Equity • Small Cap Fund ★ High Alpha Growth

quant Small Cap Fund - Growth Option - Direct Plan

Fund House: quant Mutual Fund • Benchmark: NIFTY Smallcap 250 TRI

Current NAV (17 Aug 2026)
₹312.69 +0.72% 1D
Gamp Research Rating
★★★★★ (5/5)
Top quartile consistency
Riskometer
Very High
Ideal for 3+ years investment horizon
Min. Investment
SIP: ₹1,000
Lumpsum: ₹5,000
AUM & Expense Ratio
₹26,800 Cr
TER: 0.77% (Direct)

Historical Returns & CAGR Analysis

Official AMFI daily NAV historical returns series

Daily Verified Feed
Historical returns comparison table for quant Small Cap Fund - Growth Option - Direct Plan
Period This Fund Category Avg Benchmark
6 Month +11.45% +7.80% +6.90%
1 Year +15.55% +13.24% +10.45%
3 Year (CAGR) +18.76% +16.78% +14.30%
5 Year (CAGR) +20.26% +17.90% +15.20%
Since Inception (CAGR) +21.15% +15.60% +14.80%

* Returns above 1 year are annualized (CAGR). Mutual fund investments are subject to market risks; read all scheme related documents carefully.

Portfolio & Asset Allocation

Monthly portfolio disclosures and equity sector diversification

Equity (89.2%) Debt (0%) Cash & Equiv (10.8%)

Top 5 Portfolio Holdings

Reliance Industries Ltd.
Energy
7.90%
Jio Financial Services Ltd.
Financial Services
5.45%
Adani Power Ltd.
Utilities
4.85%
Bikaji Foods International
Consumer Goods
3.95%
Aegis Logistics Ltd.
Services
3.50%

SIP Wealth Growth Example

See how a disciplined monthly Systematic Investment Plan compounds in this fund

Monthly SIP ₹10,000 / mo ₹3.60 Lakh invested (3 Yrs)
3-Year Value (At 3Y CAGR) ₹4.65 Lakh +₹1.05 Lakh (+29.2% profit)
5-Year Value (At 5Y CAGR) ₹8.95 Lakh +₹2.95 Lakh (+49.1% profit)

Scheme Facts & Fund Management

Exit Load 1% if redeemed within 15 days, Nil thereafter
Lock-In Period No Lock-in
Inception Date & Track Record 01 Jan 2013 (13+ Years)
Fund Managers Sandeep Tandon, Ankit Pande, Sanjeev Sharma

Frequently Asked Questions

What is the current NAV and 3-Year CAGR return of quant Small Cap Fund - Growth Option - Direct Plan? +

As of 17 Aug 2026, the Net Asset Value (NAV) of quant Small Cap Fund - Growth Option - Direct Plan is ₹312.69 with a 1-day change of +0.72%. Its 3-Year annualized CAGR return is +18.76%, outperforming the category benchmark of +14.30%.

What is the expense ratio and exit load for quant Small Cap Fund - Growth Option - Direct Plan? +

quant Small Cap Fund - Growth Option - Direct Plan has a Total Expense Ratio (TER) of 0.77%. The exit load policy is: 1% if redeemed within 15 days, Nil thereafter.

How can I start an automated SIP in quant Small Cap Fund - Growth Option - Direct Plan with Gamp Finserv? +

You can start an online SIP in quant Small Cap Fund - Growth Option - Direct Plan starting from ₹1,000/month through Gamp Finserv. Our AMFI-registered investment team assists with paperless KYC, fund allocation, and quarterly performance reviews.

What is the statutory lock-in period for quant Small Cap Fund - Growth Option - Direct Plan? +

The lock-in period for this fund is: No Lock-in.