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Quantum Mutual Fund · Equity: Small Cap
QUANTUM SMALL CAP FUND - REGULAR PLAN GROWTH OPTION
The Investment Objective of the Scheme is 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.
EquityBenchmark · BSE 250 SmallCap TRITER · 2.45%Inception · 05-11-2023
NAV
₹12.85
-0.16% · as of 29-05-2026
Since inception
10.25%
CAGR
Benchmark (inception)
15.63%
CAGR
Fund size
₹209 Cr
AUM
Expense ratio
2.45%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +10.25% CAGR vs benchmark +15.63%.
Portfolio
Where the money is invested
Top holdings
Treps12.03%
THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-3.50%
SUPRIYA LIFESCIENCE LIMITED EQ3.31%
LUMAX INDUSTRIES LIMITED EQ2.70%
GLENMARK LIFE SCIENCES LIMITED EQ NEW FV Rs.2/-2.66%
STAR HEALTH AND ALLIED INSURANCE COMPANY LTD. EQ2.55%
CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED EQ2.40%
AXIS BANK LIMITED EQ NE FV RS. 2/-2.33%
ENGINEERS INDIA LIMITED EQ NEW F.V. RS.5/-2.32%
CSB BANK LIMITED EQ2.32%
Sector allocation
Financial Services13.59%
Automobile and Auto Components4.95%
Capital Goods4.70%
Healthcare4.14%
Consumer Durables3.43%
Services2.46%
Consumer Services2.14%
Information Technology2.13%
Construction1.16%
Fast Moving Consumer Goods1.00%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 10.3% p.a.₹10,000
10 years
Projected value
₹20,95,787
Invested: ₹12,00,000
Gained: ₹8,95,787
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Chirag Mehta, Mrs. Abhilasha Satale
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152108
ISIN (Growth)
INF082J01440
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Small Cap funds
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