Quant Mid Cap Fund (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Quant Mid Cap Fund (IDCW) (748) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Quant Mid Cap Fund (IDCW)
Quant Money Managers Limited
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
Moderate Expenses
Portfolio Mix
Equity Focused
Management
Experienced Team
Quality Score
Below Average
Quant Mid Cap Fund (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Management Stability
Fund manager experience
Equity Exposure
Market exposure level
Long-term Track Record
Historical performance consistency
Alpha Generation
Outperformance vs benchmark
Fund Size
Assets under management
Risk Assessment
Risk-adjusted returns
1-Year Returns
Recent performance momentum
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 5.51% over the 3Y period.
See how your money can grow and compare with popular investment options
Your Investment
Compare With Popular Options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 11.64% |
| Tata Communications Ltd | Telecom-Service | 7.79% |
| Aurobindo Pharma Ltd | Pharmaceuticals | 7.75% |
| Marico Ltd | FMCG | 6.67% |
| IRB Infrastructure Developers Ltd | Infrastructure Developers & Operators | 6.56% |
| Reliance Industries Ltd | Refineries | 6.54% |
| Premier Energies Ltd | Trading | 6.52% |
| Lloyds Metals & Energy Ltd | Mining & Mineral products | 6.29% |
| GMR Airports Ltd | Miscellaneous | 4.66% |
| MIDCPNIFTY | Derivatives - Index | 4.33% |
Sector Breakdown
Compare against Mid Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
Quant Mid Cap Fund (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4654.39 | 20.90% | 0.93% | 25.28% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4240.19 | 20.39% | 0.10% | 24.28% |
| Franklin India Mid Cap Fund - Direct (G) | ₹3112.86 | 17.68% | -1.31% | 22.83% |
| Franklin India Mid Cap Fund (G) | ₹2763.59 | 17.21% | -2.09% | 21.82% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1546.91 | 21.61% | 0.46% | 23.65% |
| Sundaram Mid Cap Fund - (G) | ₹1413.87 | 21.10% | -0.38% | 22.61% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1367.68 | 20.04% | -0.02% | 24.50% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹886.23 | 19.00% | -2.00% | 19.33% |
| Aditya Birla SL Midcap Fund - (G) | ₹793.93 | 18.50% | -2.80% | 18.32% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹773.26 | 20.91% | 0.93% | 25.28% |
Category Average Returns
Sandeep Tandon
A seasoned investment professional with over 25 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.