January 16, 2026
RA Jainee
Quant Mid Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 225.39 |
| NAV Bonus (Rs.) | — |
| NAV IDCW Monthly (Rs.) | 79.16 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1000 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY Midcap 150 TRI |
| AUM Rs. | 8,057 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.77% |
| 1 Year Return (%) | -4.99 |
| 3 Year Return (%) | 14.19 |
| 5 Year Return (%) | 21.26 |
| 10 Year Return (%) | 17.62 |
| Return Since Launch | 16.56% |
⚖️ Sahifund Review – Quant 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?
Mid-cap funds are suitable for investors:
1. Seeking exposure in mid-cap stocks for high returns
2. Aiming for long-term wealth creation
3. With a 7+ year investment horizon
4. Who can withstand interim sharp declines in investment value
Note:
• Invest only through SIP
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 | 16.56% |
| Benchmark | NIFTY Midcap 150 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs) | 8,057 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.77% |
| (As on 31-Dec-2025) | |
| Risk Grade | High |
| Return Grade | Average |
| Turnover | — |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quant Mid Cap Dir | -4.29 | -0.04 | -5.34 | -4.76 | -8.51 | -4.99 | 14.19 | 21.26 | 21.57 | 17.62 |
| BSE 150 MidCap TRI | -1.64 | 0.29 | -1.01 | 0.65 | 0.30 | 9.01 | 22.64 | 21.69 | 20.44 | 18.24 |
| Equity: Mid Cap | -1.69 | 0.15 | -1.39 | 0.13 | -0.31 | 8.18 | 22.21 | 21.01 | 20.06 | 17.62 |
| Rank within category | 57 | 47 | 57 | 53 | 52 | 48 | 40 | 12 | 9 | — |
| Number of funds in category | 57 | 57 | 57 | 54 | 52 | 48 | 40 | 25 | 22 | 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 | 2 star | -4.99 | 14.19 | 21.26 | 0.77 | 8,057 | 16.56 | 0.50 (90) | 13Y | 339.00 |
| HDFC Mid Cap Dir | 5 star | 13.18 | 25.78 | 24.95 | 0.71 | 92,642 | 20.85 | 1.00 (365) | 13Y | 13.07 |
| Kotak Midcap Dir | 4 star | 8.16 | 22.16 | 22.20 | 0.37 | 60,637 | 20.29 | 1.00 (365) | 13Y | 23.67 |
| Nippon India Growth Mid Cap Dir | 4 star | 10.80 | 25.78 | 23.97 | 0.74 | 42,124 | 18.45 | 1.00 (30) | 13Y | 6.00 |
| Motilal Oswal Midcap Dir | 5 star | -3.12 | 25.44 | 36.36 | 0.74 | 36,880 | 22.53 | 1.00 (365) | 11Y 10M | 120.00 |
Portfolio Analysis of Quant Mid Cap Fund
| No. of Stocks | 26 |
| Top 10 Stocks | 59.33% |
| Top 5 Stocks | 36.68% |
| Top 3 Sectors | 44.70% |
| Portfolio P/B Ratio | 3.60 |
| Portfolio P/E Ratio | 18.39 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 80,252 | 64,434 |
| Giant (%) | — | — |
| Large (%) | 15.08 | 11.63 |
| Mid (%) | 73.01 | 77.04 |
| Small (%) | 11.91 | 12.35 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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