March 19, 2026
RA Jainee
Quant Large and Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 114.7 |
| NAV Bonus (Rs.) | 104.33 |
| NAV IDCW (Rs.) | 53.41 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Large Midcap 250 TRI |
| AUM Rs. | 3,070 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.78% |
| 1 Year Return (%) | 2.44 |
| 3 Year Return (%) | 16.35 |
| 5 Year Return (%) | 17.02 |
| 10 Year Return (%) | 16.51 |
| Return Since Launch | 16.95% |
⚖️ Sahifund Review – Quant Large and Mid Cap Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Large & MidCap funds are suitable for investors:
1. Seeking exposure in large and mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to provide capital appreciation by investing in a portfolio of Large and Midcap companies.
Fund Manager:
1) Ayusha Kumbhat
Education: CFA Level III, BSc (Hons) in Economics, MSc in Behavioural & Experimental Economics
Experience: She is working with Quant Mutual fund as Research Analyst for the past 15 months, specializing in investment research.
2) Sameer Kate
Education: Bachelor of Computer Science, MBA from IME Pune.
Experience: Prior to joining Quant Mutual Fund, he was working with Investec Capital and Kotak Securities,
3) Sandeep Tandon
Education: Mr. Tandon has done MBA (Finance)
Experience: Prior to joining Quant Mutual Fund, he has worked with ICICI Securities as Vice President, The Economic Times and IDBI AMC.
4) Varun Pattani
Education: Mr. Pattani is an ACA
Experience: Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.
5) Yug Tibrewal
Education: B.M.S, CFA L1
Experience: Yug is an investment professional with over 2 years of experience in dealing related activities
6) Ankit A Pande
Education: Mr. Pande has done CFA and MBA
Experience: Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.
7) Sanjeev Sharma
Education: Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
Experience: He has total work experience of 17 years including 13 years of experience in the financial market. He specializes in identifying crucial inflexion points in securities.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 15 days |
Basic Details of Quant Large and Mid Cap Fund
| Fund House | Quant Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 16.95% |
| Benchmark | NIFTY Large Midcap 250 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs.) | 3,070 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.78% |
| (As on 28-Feb-2026) | |
| Risk Grade | High |
| Return Grade | Average |
| Turnover | — |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quant Large & Mid Cap Dir | -8.97 | 1.27 | -4.24 | -8.41 | -8.37 | 2.44 | 16.35 | 17.02 | 17.60 | 16.51 |
| BSE Large Mid Cap TRI | -8.96 | 0.81 | -8.08 | -7.62 | -6.72 | 7.38 | 14.90 | 13.13 | 13.19 | 14.19 |
| Equity: Large & MidCap | -8.07 | 0.89 | -7.61 | -6.84 | -7.25 | 8.68 | 17.81 | 15.73 | 15.91 | 15.85 |
| Rank within category | 50 | 5 | 1 | 56 | 51 | 55 | 27 | 8 | 4 | — |
| Number of funds in category | 64 | 64 | 64 | 64 | 64 | 56 | 36 | 27 | 21 | 18 |
Peer Comparison of Quant Large and Mid Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Quant Large & Mid Cap Dir | 2 star | 2.44 | 16.35 | 17.02 | 0.78 | 3,070 | 16.95 | 1.00 (15) | 13Y 2M | 355.00 |
| SBI Large & Midcap Dir | 4 star | 12.02 | 17.92 | 17.11 | 0.72 | 38,766 | 16.40 | 0.10 (30) | 13Y 2M | 26.00 |
| HDFC Large and Mid Cap Dir | 4 star | 8.67 | 19.09 | 17.59 | 0.86 | 28,580 | 12.94 | 1.00 (365) | 13Y 2M | 3.36 |
| ICICI Pru Large & Mid Cap Dir | 5 star | 9.56 | 20.47 | 19.50 | 0.77 | 28,506 | 15.85 | 1.00 (30) | 13Y 2M | 59.00 |
| Motilal Oswal Large and Midcap Dir | 4 star | 15.38 | 24.48 | 20.39 | 0.75 | 15,017 | 21.06 | 1.00 (365) | 6Y 5M | 46.00 |
Portfolio Analysis of Quant Large and Mid Cap Fund
| No. of Stocks | 30 |
| Top 10 Stocks | 55.31% |
| Top 5 Stocks | 37.65% |
| Top 3 Sectors | 45.13% |
| Portfolio P/B Ratio | 3.66 |
| Portfolio P/E Ratio | 26.35 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,76,226 | 1,79,011 |
| Giant (%) | — | — |
| Large (%) | 57.21 | 60.93 |
| Mid (%) | 40.28 | 33.40 |
| Small (%) | 2.51 | 8.88 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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