The Quant Small Cap Fund has been among the top performers in the small cap fund category, outperforming other small cap funds by a distance. The fund has also received good ratings. Details here:
Quant Small Cap Fund Performance
If you had invested Rs 10,000 per month in the Quant Small Cap Fund for the last three years, the value today would be Rs 7.17 lakhs. In short, your SIP payment would be Rs 3.6 lakhs, while your portfolio value would be Rs 7.17 lakhs, virtually doubling your money. So, over the last three years, investors would have amassed significant money. Yet, it is vital to realise that in the context of the capital markets, past performance is no guarantee of future performance.
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Fund’s returns and portfolio
Quant Small Cap Fund had a 3-year trailing return of 52.46%, compared to the category average of approximately 28%. The fund’s portfolio has been strong, with firms such as ITC, RBL Bank, Punjab National Bank, and Jindal Stainless. Some of these firms, such as ITC and RBL Bank, have had exceptional price increases in recent quarters, which could have accelerated net asset values and thus portfolio gains.
Why should you invest into Quant Small Cap Fund?
The fund has been a stunning out performance in the last few years. The issue with suggesting mutual funds is that churn can occur, and funds that have underperformed may rise to the top. Having said that, given the nature of the mutual fund industry and stock volatility, we refrain from offering any investment recommendations. Apart from ITC, other of the top stocks in Quant Small Cap Fund’s portfolio can provide erratic results. Other from that, the fund has virtually minimal debt exposure. In addition, markets are currently reasonably priced, and interest rates are only rising.
Ratings
Quant Small Cap Fund has been rated No 1 by Crisil and also has a 5-star rating from Value Research. One thing to keep in mind is that the fund is nearly entirely invested (98.42%), with very little cash and cash equivalents. This suggests that if the markets tumble from here, there will be little room for investment.
Disclaimer: Mutual fund investments are subject to market risk. The above-mentioned information is purely informational and doesn’t guarantee any return.
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