Quantum Small Cap Fund - Regular (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Quantum Small Cap Fund - Regular (G) (44356) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Quantum Small Cap Fund - Regular (G)
Quantum Asset Management Company Pvt Ltd
The Investment Objective of the Scheme to generate capital appreciation by investing predominantly in Small Cap Stocks. There is no assurance that the investment objective of the scheme will be achieved.
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
High Expenses
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Below Average
Quantum Small Cap Fund - Regular (G) - 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
Equity Exposure
Market exposure level
Alpha Generation
Outperformance vs benchmark
Long-term Track Record
Historical performance consistency
1-Year Returns
Recent performance momentum
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 6.06% over the 3Y period.
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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 | 12.53% |
| CSB Bank Ltd | Banks | 3.05% |
| Mold-Tek Packaging Ltd | Packaging | 2.89% |
| Genus Power Infrastructures Ltd | Consumer Durables | 2.83% |
| S H Kelkar & Company Ltd | Chemicals | 2.82% |
| Lumax Industries Ltd | Auto Ancillaries | 2.74% |
| Supriya Lifescience Ltd | Pharmaceuticals | 2.72% |
| Nuvoco Vistas Corporation Ltd | Cement | 2.47% |
| Karur Vysya Bank Ltd | Banks | 2.45% |
| Crompton Greaves Consumer Electricals Ltd | Consumer Durables | 2.39% |
Sector Breakdown
Compare against Small Cap Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Small Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Small Cap Fund category
Quantum Small Cap Fund - Regular (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Kotak Small Cap Fund - Direct (G) | ₹305.75 | 1.11% | 20.35% | -5.69% |
| Sundaram Small Cap Fund - Direct (G) | ₹291.56 | 1.70% | 24.41% | -2.76% |
| Quant Small Cap Fund - Direct (G) | ₹282.01 | 1.06% | 18.46% | -9.78% |
| Sundaram Small Cap Fund (G) | ₹262.68 | 1.42% | 23.74% | -3.80% |
| Kotak Small Cap Fund (G) | ₹259.86 | 0.82% | 19.68% | -6.75% |
| Quant Small Cap Fund - (G) | ₹259.02 | 0.83% | 17.91% | -10.62% |
| Quant Small Cap Fund - Direct (IDCW) | ₹220.44 | 1.06% | 18.45% | -9.78% |
| DSP Small Cap Fund - Direct (G) | ₹211.66 | 1.53% | 26.23% | -1.41% |
| Quant Small Cap Fund - (IDCW) | ₹205.98 | 0.83% | 17.91% | -10.62% |
| SBI Small Cap Fund - Direct (G) | ₹196.95 | 2.21% | 18.67% | -5.52% |
Category Average Returns
Chirag Mehta
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.