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Quant Small Cap Fund(G)-direct Plan

Quant Small Cap Fund(G)-direct Plan

EquityDirect GrowthHigh Risk

+21.36%

5Y annualised

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NAV : 24 Aug 2026

₹318.57

Min. SIP amount

₹1,000

Fund size (AUM)

34068 Cr

Expense ratio

0.71%

Launched on

07 Jan 2013

Lock-in period

N/A

Benchmark

Nifty Small Cap

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,90,434

Stock Allocation

Stock nameSectorAllocation
Irb Infrastructure Developers LimitedInfrastructure9.75%
Anand Rathi Wealth LimitedFinance7.37%
Bharat Rasayan LimitedChemicals5.36%

Fund Composition

34068 Cr

Large Cap

14.50%

Mid Cap

5.58%

Small Cap

68.75%

Others

11.52%

Sector Allocation

34068 Cr

Healthcare

15.20%

Finance

15.01%

Infrastructure

11.27%

Chemicals

8.59%

Bank

5.81%

Crude Oil

5.57%

Power

3.88%

Trading

3.70%

Others

29.76%

Minimum investments

Min. for SIP1000
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Income)

Exit load, stamp duty and tax

Exit load

1% on or before 1Y, Nil after 1Y

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

ST

Sandeep Tandon

Present

AP

Ankit Pande

Present

VP

Varun Pattani

Present

AK

Ayusha Kumbhat

Present

Similar/Peer Fund Comparison

Fund name
T

TRUSTMF Small Cap Fund(G)-Direct Plan

+0.00%
B

Bank of India Small Cap Fund(G)-Direct Plan

+23.71%
M

Motilal Oswal Small Cap Fund(G)-Direct Plan

+0.00%
U

Union Small Cap Fund(G)-Direct Plan

+19.84%
I

ITI Small Cap Fund(G)-Direct Plan

+26.65%
A

Aditya Birla SL Small Cap Fund(G)-Direct Plan

+17.03%
D

DSP Small Cap Fund(G)-Direct Plan

+19.53%
J

JM Small Cap Fund(G)-Direct Plan

+0.00%

FAQs

Quant Small Cap Fund(G)-direct Plan is a part of Quant Money Managers Limited, it was incepted on 07 Jan 2013. This fund is managed by Sandeep Tandon, Ankit Pande, Varun Pattani and Ayusha Kumbhat. It is a Equity type of fund.

The current NAV of Quant Small Cap Fund(G)-direct Plan is ₹318.57 (as of 24 Aug 2026).

Quant Small Cap Fund(G)-direct Plan has delivered 14.44% in 1 year, 19.02% in 3 years, and 21.36% in 5 years (annualised).

The minimum SIP amount for Quant Small Cap Fund(G)-direct Plan is ₹1000.

The expense ratio of Quant Small Cap Fund(G)-direct Plan is 0.71%.

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