Quant Multi Cap Fund Direct Growth

Quant Active Fund is a multi-cap mutual fund that invests in large-cap, mid-cap and small-cap stocks. The fund takes a balanced approach by investing at least 25% in all three categories. Large-cap stocks are established companies that stay resilient during volatility. At the same time, small-cap and mid-cap stocks are emerging businesses with high-growth potential.

The fund tactically allocates investments in key sectors and companies while constantly shifting investments across market caps and sectors to maintain a risk-on, risk-off view to mitigate risks. The fund managers at Quant use the money flow analysis to find stocks at inflection points. This, combined with their VLRT (Valuation, Liquidity, Risk and Time) framework, helps them build an investment portfolio that stays relevant in the evolving market conditions.

The fund is benchmarked against the Nifty 500 Multicap 50:25:25. This benchmark includes large-cap, mid-cap and small-cap companies in the same proportion. Using this index as a benchmark helps the fund monitor their performance accurately against a broader market of similar companies.

Currently, the fund's portfolio comprises 26.0% small-cap stocks, 41.17% large-cap stocks, and 24.99% mid-cap stocks.

With an AUM of ₹9240.0 crores, Quant Multi Cap Fund Direct Growth generated a return of -3.3% in 1 year, 13.7% in 3 years, 24.4% in 5 years. while its benchmark index (Nifty 500) generated 3.9% in 1 year, 15.9% in 3 years, and 19.4% in 5 years.