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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 · 2.17%Inception · 05-11-2023
NAV
₹13.59
+0.52% · as of 13-07-2026
Since inception
12.06%
CAGR
Benchmark (inception)
15.89%
CAGR
Fund size
₹224 Cr
AUM
Expense ratio
2.17%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +12.06% CAGR vs benchmark +15.89%.
Portfolio
Where the money is invested
Top holdings
TREPS 8.33%
SUPRIYA LIFESCIENCE LIMITED EQ4.60%
THE KARUR VYSYA BANK LIMITED EQ NEW FV RS. 2/-2.81%
CARYSIL LIMITED EQ NEW FV RS 22.76%
LUMAX INDUSTRIES LIMITED EQ2.62%
MOLD-TEK PACKAGING LIMITED EQ NEW FV RS. 5/-2.61%
MAYUR UNIQUOTERS LIMITED EQ NEW FV RS. 5/-2.51%
ENGINEERS INDIA LIMITED EQ NEW F.V. RS.5/-2.47%
STAR HEALTH AND ALLIED INSURANCE COMPANY LTD. EQ2.46%
CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED EQ2.43%
Sector allocation
Financial Services24.87%
Automobile and Auto Components11.54%
Healthcare10.31%
Capital Goods9.16%
Consumer Durables8.18%
Consumer Services5.80%
Information Technology5.03%
Services4.49%
Construction2.47%
Fast Moving Consumer Goods2.35%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.1% p.a.₹10,000
10 years
Projected value
₹23,31,709
Invested: ₹12,00,000
Gained: ₹11,31,709
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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