QUANT MID CAP FUND
Smallcaps, infra, PSU mutual funds make investors richer with 30% CAGR in 5 years
Smallcap, capex, and PSU focused mutual funds have achieved the highest returns over a five-year period, with smallcap funds leading at an average return of 33.55%. Flexi cap and multi-cap funds are recommended for stability. Caution is advised for new investors considering smallcap schemes due to their volatile nature.
Quant Mutual Fund tops list of laggard schemes with negative returns in one month
The first eight funds in the list of losers were from Quant Mutual Fund. Quant ELSS Tax Saver Fund lost 1.08% in the last one month period. Quant Value Fund lost around 1.03% in the said period. Quant Large Cap Fund and Quant Mid Cap Fund lost 0.97% and 0.91% respectively.
Popular mid-cap funds struggle to keep pace with runaway benchmark
"With high inflows into mid-cap stocks over the last few years, market efficiency within mid-caps have improved a lot. This means that there is less room for active managers to find mispriced stocks and generate alpha," says Kunal Valia, founder, Statlane, an investment advisory firm.
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Nifty 500 equal weight fund covers the market, but sas costs
Financial planners recommended avoiding the Nippon India Nifty 500 Equal Weight Index Fund for low-risk investors due to its heavy exposure to small and mid-cap stocks. Advisers suggested using SIPs for those interested, highlighting high valuations in these sectors. The NFO closes on September 4.
63% equity mutual funds fail to beat benchmarks in 3 years
Around 63% of equity mutual funds have failed to surpass their benchmarks in the last three years, with mid-cap funds performing the worst. Only 78 out of 213 funds outperformed. Small-cap and flexi-cap funds also lagged, with significant underperformance noted across various categories. Investors should carefully consider this before making decisions.
Quant Mutual Fund doubles cash holding in July to Rs 12,000 crore
Quant Mutual Fund doubled its cash holdings in July, raising it to Rs 12,269 crore from Rs 5,861 crore in June. The Small Cap Fund had the highest cash allocation at Rs 3,223.24 crore. The total equity assets managed by the fund house reached Rs 75,186 crore as of July 2024, reflecting cautious market positioning.
MF Query: How to invest for your child's future: SIPs, diversification, and fund choices
Roshni Dudhe seeks advice on starting a 15-year SIP for her 12-year-old twin daughters. Girirajan Murugan of FundsIndia recommends a diversified equity portfolio with various fund types and warned against Children Funds due to lock-in periods and higher expense ratios. The consultation aimed to secure financial stability through life stages.
What Quant Small Cap Fund bought and sold in July
In its July portfolio, the smallcap fund added 2.71 crore shares of HFCL, taking the total count to 7.37 crore. It was 4.65 crore in June. The fund held 1.17 crore shares of Aditya Birla Fashion and Retail in June, taking the total share count to 2.94 crore in July post adding 1.77 crore shares to its portfolio.
Best large & mid cap funds to invest in August 2024
As per the Sebi mandate, large & mid cap schemes are open-ended equity schemes that invest a minimum of 35% of total assets in large cap companies, and a minimum of 35% of total assets in mid cap stocks.
5 equity mutual funds multiplied SIP investments over 2.5 times in 5 years
Over the past five years, five equity mutual funds have multiplied investors' SIP investments by more than 2.5 times. Quant Small Cap Fund led with a 49.38% XIRR. Other notable performers included Nippon India Small Cap Fund and Motilal Oswal Midcap Fund. Investors should consider personal risk appetite before making decisions.
Best mid cap mutual funds to invest in August 2024
Mid cap schemes invest in mid cap stocks or in stocks of medium-sized companies. As per Sebi norms, mid cap schemes are mandated to invest in companies that are between 101 and 250 in the market capitalisation. These companies can be leaders of tomorrow. That’s what makes them great bets. If these companies live up to the promise, the market will reward the investors handsomely.
Mutual fund jackpots: 13 schemes multiplied investor wealth over 4 times in 5 years
The analysis revealed 13 equity mutual funds that multiplied investors' wealth over four times in five years. Quant Small Cap Fund was the top performer, turning Rs 1 lakh into Rs 6.48 lakh. These funds showed strong CAGR, with several surpassing 33%. However, it is crucial to consider one’s risk appetite and investment goals before making decisions.
How schemes of Quant Mutual Fund have performed after one month of Sebi’s raid
Mutual fund investors were shocked when Sebi raided Quant Mutual Fund's offices for alleged front-running. The raid impacted various funds' performance, with some underperforming their benchmarks, while others like Quant Focused Fund outperformed. Despite this, the fund house's assets under management hit all-time highs, reflecting an increase in their total AUM and growth in several key funds.
Quant Mutual Fund raises bet on HDFC Bank shares, top holding in most schemes
Geojit Financial Services' Dr. V K Vijayakumar anticipates HDFC Bank's augmented Nifty weight to fuel additional delivery based buying, boosting the stock under active funds' support.
Quant Mutual Fund crisis is another lesson in diversification. Here's why
Diversification in the investment world is not limited to spreading your bets across asset classes and stocks but Sebi's investigation against Quant Mutual Fund in a front-running case is also a reminder of concentration risk in owning mutual funds from just one asset management company.
Quant Mutual Fund crisis: How NAVs have been impacted since Sebi investigation
Investor concerns arise as front-running case impacts Quant Mutual Fund. Despite NAV declines in Quant Healthcare Fund and Quant Commodities Fund, stability is maintained with rising NAVs of Quant ESG Equity Fund and Quant Focused Fund.
How Quant Mutual Fund schemes performed versus peers, benchmarks in the last one year?
Quant Mutual Fund, which finds itself in the thick of a controversy regarding alleged front-running, is one of India's fastest growing asset managers and has seen its assets under management (AUM) grow by 251% over the last one year versus industry growth of 53%.
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