This Top-Rated Multi-Cap Has Given 120.73% SIP Returns In 5 Years, SIP Starts At Rs 1000

You may be confronted with difficult options when it comes to mutual fund investment, such as whether or not to invest. Whether you take a large risk in the hopes of a high return or you stick to low-risk, low-reward methods, the danger will always be there. This is where Multi-Cap Mutual Funds may benefit investors who are having similar problems with their investments. In this post, we've looked at one such multi-cap fund that has provided investors with a solid return.

Quant Active Fund - Direct Plan-Growth

This is an open-ended Multi-Cap fund from Quant Mutual Fund. It is a small-sized fund of its category. The current AUM of this fund is 2106.97 Crore. The NAV as of 19th April 2022 is Rs 453.7249. It has an expense ratio of 0.5%, which is less than its category average expense ratio when compared. The fund is currently managed by Mr Sanjeev Sharma and Mr Ankit A Pande. 

 It is a low-risk fund. As the fund is a multi-cap fund, it has a diversified portfolio of Large Cap, Mid Cap, and Small Cap firms, the fund strives to provide long-term capital appreciation and income. It has been rated 5-star by the CRISIL. The minimum lump-sum investment amount required for this fund is Rs 5000., whereas, for SIP, it is Rs 1000. This has no lock-in period as well as zero exit load. 

Absolute And Annualised Returns

Lump-Sum Returns

In the last 1-year, the fund has given 41.28% returns, which is better than its category average returns in the same period of time. It has outperformed the category average returns across the tenure. It has also given good returns performance among its peer funds. Since its launch, it has delivered 21.59% average annual returns.

Investment Period	Absolute Returns	Annualised Returns	Category Avg
1 Year	41.28%	41.28%	29.06%
2 Year	183.58%	68.16%	42.77%
3 Year	142.85%	34.34%	20.62%
5 Year	200.62%	24.61%	15.47%
Since Inception	513.99%	21.59%	12.21%

SIP Returns

 

SIP Period	Absolute Returns	Annualised Returns
1 Year	14.28%	27.59%
2 Year	60.52%	53.18%
3 Year	91.87%	47.26%
5 Year	120.73%	32.31%

Portfolio

The fund has 93.18 per cent investment in equities, with 37.24 per cent in large-cap, 13.46 per cent in mid-cap, and 28.38 per cent in small-cap stocks, respectively. It has a majority of investments in Services, Construction, Consumer Staples, Financials, Metals & Mining sectors. Vedanta Ltd., ITC Ltd., State Bank of India, Linde India Ltd., and Larsen & Toubro Ltd. are the fund's top five holdings.

Disclaimers

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.