
Quantum Small Cap Fund(G)-Direct Plan
+7.56%
1Y annualised
+7.56%
1Y annualised
+0.57% 1D
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Buy, Hold or Sell?
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NAV : 17 Sep 2026
₹14.02
Min. SIP amount
₹500
Fund size (AUM)
265 Cr
Expense ratio
0.7%
Launched on
03 Nov 2023
Lock-in period
N/A
Benchmark
Nifty Small Cap
Fund Plan
Direct
NAV : 17 Sep 2026
₹14.02
Min. SIP amount
₹500
Fund size (AUM)
265 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
5.73%
Mid Cap
3.92%
Small Cap
82.49%
Others
7.86%
Sector Allocation
Bank
13.32%
Automobile & Ancillaries
13.28%
Healthcare
9.13%
Cash & Cash Equivalents And Net Assets
7.72%
Capital Goods
7.19%
Fmcg
6.79%
It
4.85%
Finance
4.16%
Others
33.57%
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
TRUSTMF Small Cap Fund(G)-Direct Plan
Bank of India Small Cap Fund(G)-Direct Plan
Motilal Oswal Small Cap Fund(G)-Direct Plan
Union Small Cap Fund(G)-Direct Plan
ITI Small Cap Fund(G)-Direct Plan
Aditya Birla SL Small Cap Fund(G)-Direct Plan
DSP Small Cap Fund(G)-Direct Plan
Mahindra Manulife Small Cap Fund(G)-Direct Plan
FAQs
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