{"id":254947,"date":"2026-09-18T09:55:05","date_gmt":"2026-09-18T04:25:05","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-18T09:55:05","modified_gmt":"2026-09-18T04:25:05","slug":"quantum-small-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Quantum Small Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/quantum-small-cap-fund-g-direct-plan\">Quantum Small Cap Fund Direct Growth Plan<\/a> has a NAV of \u20b914.02 as of 17 Sep 2026 and scheme AUM of \u20b9265 Cr. Its 1-year, 3-year and 5-year returns are 7.56%, 0% and 0%, and the fund sits in the High Risk bucket.<\/p>\n<p>Our view is that this is a small-cap fund for investors who can tolerate sharp swings and a short history of performance. The return pattern is still building, while the portfolio mix shows a meaningful cash cushion and a spread across 57 disclosed holdings, which may soften some day-to-day moves but does not remove the underlying small-cap risk.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Quantum_Small_Cap\" title=\"Should you BUY or HOLD Quantum Small Cap?\">Should you BUY or HOLD Quantum Small Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Quantum_Small_Cap_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Quantum Small Cap Fund Direct Growth Plan?\">What is the current NAV of Quantum Small Cap Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_benchmark\" title=\"How does it compare with the benchmark?\">How does it compare with the benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#How_does_it_compare_with_peer_funds_on_recent_performance\" title=\"How does it compare with peer funds on recent performance?\">How does it compare with peer funds on recent performance?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#What_is_the_risk_profile_and_who_manages_the_fund\" title=\"What is the risk profile and who manages the fund?\">What is the risk profile and who manages the fund?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/quantum-small-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b914.02 as of 17 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9265 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.7%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>03 Nov 2023<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9500<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty Small Cap<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>Nil upto 10% of units and 1% for remaining units on or before 365D, Nil after 365D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Chirag Mehta, Abhilasha Satale<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Chirag Mehta and Abhilasha Satale.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-1.75%<\/td>\n<td>-1.84%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>1.08%<\/td>\n<td>2.25%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>7.56%<\/td>\n<td>4.94%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent picture is mixed but not weak in outright terms. Over 1 month, the fund was slightly less negative than the benchmark, which suggests it held up a little better in a soft patch. Over 3 months, it trailed the benchmark, so the latest run has not been uniformly stronger than the index.<\/p>\n<p>The 1-year number is more encouraging, because the fund has outpaced the benchmark by a clear margin. That tells us the fund has had phases where stock selection has added value, even though the shorter 3-month snapshot was less supportive. For investors, this matters because small-cap results can change quickly from one window to another.<\/p>\n<p>The chart pattern also looks uneven rather than smooth. There were periods of weakness followed by recovery, which is typical of a high-volatility small-cap mandate. Our view is that the fund has shown enough rebound capability over 12 months, but the absence of longer completed 3-year and 5-year return histories means the longer compounding story is still limited.<\/p>\n<p>Against the benchmark, the fund is ahead on 1 year and slightly better on 1 month, but behind on 3 months. That is a reminder that short-term numbers do not line up neatly here. For a small-cap investor, the more relevant takeaway is that the fund has not moved in a straight line and should be judged with a long enough holding period.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Quantum_Small_Cap\"><\/span>Should you BUY or HOLD Quantum Small Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Quantum Small Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quantum-small-cap-fund-g-direct-plan\">Quantum Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>7.56%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/trustmf-small-cap-fund-g-direct-plan\">TRUSTMF Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>27.33%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-small-cap-fund-g-direct-plan\">Bank of India Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>24.01%<\/td>\n<td>20.78%<\/td>\n<td>19.46%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-small-cap-fund-g-direct-plan\">Motilal Oswal Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>19.7%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/union-small-cap-fund-g-direct-plan\">Union Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>18.13%<\/td>\n<td>16.46%<\/td>\n<td>16.71%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-small-cap-fund-g-direct-plan\">ITI Small Cap Fund Direct Growth Plan<\/a><\/td>\n<td>17.75%<\/td>\n<td>23.78%<\/td>\n<td>18.52%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>On the available 1-year figures, this fund trails every peer listed here. The gap is especially visible versus the stronger recent performers, which suggests its recent momentum has been more muted than the peer set.<\/p>\n<p>The longer-window picture is harder to compare fully because several peers do not yet have completed 3-year or 5-year figures. Where those figures exist, the current fund is also behind the available 3-year and 5-year numbers shown for the more seasoned peers. So the short-term and longer-term comparisons both lean the same way: the fund has some catching up to do on visible performance.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>TREPS ^<\/td>\n<td>Cash &amp; Cash Equivalents and Net Assets<\/td>\n<td>7.89%<\/td>\n<\/tr>\n<tr>\n<td>Supriya Lifescience Ltd*<\/td>\n<td>Healthcare<\/td>\n<td>3.29%<\/td>\n<\/tr>\n<tr>\n<td>Karur Vysya Bank Ltd*<\/td>\n<td>Bank<\/td>\n<td>2.86%<\/td>\n<\/tr>\n<tr>\n<td>Uniparts India Ltd*<\/td>\n<td>Capital Goods<\/td>\n<td>2.69%<\/td>\n<\/tr>\n<tr>\n<td>Engineers India Ltd*<\/td>\n<td>Infrastructure<\/td>\n<td>2.67%<\/td>\n<\/tr>\n<tr>\n<td>Alivus Life Sciences Ltd*<\/td>\n<td>Healthcare<\/td>\n<td>2.62%<\/td>\n<\/tr>\n<tr>\n<td>Lumax Auto Technologies Ltd*<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.53%<\/td>\n<\/tr>\n<tr>\n<td>Star Health and Allied Insurance Company Ltd*<\/td>\n<td>Insurance<\/td>\n<td>2.52%<\/td>\n<\/tr>\n<tr>\n<td>CCL Products (India) Ltd*<\/td>\n<td>Agri<\/td>\n<td>2.51%<\/td>\n<\/tr>\n<tr>\n<td>Lumax Industries Ltd*<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.46%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 32.04% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/quantum-small-cap-fund-g-direct-plan\">Quantum Small Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest disclosed holding is TREPS at 7.89%, which is a meaningful cash and cash-equivalent allocation for a small-cap fund. After that, weights fall quite quickly into the 3% range and then cluster around the mid-2% area, so no single equity stake dominates the visible book.<\/p>\n<p>That pattern suggests the portfolio may be fairly spread across the disclosed names rather than concentrated in just a few positions. With 57 holdings disclosed and the top 10 together accounting for 32.04%, the tail beyond the largest names is likely to carry a material share of the portfolio. That can reduce single-stock dependence, although small-cap portfolios can still move sharply when market sentiment changes.<\/p>\n<p>Our view is that the cash holding and the broad number of positions may help balance some individual-stock risk, but they do not change the fund\u2019s small-cap nature. The portfolio still leaves room for stock-specific and segment-specific volatility.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors with a high tolerance for volatility and a long enough horizon to absorb uneven small-cap cycles. The official risk tag is High Risk, and the recent return pattern shows short-term swings rather than steady compounding.<\/p>\n<p>Its benchmark comparison and peer comparison both suggest that returns can vary widely across time windows. That means the main trade-off is the possibility of stronger upside over longer holding periods, alongside the risk of underperforming in weaker stretches. A patient investor who understands small-cap drawdowns may find the profile more acceptable than someone seeking smoother returns.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> NIL up to 10% of units and 1% for remaining units on or before 365 days; no exit load after holding period.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Quantum_Small_Cap_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Quantum Small Cap Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b914.02 as of 17 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is 7.56%, while the 3-year and 5-year returns are Data not available.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_benchmark\"><\/span>How does it compare with the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Over 1 year, the fund has returned 7.56% versus 4.94% for the benchmark. Over 3 months, it has trailed the benchmark, while over 1 month it has been slightly better.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_peer_funds_on_recent_performance\"><\/span>How does it compare with peer funds on recent performance?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>On the available 1-year figures, it trails the peer funds listed here. Some peers also have stronger 3-year and 5-year figures where those histories are available.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9500.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_risk_profile_and_who_manages_the_fund\"><\/span>What is the risk profile and who manages the fund?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is classified as High Risk. It is managed by Chirag Mehta and Abhilasha Satale, and the portfolio shows a spread across 57 disclosed holdings with a visible cash-equivalent position.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Quantum Small Cap Fund Direct Growth Plan has shown a better 1-year result than its benchmark, but the shorter windows are less consistent and the longer completed track record is still limited. Relative to the peer names visible here, the recent return profile is softer, and where longer histories are available, it also looks weaker. The fund remains High Risk, with a broad but still small-cap-oriented portfolio and a noticeable cash-equivalent allocation that may help moderate some volatility without removing it.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 18 September 2026 at 9:53 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Quantum Small Cap Fund Direct Growth Plan\",\"identifier\":\"quantum-small-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"03 Nov 2023\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":14.02,\"valueReference\":\"as of 17 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"265 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.7\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty Small Cap\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":7.56},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Chirag Mehta, Abhilasha Satale\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Quantum Small Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b914.02 as of 17 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is 7.56%, while the 3-year and 5-year returns are Data not available.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Over 1 year, the fund has returned 7.56% versus 4.94% for the benchmark. Over 3 months, it has trailed the benchmark, while over 1 month it has been slightly better.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on recent performance?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"On the available 1-year figures, it trails the peer funds listed here. Some peers also have stronger 3-year and 5-year figures where those histories are available.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9500.\"}},{\"@type\":\"Question\",\"name\":\"What is the risk profile and who manages the fund?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is classified as High Risk. It is managed by Chirag Mehta and Abhilasha Satale, and the portfolio shows a spread across 57 disclosed holdings with a visible cash-equivalent position.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Quantum Small Cap Fund Direct Growth Plan has a NAV of \u20b914.02 as of 17 Sep 2026, AUM of \u20b9265 Cr and a High Risk profile. Its 1-year return is 7.56%, ahead of the benchmark\u2019s 4.94% but behind several peers.<\/p>\n","protected":false},"author":38,"featured_media":254941,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-254947","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["254941"],"rank_math_title":["Quantum Small Cap Fund Review 2026 | NAV &amp; Returns"],"rank_math_description":["Quantum Small Cap Fund Direct Growth Plan NAV is \u20b914.02 as of 17 Sep 2026; 1Y return is 7.56% and risk category is High Risk."],"rank_math_focus_keyword":["Quantum Small Cap Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Quantum_Small_Cap_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/254947","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=254947"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/254947\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/254941"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=254947"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=254947"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=254947"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}