SIP performance of Quant Large and Midcap Fund
Have a look at SIP performance of Quant Large and Midcap Fund for last 3-years
SIP performance of Quant Large and Midcap Fund
Quant Large and Midcap Fund is an open-ended large and midcap mutual fund scheme. It is one of the funds which has delivered higher returns within the category in last one year and three years.
The total Asset Under Management of the scheme is Rs 50 crore as of January 31, 2022, besides, the expense ratio is 0.56 per cent. If you had invested Rs 2,000 every month i.e., Rs 72,000 per annum from February 01, 2019, till the present date i.e., February 10, 2022, then the worth of your investment would have been Rs 1,22,246 as against the invested amount of Rs 72,000.
Following graph depicts the growth of the above investment:
Now the question arises, what rate of return does the above investment deliver? Let’s look at the same:
As we can see, if you had invested Rs 2,000 every month for three years, you would have received a 32.31 per cent return.
Below are the top 5 holdings of the Quant Large & Midcap Fund:
|
Company name
|
%Assets
|
|
Adani Enterprises
|
8.21
|
|
IRB Infrastructure Dev
|
8.14
|
|
Vedanta
|
6.34
|
|
Adani Ports and Special Economic Zone
|
6.09
|
|
The Indian Hotels Company
|
5.60
|
Top 3 Sectors in which fund is investing:
|
Sectors
|
Allocation %
|
|
Services
|
30.54
|
|
Construction
|
17.95
|
|
Metals
|
11.27
|