Quant Large and Mid Cap Fund

March 19, 2026 RA Jainee Leave a reply

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Quant Large and Mid Cap Fund

⚖️ Sahifund Review – Quant Large and Mid Cap Fund ✔ 

⚖️ Sahifund Review – Quant Large and Mid Cap Fund ✔

PLUS: Stability, track record, cost efficiency
This fund has demonstrated strong long-term return consistency with ~16–17% CAGR across 5–10 years, indicating solid wealth creation ability. It has outperformed its benchmark over longer horizons, reflecting effective strategy execution. The diversified allocation across large and mid caps provides balanced growth with risk control. Despite active strategy, the expense ratio remains reasonable, supporting compounding. The fund is well-suited for SIP investors aiming to capture market cycles. Backed by Quant Mutual Fund’s dynamic investment approach, it benefits from tactical allocation shifts. Portfolio concentration (top 10 ~55%) ensures focused yet diversified exposure.

MINUS: Large AUM, large-cap bias, momentum lag
The fund has shown weak recent performance, with 1-year return (2.44%) significantly trailing both benchmark and peers. Momentum has been inconsistent, which may concern short-term investors. Compared to peers, category ranking remains average, indicating underperformance phases. The fund carries high portfolio turnover (~355%), which may increase volatility and execution risk. While diversified, there is a tilt towards large caps, potentially limiting upside during midcap rallies. Additionally, peer funds have delivered stronger risk-adjusted returns, highlighting competitive pressure.

Sahifund View (Decisive Line):
A long-term performer with tactical edge, but current momentum lag makes it suitable only for disciplined SIP investors, not lump sum entry.

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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.