Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
quant Large & Mid Cap Fund - Growth Option
★★★★★ monitor_heart Health Score: 65/100 · GoodQuant Mutual Fund · Equity · Large & MidCap
₹122.95
AUM: ₹3,449 Cr
NAV updated 11 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.26%
Exit Load
Exit load of 1%, if redeemed within 15 days.
Fund Manager
Sanjeev Sharma
Inception
Jan 2013
Benchmark
NIFTY Large Midcap 250 Total Return Index
Sharpe Ratio
0.29
Std Dev (1Y)
15.6%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+3.82%
3m
+16.54%
6m
+15.56%
1y
+8.71%
3y
+18.31%
5y
+17.79%
10y
+16.61%
since inception
+13.66%
rate_review TopFund's Take on quant Large & Mid Cap Fund - Growth Option
quant Large & Mid Cap Fund - Growth Option holds up reasonably well within the Large & MidCap category, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 65/100.
Cost: At 1.26%, the expense ratio runs 33% above the Large & MidCap category average of 0.95%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.29 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 15.6% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Equity fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
Similar Funds
ICICI Prudential Large & Mid Cap Fund - Growth
ICICI Prudential Mutual Fund
Mirae Asset BSE 200 Equal Weight ETF Fund of Fund - Direct Plan - Growth
Mirae Asset Mutual Fund
Motilal Oswal Large and Midcap Fund - Direct Plan Growth
Motilal Oswal Mutual Fund
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Direct Growth
Mirae Asset Mutual Fund
Bandhan Large & Mid Cap Fund - Direct Plan - Growth
IDFC Mutual Fund
Nippon India Large Cap Fund - Direct Plan Growth Plan - Bonus Option
Nippon India Mutual Fund
tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about quant Large & Mid Cap Fund - Growth Option
The current NAV (Net Asset Value) of quant Large & Mid Cap Fund - Growth Option is ₹122.95. NAV is updated every business day after market close by AMFI.
1Y: 8.71% · 3Y CAGR: 18.31% · 5Y CAGR: 17.79%
The expense ratio is 1.26% per annum — the annual fee deducted from your investment to cover fund management costs.
quant Large & Mid Cap Fund - Growth Option is managed by Sanjeev Sharma at Quant Mutual Fund.
quant Large & Mid Cap Fund - Growth Option is a High risk fund. Suitable for investors with a 3+ year horizon.
Yes, quant Large & Mid Cap Fund - Growth Option is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
The Assets Under Management (AUM) of quant Large & Mid Cap Fund - Growth Option is ₹3,450 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.