Latest news with #QuantSmallCapFund
Mint
5 days ago
- Business
- Mint
Quant Small Cap Fund: 5 key things you should know before investing
As small cap mutual funds continue to attract interest amid rapidly evolving global outlook and a growing risk appetite among retail investors in the country, the Quant Small Cap Fund clearly stands out for its aggressive investment strategy and lucrative long term returns. Quant's philosophy revolves around capitalising on market cycles through a well-defined predictive and behavioural framework. In the words of its founder, Sandeep Tandon, 'I have always believed that the flip side of any crisis is opportunity, as bubbles and busts are natural occurrences. To grow wealth, it is imperative to participate in the periodic bubbles but only equipped with a predictive framework and behavioral strength that allows the right exit.' This ideology is reflected in the fund's approach, which combines aggressive positioning with disciplined risk management to tap into evolving opportunities. Still, is this the right fund for you? To take a call on this you need first take a look at five crucial factors associated with the fund. The Quant Small Cap Fund is an open ended equity mutual fund scheme, it primarily invests in small cap businesses. According to the fund house the scheme focuses on delivering long term capital growth and wealth appreciation by investing a minimum of 65% in small cap businesses. The fund is classified as 'Very High Risk' under SEBI's riskometer. According to the official website the Net Asset Value (NAV) of the Direct Plan Growth option stood at ₹ 253.36 as of June 15, 2025. Aspirational investors can start investing with a minimum lump sum of ₹ 5,000 or through SIP starting from ₹ 1,000. This scheme has an exit load of 1% if redeemed within the first year. Furthermore, there is no loan if it is held beyond that. The asset allocation strategy permits investing between 65-100% in small cap businesses whereas the rest can even be invested in mid/ large cap stocks, debt, money market instruments and REITs/InvITs. The fund is taken care of by a well qualified team of Sandeep Tandon, Ankit Pande, Ayush Kumbhat, Yug Tibrewal, Sameer Kate and Sanjeev Sharma. It is benchmarked in line with the NIFTY Smallcap 250 Total Return Index (TRI), providing investors a relevant performance comparison within the small cap segment. Period Fund return (Direct plan, CAGR) NIFTY Smallcap 250 TRI Last 1 year 0.74% 6.02% Last 3 years 21.86% 17.81% Last 5 years 51.83% 37.42% Since inception (29th October 1996) 17.63% 16.03% Note: The returns discussed above are illustrative in nature. For the accurate and updated fund return details refer to the official website of the fund house. Hence, the Quant Small Cap Fund has consistently outperformed its benchmark over the medium to long term specially over a period of five years. The long term CAGR suggests resilience and efficient fund management. Therefore, aspirational investors seeking aggressive growth and wealth creation and are willing to weather market ups and downs may find this particular mutual fund investment scheme suitable provided they have a minimum of 5 to 7 years of investment vision. Disclaimer: This article is for informational purposes only and not investment advice. Mutual fund investments are subject to market risks. Please consult a financial advisor before investing.
Time of India
29-05-2025
- Business
- Time of India
Fund Consistency: 29 equity mutual funds offer more than 25% CAGR over 3 and 5 years
Live Events Around 29 equity mutual funds have delivered over 25% CAGR in both the last three and five years, according to an analysis by ETMutualFunds. A total of 199 funds in the market have completed five years of funds from Bandhan Mutual Fund — Bandhan Core Equity Fund and Bandhan Small Cap Fund — delivered over 25% CAGR during both periods. Edelweiss Mid Cap Fund , the only offering from its fund house, posted a CAGR of 28.57% and 34.13% over the last three and five years, and small-cap funds from Franklin Templeton Mutual Fund — Franklin India Prima Fund and Franklin India Smaller Companies Fund — delivered over 25% CAGR in both the three- and five-year funds from HDFC Mutual Fund — HDFC Flexi Cap Fund, HDFC Focused 30 Fund, HDFC Mid-Cap Opportunities Fund , and HDFC Small Cap Fund — also featured in the list of funds that delivered over 25% CAGR during both time funds from Invesco Mutual Fund delivered over 25% CAGR in both the last three and five years. Mahindra Manulife Mid Cap Fund returned 26.68% and 31.07% CAGR over the same schemes from Motilal Oswal Mutual Fund — Motilal Oswal ELSS Tax Saver Fund, Motilal Oswal Large & Midcap Fund, and Motilal Oswal Midcap Fund — also delivered over 25% CAGR during the mentioned time funds from Nippon India Mutual Fund qualified, including the Nippon India Small Cap Fund, which is the largest small-cap fund by assets under management. Quant Small Cap Fund , the only fund from Quant Mutual Fund, delivered 27.95% and 48.17% CAGR over the last three and five years, Long Term Equity Fund, the oldest ELSS fund, posted 27.84% and 29.89% CAGR over the respective time Mid Cap Fund, the sole offering from its fund house, returned 27.83% and 30.93% CAGR in the last three and five years, the 29 qualifying funds, Motilal Oswal Midcap Fund posted the highest return of 32.65% over the last three years, while Bank of India Small Cap Fund recorded the lowest at around 25.31% during the same the last five years, the Quant Small Cap Fund delivered the highest return of 48.17%, while the Invesco India Large & Mid Cap Fund posted the lowest return of 26.56% during the same analysis considered all equity mutual funds, specifically the regular and growth options. CAGR was calculated for both the last three- and five-year This exercise is not an investment recommendation. It was conducted to identify equity mutual funds that delivered over 25% CAGR in both the last three and five years. Investors should not base investment or redemption decisions solely on past should always consider their risk appetite, investment horizon, and financial goals before making any investment decisions.
Mint
05-05-2025
- Business
- Mint
After large-cap switch last year, Quant MF's Sandeep Tandon starts to add small-caps
MUMBAI : Sandeep Tandon, 55, founder and chief investment officer of Quant Mutual Fund, has started seeing opportunities in small caps even as he stays cautious about mid-caps, about 10 months after his asset management company moved towards large-caps amid 'risk-off' conditions. 'We are seeing a minor risk-on environment now," said Tandon, whose firm manages close to ₹ 90,000 crore in investor assets. Quant Small Cap Fund is the largest scheme for the fund house with assets of around ₹ 26,000 crore. His own equity portfolio has 60% exposure to large-caps, 15% to mid-caps and 25% to small-caps, Tandon said in an interaction with Mint on 'Guru Portfolio', a series whereleaders from the financial services industry share how they manage their money. Tandon, who is bullish on small-caps for the long term, has allocated more towards large-caps over the past year. He moved out of mid- and small-caps around July last year as Quant's data-driven investment model signalled a risk-off period. His allocation last year was as follows: 27% to small-caps, 23% to mid-caps and 50% to large-caps. However, over the past three months, Tandon has been seeing 'a minor risk-on environment" and more opportunities in the small-cap segment as stock prices have corrected sharply, but he still remains more cautious on mid-caps. All of Tandon's personal investments are managed through Quant Mutual Fund's schemes, and portfolio changes influence his own allocation. About 75% of his portfolio is allocated to equities, 15% is in real estate and the remaining 10% is in liquid funds for any contingencies. He doesn't see real estate holdings as an investment as these properties are family-owned for residential and office use. While Tandon's equity allocation was 60% last year, but his incremental stock investments went up from 50% to 75% over the past five years amid the stock market rally. While his portfolio has delivered negative returns of 2-3% over the past year, the five-year average annualized returns stand at 35%. Unlike the traditional buy-and-hold style, Tandon says his funds follow 'short-, medium-, long- and even investments with decadal view". He cites the example of Japan. After 1989, the Japanese markets didn't touch new highs till 2024. 'So, for the better part of three decades, if the investor had just stayed long-term, he or she would have got index-like returns," Tandon said. 'Investors always chase alpha (outperformance vs alpha) regardless of the market cycle, which is possible if certain investments are looking to capture short-term opportunities." Quant's data analytics model has been built over the years and follows the valuation, liquidity, risk appetite and timing analytics or the VLRT framework. For example, when both risk appetite and liquidity are at elevated levels in the markets, the investments can be more aggressive. Tandon's interest in quantifying market dynamics stems from his early experience in the badla market, which for several years was India's indigenous derivatives market before the futures & options (F&O) segment was introduced in early 2000s. 'It was possible to reverse calculate the badla rate to decode the mood of the market. That's the reason I always talk about market-implied analytics," Tandon said. 'The genesis of market-implied analytics actually comes from the badla market." Tandon prefers equities over real estate. 'There used to be that mindset that, as soon as you get your first savings, you should start building a house. In those early days, I took a loan to purchase my first house. Then, as a family, we bought a couple of more houses," he said. 'However, if I had used those funds to invest in equities, the wealth creation would have been much larger." Tandon doesn't keep a contingency fund separately as he maintains 10% of his allocation in liquid funds. He doesn't believe that one needs to be 100% invested in markets all the time. 'In any case, I have a very large holding in equities. The liquid fund allocation gives me a psychological comfort," Tandon said. On life insurance and health cover, he says he has been adequately covered by his company. Tandon doesn't plan to retire anytime soon. 'I don't like to think of retirement as it has negative connotations for me," he said. 'I believe in working till the last day of life. When you think like that, your involvement will be on the higher side, your reflexes will be on the higher side. The mental agility remains intact." He has not planned any separate retirement corpus. All his investments can be easily liquidated as and when he requires them. Markets are about cycles, according to Tandon. 'Nobody can identify the exact trough or crest of the market. Something has changed for India. Our perception analytics says that India's perception has changed, which means any valuation multiple can remain elevated for a longer period of time," he said. 'Recently, too, we saw this play out. Since 2022-2023, people have been saying markets are expensive, but markets have still rallied from those levels till as late as September 2024." 'We have to live with the reality that India is buy-on-dip. Structurally, something has changed. So, India's long-term growth story remains intact, despite the tariff noise that is playing out. In absolute and relative terms, India can be a big beneficiary. India is the only country in Asia that can come close to offering the scale of China, if the US wants to reduce its reliance on China," he said. His passion for analytics drives him, keeping his energy levels high, said Tandon. 'If you like something, you always find the energy to pursue it." Apart from that, he likes to read. He also listens to podcasts if he finds time or whenever he takes his walks. 'I also like to listen to music to unwind."
