SIP performance: Quant smallcap fund
Have a look at SIP performance of Quant Small-cap Fund for last 3-years
Quant Smallcap Fund is an open-ended smallcap mutual fund scheme. It is one of the funds which has delivered higher returns within the category in the last one year and three years.
The total Asset Under Management of the scheme is Rs 1,517 crore as of January 31, 2022, besides, the expense ratio is 0.56 per cent as of December 31, 2021. If you had invested Rs 2,000 every month i.e., Rs 72,000 per annum from February 01, 2019, till January 30, 2022, then the worth of your investment would have been Rs 1,80,136 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 54.02 per cent return.
Below are the top 5 holdings of the Quant Smallcap Fund:
|
Company Name
|
%Assets
|
|
ITC
|
6.69
|
|
Arvind
|
5.33
|
|
Indiabulls Real Estate
|
4.91
|
|
IRB Infrastructure Dev
|
4.69
|
|
HFCL
|
3.83
|
Top 3 sectors in which fund is investing:
|
Sectors
|
Allocation%
|
|
Construction
|
22.00
|
|
FMCG
|
14.45
|
|
Healthcare
|
11.53
|