Is Quant Small Cap Fund Good in 2025? Expert's Review
The headlines read, Quant Small Cap Fund surged a rolling returns of 50%, is it even true? Yes, you read it correctly. The Quant Small Cap Fund has given more than 50% of rolling returns in the 5-year investment plan. The fund also delivered 38.11% returns in the 3-year investment plan.
Not only this, the scheme has also maintained a consistency of almost 100%. Now, this is an overstatement. Or is it?
To find out, stick with this blog, and you will learn some exciting facts about the Quant Small Cap Fund.
Quant Small Cap Fund: Story So Far
The Quant Small Cap Fund has performed exceptionally well as a relatively young mutual fund scheme. It has surpassed its key competitors with significant margins in returns. Let's learn the fund's story:
Launch
In 2018, Quant Mutual Fund acquired another AMC named Escorts Mutual Fund. Initially, they had assets worth Rs.200 Crores. But then, the fund managers of Quant Mutual Fund made some drastic changes in investment strategies. This helped the scheme grow at a very fast pace. So much so that it quickly outperformed other schemes in the market.
Now you must be thinking how good the Quant Small Cap Fund portfolio must be to give such unimaginable results. Let’s have a look.
Portfolio Collection
Portfolio collection of a mutual fund scheme is a very important factor. It determines its overall growth. The more diverse the portfolio is, the higher the chances of growth are. Let's look at the Quant Small Cap Fund portfolio collection of the star performer:
As you can see, the largest chunk of Mutual Funds is invested in the energy and utility sector. This cannot be a bluff. The current market condition strongly suggests that the same sector will grow more soon. The scheme has also invested in consumer discretionary (16.14%), financials (15.78%) and healthcare sectors (13.56%). These three sectors collectively hold more than 45% of the funds.
Some other sectors are technology (4.22%), consumer staples (5.06%) and real estate (1.72%). One common factor among these sectors is that all of them hold great potential for the future. They are growing at a rapid pace, creating the best Quant Mutual Funds.
Current Market Position
Currently, Quant Mutual Fund manages AUM worth Rs.22,832 crores. With a current NAV of Rs.253.41, the fund has been giving average returns of 17.84% since its launch. These data may seem unbelievable for a young mutual fund scheme, but believe it or not, it is true.
The minimum SIP for the Quant Small Cap Fund is Rs.1,000, whereas a Lump sum investment is Rs.5,000. Such unparalleled performances come at a cost of very high risk.
According to the latest data, equity under the fund is 93.40%, and only 0.61% of the total fund is debt. The percentage of cash and cash equivalents for the fund is 5.99%. This shows that the small cap mutual funds is in the right hands, as managing such a high equity ratio is very challenging.
You must have detailed information about the fund before you make any decision. Well, that's why you are here.
So let's know more about the scheme and unveil the interesting facts about Quant Small Cap Fund's regular growth.
Quant Small Cap Fund: Exceptional Returns in all Investment Plans
The Quant Small Cap Fund has given 50.61% rolling returns with 100% consistency. Shocking, isn’t it? Let’s see how good the scheme has performed:
Rolling Returns and Consistency
Rolling returns are returns calculated on an annual basis for any specific period. When it comes to assessing the Quant Small Cap Fund scheme’s performance, you should look at this value.
You already know how much rolling returns the scheme has given in the 5-year plan. Now, carefully observe the graph below.
Did you notice something? Yes, the same Quant Small Cap Fund Portfolio has delivered a whopping 38.11% returns in the 3-year plan as well, that too with almost 99.72% consistency.
The Quant Small Cap Fund has left the benchmark, NIFTY Small Cap 250 TRI, way behind. There is no comparison at all.
Have you ever seen such a good performance in any other mutual fund scheme?
Of course not, so don’t waste your time and start investing in the Quant Small Cap Fund before it’s too late.
Although it is hard to believe, some investors still hesitate to start investing. To address their concerns, let’s examine the returns generated by the Rs. 3,000 SIP.
SIP Returns
If you start an SIP of Rs.3,000 in the scheme then in three years your investment amount will be Rs.1,08,000. Now, try to calculate the returns with the SIP Calculator.
You will find that by 3 years from now, you will have Rs.140,844. You can earn more than Rs.30,000 in returns.
If you are a patient investor and decide to invest for 5 years then on the investment amount of Rs.1,80,000, you would earn returns of Rs.1,83,551. This is more than 2 times the investment value. The total value of your investment will be Rs.3,63,551. Now, let’s compare these returns with the category average.
What do you see? Nothing but a big difference in earnings between the Quant Small Cap Fund and the category average.
The sooner you start investing in Quant Small Cap Fund regular, the sooner you will earn this much returns. Move quickly, as the market will not remain the same.
Stocks Quality
If you see the graph, it is very clear that the Quant Small Cap Fund portfolio has outperformed the category average with great margins. For instance, the P/E ratio of the fund is 17.59, whereas the P/E of the category average stands at 9.06 only. Similarly, the earnings growth ratio of the scheme is 23.53 and the category average is 19.65.
It can be said that the stock quality of the Quant Small Cap Fund is also surprisingly good. This data and performance analysis should be enough to convince any investor.
You will not know the true benefits of the scheme until you invest in the Quant Small Cap Fund portfolio and earn the profits for yourself. So, start investing in the scheme from as low as Rs.1,000 and be the lucky one to earn lakhs.
So far, we have discussed the overall performance of the Quant Small Cap Fund. Now it is time to explore the key factors responsible for such exceptional performance.
Smart Investments, Bigger Returns
How Did Quant Small Cap Fund Perform So Well in the Market?
Besides a highly diverse portfolio of stocks, various other factors are equally responsible for the scheme’s unmatchable performance. Let’s learn about them one by one:
- Dynamic Money Management: The portfolio of the Quant Small Cap Fund is actively updated based on in-depth market research. This way, Quant Mutual Fund ensures that only stocks with the highest potential remain on the list. It is responsible for the Quant small cap fund regular growth.
- VLRT Model: VLRT stands for Valuation, Liquidity, Risk and Timing. This strategy of stock identification, along with risk analysis, has proven to be very beneficial for the scheme. As you can see from the performance.
- Predictive Analysis: With the help of extensive market research, Quant Mutual Fund can identify the best investment opportunities. Prediction also helps to navigate through market fluctuations and ensure the mutual fundscheme’s regular growth.
- Expert Brains: Sandeep Tondon is the founder and the chief investment officer of Quant Group. He has been working in the field of the capital market for over 25 years. With his expert team of fund managers, Mr. Tondon has been ensuring that the investors of the Quant Small Cap Fund only get the best out of their investment.
- Risk Mitigation: When there is a promise of Quant Small Cap Fund regular growth, there is always risk hiding in the background. However experienced fund managers with up-to-date market data can avert the risks effectively. This is what is happening in the case of the Quant Small Cap Fund.
Risks of Investing in Quant Small Cap Fund
As you know, nothing comes free. Everything costs a price. In the case of mutual funds, the price is high risk. You must be thinking of investing in the scheme by now. Do not ignore the following risks:
- Market Volatility: One thing is common for all the mutual fund schemes that is, market fluctuation. The Small Cap Mutual Funds are not an exception. So be cautious of where you are investing and have some patience. You must sail through several ups and downs until you earn some profit.
- One-Man Strategy: If Mr. Tondon follows his gut and ignores everyone else on his team, then the best Quant Mutual funds will collapse in no time. There is no “I” in a team. However, seeing the performance so far, this is not the case. Be aware of those schemes that are led by egoistic persons.
- Concentrated Risk: Although the current portfolio consists of several promising stocks but still if the scheme, in the future, focuses on a few stocks or only one segment, then the risk gets high with it. Always keep an eye on the portfolio, even if it comes among the best small cap mutual funds in 2025.
- Regulatory Nuances: Quant Mutual Fund has already faced some issues related to regulatory compliance. This has also attracted investigative authorities. Due to this, many investors lost their trust in the fund. You will have to be very careful with it. Always make sure that the small cap mutual fundsyou are investing in are in the hands of ethical people.
Conclusion
In short, no matter how good one preaches about something, always ask about the facts. And facts say that the Quant Small Cap Fund is one of the Best Mutual Fund schemes in 2025.
So, what are you waiting for? The clock is ticking; before the market falls, invest in the Quant Small Cap Fund portfolio. Just know that nothing comes for free and make careful investment decisions.
