Quantum Small Cap Fund

Quantum Small Cap Fund

Equity

Quantum Mutual Fund

Small-Cap

Get the latest NAV of Quantum Small 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.

₹12.76

▲0.7%1D

NAV as on 17 Apr 2026

10.45%/per year

Since Inception

Absolute Gain%

▲▼

1300 people have invested ₹ 81.7L in Quantum Small Cap Fund in the last three months

Quantum Small Cap Fund Performance vs. Nifty Smallcap 250

Fund returns vs Benchmark returns vs Category Average returns as on (17-Apr-26)

The fund has outperformed the benchmark (Nifty Smallcap 250) over 1Y, but underperformed over 3Y, 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
9.06%
-1.39%
-1.01%
10.38%
--
--
Nifty Smallcap 250
8.48%
1.43%
-3.73%
6.39%
21.69%
18.54%
Small-Cap Avg
10.09%
2.45%
-1.79%
8.95%
20.12%
19.9%
Best in Small-Cap
15.25%
10.89%
4.86%
20.26%
32.51%
25.15%
Worst in Small-Cap
8.01%
-2.02%
-10.21%
-3.81%
15.31%
16.15%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Quantum Small Cap Fund
-
181Cr
0.7%
10.38%
-
--
--
--
--
--
Bandhan Small Cap Fund
1/18
20,130Cr
0.49%
12.6%
32.51%
8.81
0.90
1.05
1.76
1.88
Invesco India Smallcap Fund
2/18
9,208Cr
0.4%
12.46%
26.51%
4.63
0.83
0.83
1.22
0.50
Nippon India Small Cap Fund
3/18
61,809Cr
0.67%
9.6%
22.27%
1.32
0.85
0.67
1.02
-0.02
See all

Quantum Small Cap Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

0

Profit

Total Corpus

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Absolute Return
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Quantum Small Cap Fund Asset Allocation

See fund asset allocation details as on (13-Apr-26)

Fund Distribution

as on (13-Apr-26)

Small cap
74.5%
Large cap
8.5%
Mid cap
3.5%
Mid Cap allocation has gone down from 4.3% to 3.5%
Mid Cap allocation has gone down from 4.3% to 3.5%
Large Cap allocation has gone down from 9.3% to 8.5%
Large Cap allocation has gone down from 9.3% to 8.5%
Small Cap allocation has gone down from 76.2% to 74.5%
Small Cap allocation has gone down from 76.2% to 74.5%
Cash allocation has gone up from 10.2% to 13.5%
Cash allocation has gone up from 10.2% to 13.5%

Quantum Small Cap Fund Sector Allocation

See fund sector allocation details as on (13-Apr-26)

Sector Allocation

Financial Services
31%
Consumer Cyclical
24.8%
Industrial
17.3%
Basic Materials
7.5%
Health
6.3%
Tech
5.5%
Communication
3.5%
Utilities
2.4%
Consumer Defensive
1.9%

Top 3 Sectors in March were Financial Services, Consumer Cyclical & Industrial

Mar'26

Financial Services

30%

Consumer Cyclical

26%

Industrial

16%

Feb'26

Financial Services

31%

Consumer Cyclical

28%

Industrial

15%

Quantum Small Cap Fund Holdings Details

as on (31-Mar-26)

Top Stocks bought last month
Computer Age Management Services Ltd Ordinary Shares's allocation increased from 0.16% to 1.05%
Computer Age Management Services Ltd Ordinary Shares's allocation increased from 0.16% to 1.05%
Eris Lifesciences Ltd Registered Shs's allocation increased from 1.69% to 2.31%
Eris Lifesciences Ltd Registered Shs's allocation increased from 1.69% to 2.31%
Alivus Life Sciences Ltd's allocation increased from 2.19% to 2.66%
Alivus Life Sciences Ltd's allocation increased from 2.19% to 2.66%
Top Stocks sold last month
Karur Vysya Bank Ltd's allocation decreased from 3.76 % to 3.5 %
Karur Vysya Bank Ltd's allocation decreased from 3.76 % to 3.5 %
Supriya Lifescience Ltd's allocation decreased from 3.57 % to 3.31 %
Supriya Lifescience Ltd's allocation decreased from 3.57 % to 3.31 %
Lumax Industries Ltd's allocation decreased from 3.34 % to 2.7 %
Lumax Industries Ltd's allocation decreased from 3.34 % to 2.7 %

Quantum Small Cap Fund Overview

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

Expense ratio0.7%
Benchmark
S&P BSE 250 SmallCap TR INR
AUM₹181 Cr
Inception Date3 November, 2023
Min Lumpsum/SIP₹500/₹500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
11.5%
Risk
Risk meter
pointer
Very High Risk

About Quantum Small Cap Fund

Quantum Small Cap Fund is an equity fund. This fund was started on 3 November, 2023. The fund is managed by Chirag Mehta, Abhilasha Satale. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Quantum Small Cap Fund has ₹181 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
  2. The fund has an expense ratio 0.7.

Returns

Quantum Small Cap Fund has given a CAGR return of 10.45% since inception. Over the last 1 year the fund has given a CAGR return of 10.38%.

Holdings

Quantum Small Cap Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Industrial, Health, Basic Materials, Tech, Communication, Consumer Defensive, Utilities, Real Estate. Its top holdings are Karur Vysya Bank Ltd, Supriya Lifescience Ltd, Lumax Industries Ltd, Alivus Life Sciences Ltd, Star Health and Allied Insurance Co Ltd

Taxation

As it is a small-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 Quantum Small Cap Fund

The Investment Objective of the Scheme to generate capital appreciation by investing predominantly in Small Cap Stocks. There is no assurance that the investment objective of the scheme will be achieved.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 500.00. Quantum Small Cap Fund has no lock in period.

Fund Manager

Chirag Mehta

Fund Manager of Quantum Small Cap Fund, since 3 November 2023

Abhilasha Satale

Fund Manager of Quantum Small Cap Fund, since 3 November 2023

Learn more about Quantum Mutual Fund
Parameters
Mar'26
Feb'26
Jan'26
AUM
₹ 180.8 Cr
₹ 189.8 Cr
₹ 178.9 Cr
  • AUM of the fund stands at 180.8 Cr as of Mar'26
  • AUM decreased by 9 Cr between Mar'26 and Feb'26

Frequently Asked Questions for Quantum Small Cap Fund

How do I invest in Quantum Small Cap Fund?

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

The NAV of the fund today is ₹12.76. 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?

Quantum Small Cap Fund fund has generated a return of 10.38% in 1 year

Who is the fund manager of Quantum Small Cap Fund?

The fund managers are Chirag Mehta, Abhilasha Satale.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 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 0.70%. 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 ₹181 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Quantum Small Cap Fund?

The top 3 holdings of the fund are Karur Vysya Bank Ltd(3.5%), Supriya Lifescience Ltd(3.31%), Lumax Industries Ltd(2.7%)