January 16, 2026
RA Jainee
Quant Multi Cap Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 649.27 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 75.19 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1000 |
| Min. No of Cheques | 60 |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI |
| AUM Rs. | 8,188 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.68% |
| 1 Year Return (%) | -3.38 |
| 3 Year Return (%) | 10.39 |
| 5 Year Return (%) | 17.72 |
| 10 Year Return (%) | 17.45 |
| Return Since Launch | 18.16% |
⚖️ Sahifund Review – Quant Multi 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?
Multi-cap funds are suitable for investors:
1. Seeking exposure in a diversified set of 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 aims at providing long term capital appreciation and generating income with a diversified portfolio of Large Cap, Mid Cap and Small 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.
Fund Manager:
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) Lokesh Garg
Education: MBA IIM Ahmedabad, B.Tech IIT Roorkee, CFP Level III
Experience: Prior to joining Quant Mutual Fund, he was working with UBS, ICICI Bank in Treasury and Infosy, Kotak Institutional Equities
8) 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 | 60 |
| Min. Balance (Rs.) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 15 days |
Basic Details of Quant Multi Cap Fund
| Fund House | Quant Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 18.16% |
| Benchmark | Nifty 500 Multicap 50:25:25 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets (Rs.) | 8,188 Cr |
| (As on 31-Dec-2025) | |
| Expense | 0.68% |
| (As on 31-Dec-2025) | |
| Risk Grade | High |
| Return Grade | Low |
| Turnover | — |
Trailing Returns (%)
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quant Multi Cap Dir | -2.64 | -0.30 | -3.24 | -4.62 | -5.88 | -3.38 | 10.39 | 17.72 | 19.77 | 17.45 |
| VR Multicap TRI | -2.09 | -0.15 | -1.52 | -0.94 | -1.09 | 5.20 | 18.49 | 17.87 | — | — |
| Equity: Multi Cap | -1.97 | -0.20 | -1.61 | -1.23 | -0.61 | 4.87 | 19.66 | 19.03 | — | — |
| Rank within category | 37 | 28 | 37 | 34 | 35 | 31 | 16 | 6 | — | — |
| Number of funds in category | 37 | 37 | 37 | 37 | 36 | 34 | 16 | 8 | 0 | 0 |
Peer Comparison of Quant Multi Cap Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs.) (Rs. Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Quant Multi Cap Dir | 1 star | -3.38 | 10.39 | 17.72 | 0.68 | 8,188 | 18.16 | 1.00 (15) | 13Y | 242.00 |
| Nippon India Multi Cap Dir | 5 star | 5.78 | 21.80 | 23.98 | 0.71 | 50,352 | 16.31 | 1.00 (365) | 13Y | 27.00 |
| Kotak Multicap Dir | 4 star | 9.26 | 24.70 | — | 0.45 | 23,057 | 18.91 | 1.00 (365) | 4Y 3M | 40.48 |
| HDFC Multi Cap Dir | 4 star | 4.48 | 20.78 | — | 0.77 | 19,885 | 18.10 | 1.00 (365) | 4Y 1M | 27.30 |
| ICICI Pru Multicap Dir | 4 star | 6.27 | 20.20 | 19.08 | 0.93 | 16,263 | 16.28 | 1.00 (365) | 13Y | 94.00 |
Portfolio Analysis of Quant Multi Cap Fund
| No. of Stocks | 55 |
| Top 10 Stocks | 42.71% |
| Top 5 Stocks | 26.64% |
| Top 3 Sectors | 47.06% |
| Portfolio P/B Ratio | 2.54 |
| Portfolio P/E Ratio | 23.09 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs. Cr) | 68,715 | 96,064 |
| Giant (%) | — | — |
| Large (%) | 43.37 | 43.29 |
| Mid (%) | 19.06 | 26.96 |
| Small (%) | 37.57 | 29.75 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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