

as on (14-May-26)

Mid cap
59.9%

Large cap
12.7%

Small cap
8%

Small Cap allocation has gone down from 9.2% to 8%
Small Cap allocation has gone down from 9.2% to 8%
Mid Cap allocation has gone down from 70.1% to 59.9%
Mid Cap allocation has gone down from 70.1% to 59.9%
Large Cap allocation has gone down from 16.9% to 12.7%
Large Cap allocation has gone down from 16.9% to 12.7%
Cash allocation has gone up from 3.8% to 6.1%
Cash allocation has gone up from 3.8% to 6.1%

Quant Mid Cap Fund Sector Allocation

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

Sector Allocation

Industrial
22.3%
Health
13.8%
Basic Materials
12%
Communication
11.6%
Energy
11.5%
Tech
10.1%
Financial Services
7.8%
Consumer Defensive
6.3%
Utilities
3%
Real Estate
1.1%
Consumer Cyclical
0.6%

Top 3 Sectors in April were Financial Services, Health & Tech

Apr'26

Health

18%

Financial Services

17%

Basic Materials

17%

Mar'26

Financial Services

20%

Health

19%

Tech

16%

Quant Mid Cap Fund Holdings Details

as on (30-Apr-26)

Top Stocks bought last month
LG Electronics India Ltd's allocation increased from 0.08% to 3.73%
LG Electronics India Ltd's allocation increased from 0.08% to 3.73%
IRB Infrastructure Developers Ltd's allocation increased from 5.26% to 7.89%
IRB Infrastructure Developers Ltd's allocation increased from 5.26% to 7.89%
Premier Energies Ltd's allocation increased from 5.95% to 7.61%
Premier Energies Ltd's allocation increased from 5.95% to 7.61%
Top Stocks sold last month
Tata Communications Ltd's allocation decreased from 9.09 % to 8.04 %
Tata Communications Ltd's allocation decreased from 9.09 % to 8.04 %
Anthem Biosciences Ltd's allocation decreased from 4.85 % to 4.76 %
Anthem Biosciences Ltd's allocation decreased from 4.85 % to 4.76 %
ICICI Bank Ltd's allocation decreased from 4.91 % to 4.5 %
ICICI Bank Ltd's allocation decreased from 4.91 % to 4.5 %

Quant Mid Cap Fund Overview

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

Expense ratio1.81%
Benchmark
Nifty Midcap 150 TR INR
AUM₹7905 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5,000/₹1,000
Exit Load
0.5%
Lock InNo Lock-in
TurnOver
104.76%
Risk
Risk meter
pointer
Very High Risk

About Quant Mid Cap Fund

Quant Mid Cap Fund is a mid-cap mutual fund that primarily targets companies ranked 101st to 250th by market capitalization.  It allocates at least 65% of its assets to mid-cap stocks, with the flexibility to invest the rest in other equity segments or debt instruments. This approach enables the fund to capitalize on high-growth potential while adding an element of diversification.

 

The fund uses the NIFTY Midcap 150 TRI as its benchmark, a broad index that tracks the performance of mid-cap stocks listed on the NSE. This helps provide a meaningful comparison of the fund’s performance against the broader mid-cap segment.

 

Quant’s fund managers follow a data-driven investment strategy. The portfolio construction is guided by a top-down macroeconomic view, complemented by bottom-up stock selection. In addition to equities, the fund may also invest in REITs, InvITs, derivatives, and overseas securities, giving it the flexibility to adapt to different market scenarios while staying true to its mid-cap focus.

Fund Manager

Sameer Kate

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

Varun Pattani

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

Ankit A. Pande

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

Sandeep Tandon

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

Sanjeev Sharma

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

Yug Tibrewal

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

Ayusha Kumbhat

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

Learn more about Quant Mutual Fund
Parameters
Apr'26
Mar'26
Feb'26
AUM
₹ 7.9K Cr
₹ 7K Cr
₹ 7.3K Cr
  • AUM of the fund stands at 7.9K Cr as of Apr'26
  • AUM increased by 902.9 Cr between Apr'26 and Mar'26

Compare Quant Mid Cap Fund

Quant Mid Cap Fund

VS

HDFC Mid Cap Fund

Frequently Asked Questions for Quant Mid Cap Fund

How do I invest in Quant Mid Cap Fund?

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

The NAV of the fund today is ₹248.67. 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 Mid Cap Fund fund has generated a return of 1.25% in 1 year, 19.09% in 3 years, 18.74% in 5 years.

Who is the fund manager of Quant Mid Cap Fund?

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

What is the exit load of the fund?

The exit load is 0.5% if redeemed in 0-3 Months. 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 1.81%. 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 ₹7905 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Quant Mid Cap Fund?

The top 3 holdings of the fund are Aurobindo Pharma Ltd(9.52%), Tata Communications Ltd(8.35%), Lloyds Metals & Energy Ltd(8.19%)