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QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION
★★★★★ monitor_heart Health Score: 63/100 · AverageQuantum Mutual Fund · Equity · Small Cap
₹13.82
AUM: ₹242 Cr
NAV updated 14 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.83%
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 180 days.
Fund Manager
Chirag Mehta
Inception
Nov 2023
Benchmark
BSE 250 SmallCap Total Return Index
Sharpe Ratio
0.16
Std Dev (1Y)
15.93%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+5.39%
3m
+13.1%
6m
+9.07%
1y
+7.24%
3y
—
5y
—
10y
—
since inception
+13.57%
rate_review TopFund's Take on QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION
QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION sits in the middle of the pack for Small Cap funds, currently carrying a 3-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 63/100.
Cost: At 0.83%, the expense ratio is roughly in line with the Small Cap category average of 0.81% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.16 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 15.93% is fairly typical for actively managed equity funds.
Who should invest: This fund is best suited to investors with a 7-10 year horizon who can stomach 30-40% drawdowns in a bad year in exchange for higher long-term growth potential. 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.
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info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION
The current NAV (Net Asset Value) of QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION is ₹13.82. NAV is updated every business day after market close by AMFI.
1Y: 7.24%
The expense ratio is 0.83% per annum — the annual fee deducted from your investment to cover fund management costs.
QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION is managed by Chirag Mehta at Quantum Mutual Fund.
QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION is a Very High risk fund. Suitable for aggressive investors with a 5+ year horizon.
Yes, QUANTUM SMALL CAP FUND - DIRECT PLAN 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 QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION is ₹243 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.