
Quantum Small Cap Fund(G)-Direct Plan
+11.02%
3Y annualised
+11.02%
3Y annualised
-0.22% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹13.81
Min. SIP amount
₹500
Fund size (AUM)
246 Cr
Expense ratio
0.7%
Launched on
03 Nov 2023
Lock-in period
N/A
Benchmark
Nifty Small Cap
Fund Plan
Direct
NAV : 13 Nov 2026
₹13.81
Min. SIP amount
₹500
Fund size (AUM)
246 Cr
Expense ratio
0.7%
Launched on
03 Nov 2023
Lock-in period
N/A
Benchmark
Nifty Small Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
7.09%
Mid Cap
2.59%
Small Cap
81.82%
Others
8.49%
Sector Allocation
Automobile & Ancillaries
11.79%
Bank
11.63%
Healthcare
9.79%
Cash & Cash Equivalents And Net Assets
8.49%
Capital Goods
7.12%
Agri
5.31%
Fmcg
4.18%
Insurance
4.17%
Others
37.53%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of units and 1% for remaining units on or before 365D, Nil after 365D
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
Chirag Mehta
Present
Abhilasha Satale
Present
Similar/Peer Fund Comparison
Bank of India Small Cap Fund(G)-Direct Plan
TRUSTMF Small Cap Fund(G)-Direct Plan
Union Small Cap Fund(G)-Direct Plan
Invesco India Smallcap Fund(G)-Direct Plan
ITI Small Cap Fund(G)-Direct Plan
Motilal Oswal Small Cap Fund(G)-Direct Plan
LIC MF Small Cap Fund(G)-Direct Plan
Mahindra Manulife Small Cap Fund(G)-Direct Plan
FAQs
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