
Quant Large & Mid Cap Fund(G)-Direct Plan
+17.88%
5Y annualised
+17.88%
5Y annualised
+0.65% 1D
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Buy, Hold or Sell?
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NAV : 27 Aug 2026
₹140.12
Min. SIP amount
₹1,000
Fund size (AUM)
3496 Cr
Expense ratio
0.7%
Launched on
07 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 27 Aug 2026
₹140.12
Min. SIP amount
₹1,000
Fund size (AUM)
3496 Cr
Expense ratio
0.7%
Launched on
07 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
50.56%
Mid Cap
44.39%
Small Cap
4.51%
Others
0.54%
Sector Allocation
Insurance
11.22%
Bank
10.77%
Infrastructure
10.62%
Power
8.19%
Healthcare
7.25%
Automobile & Ancillaries
6.73%
Iron & Steel
6.42%
It
5.27%
Others
32.79%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 15D, Nil after 15D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Sandeep Tandon
Present
Ankit Pande
Present
Varun Pattani
Present
Ayusha Kumbhat
Present
Similar/Peer Fund Comparison
Motilal Oswal Large & Midcap Fund(G)-Direct Plan
HSBC Large & Mid Cap Fund(G)-Direct Plan
Quant Large & Mid Cap Fund(G)-Direct Plan
Sundaram Large and Mid Cap Fund(G)-Direct Plan
Invesco India Large & Mid Cap Fund(G)-Direct Plan
Bank of India Large & Mid Cap Fund(G)-Direct Plan
Aditya Birla SL Large & Mid Cap Fund(G)-Direct Plan
WOC Large & Mid Cap Fund(G)-Direct Plan
FAQs
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