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 Mid Cap Fund - Growth Option - Direct Plan
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 2/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 60/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)11.31%
- Expense ratio (20%)1.18%
- AUM (15%)₹8,107 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Quant Mutual Fund · Equity · Mid Cap
₹249.2
AUM: ₹8,106 Cr
NAV updated 17 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
1.18%
Exit Load
Exit load of 0.50% if redeemed within 3 months.
Fund Manager
Sanjeev Sharma
Inception
Jan 2013
Benchmark
NIFTY Midcap 150 Total Return Index
Sharpe Ratio
0.2
Std Dev (1Y)
13.76%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.11%
3m
+3.01%
6m
+14.73%
1y
+6.99%
3y
+11.31%
5y
+16.19%
10y
+18.19%
since inception
+16.58%
TopFund's Take on quant Mid Cap Fund - Growth Option - Direct Plan
quant Mid Cap Fund - Growth Option - Direct Plan sits in the middle of the pack for Mid Cap funds, 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 60/100.
Cost: At 1.18%, the expense ratio runs 53% above the Mid Cap category average of 0.77%. 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 0.2 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 13.76% is fairly typical for Mid Cap funds.
Who should invest: This fund is best suited to investors with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
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.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about quant Mid Cap Fund - Growth Option - Direct Plan
The current NAV (Net Asset Value) of quant Mid Cap Fund - Growth Option - Direct Plan is ₹249.2. NAV is updated every business day after market close by AMFI.
1Y: 6.99% · 3Y CAGR: 11.31% · 5Y CAGR: 16.19%
The expense ratio of quant Mid Cap Fund - Growth Option - Direct Plan is 1.18% per annum. This is the annual fee charged by the fund to manage your investment.
quant Mid Cap Fund - Growth Option - Direct Plan is managed by Sanjeev Sharma at Quant Mutual Fund.
quant Mid Cap Fund - Growth Option - Direct Plan is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, quant Mid Cap Fund - Growth Option - Direct Plan is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in quant Mid Cap Fund - Growth Option - Direct Plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of quant Mid Cap Fund - Growth Option - Direct Plan is ₹8,107 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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