August 4, 2025
RA Jainee
Quant Mid Cap Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 235.5340
NAV IDCW Monthly: Rs 82.7307
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap 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 | 0.5% for redemption within 90 days |
Basic Details of Quant Mid Cap Fund
| Fund House | Quant Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 17.62% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 9,140 Cr |
| (As on 30-Jun-2025) | |
| Expense | 0.70% |
| (As on 31-Jul-2025) | |
| Risk Grade | Above Average |
| Return Grade | Above Average |
| Turnover | — |
Trailing Returns (%) of Quant Mid Cap Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quant Mid Cap Dir | -4.45 | -1.93 | -5.14 | -0.37 | -1.35 | -15.04 | 20.55 | 31.24 | 21.89 | 17.40 |
| BSE 150 MidCap TRI | -1.47 | -1.35 | -3.71 | 5.32 | 5.72 | -4.92 | 23.27 | 29.50 | 18.09 | 17.17 |
| Equity: Mid Cap | -1.18 | -1.25 | -3.53 | 6.79 | 6.87 | -1.92 | 22.45 | 28.47 | 18.50 | 16.33 |
| Rank within category | 42 | 52 | 48 | 51 | 48 | 43 | 23 | 5 | — | — |
| Number of funds in category | 48 | 52 | 52 | 51 | 48 | 43 | 32 | 25 | 21 | 19 |
Peer Comparison of Quant 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 Mid Cap Dir | 3 star | -15.04 | 20.55 | 31.24 | 0.70 | 9,140 | 17.62 | 0.50 (90) | 12Y 7M | 339.00 |
| HDFC Mid Cap Dir | 5 star | 1.49 | 27.32 | 31.82 | 0.74 | 84,061 | 21.15 | 1.00 (365) | 12Y 7M | 16.93 |
| Kotak Midcap Dir | 4 star | 2.98 | 23.53 | 30.58 | 0.37 | 57,102 | 21.07 | 1.00 (365) | 12Y 7M | 36.14 |
| Nippon India Growth Mid Cap Dir | 4 star | 0.80 | 26.40 | 31.66 | 0.71 | 39,066 | 18.83 | 1.00 (30) | 12Y 7M | 11.00 |
| Motilal Oswal Midcap Dir | 5 star | 2.72 | 30.35 | 36.36 | 0.70 | 33,053 | 23.91 | 1.00 (365) | 11Y 5M | 161.00 |
Portfolio Analysis of Quant Mid Cap Fund
| No. of Stocks | 31 |
| Top 10 Stocks | 62.42% |
| Top 5 Stocks | 37.12% |
| Top 3 Sectors | 47.89% |
| Portfolio P/B Ratio | 3.72 |
| Portfolio P/E Ratio | 19.72 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,03,839 | 63,092 |
| Giant (%) | 16.52 | 4.52 |
| Large (%) | 34.60 | 38.95 |
| Mid (%) | 48.67 | 55.07 |
| Small (%) | 0.21 | 2.47 |
| Tiny (%) | — | 0.45 |
Chanakya’s Mutual Fund Guidance For Quant Mid Cap Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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