INF966L01333
₹122.47
Quant Large and Mid Cap Fund - NAV, Performance, Returns & Investment Guide 2025
Invest in Quant Large and Mid Cap Fund Direct Plan - Get latest NAV ₹122.47, AUM ₹99,091 Cr, 5-year returns 24.05%. Fund manager Sanjeev Sharma. Minimum SIP ₹1,000.
The scheme seeks to provide capital appreciation by investing in a portfolio of Large and Midcap companies. The primary investment objective is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Large Cap and Mid Cap companies.
The fund follows a diversified investment strategy that combines both large-cap and mid-cap companies:
- Large-cap investments: Offers stability and steady growth potential from established companies
- Mid-cap investments: Provides higher growth opportunities through emerging companies with expansion potential
- Flexible allocation: The fund invests in a combination of large- and medium-sized companies, providing reasonable degree of flexibility to the fund management team to invest in companies of different sizes, depending on where it expects maximum gains
Investment Philosophy:
- When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options
- But be prepared for ups and downs in your investment value along the way
Key Features:
- Minimum Investment: Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000
- Exit Load: Exit load of 1%, if redeemed within 15 days
- Risk Rating: The Quant Large and Mid Cap Fund Direct Growth is rated Very High risk
Sanjeev Sharma is the Current Fund Manager of Quant Large and Mid Cap Fund Direct Growth fund. The fund is managed by a team of experienced professionals including:
- Sanjeev Sharma (Lead Fund Manager)
- Vasav Sahgal
- Ankit A. Pande
- Sandeep Tandon
- Varun Pattani
- Ayusha Kumbhat
- Sameer Kate
- Yug Tibrewal
The fund management team brings extensive experience in equity markets and follows a systematic approach to portfolio construction and risk management.
Quant Money Managers Limited is the Asset Management Company (AMC) for Quant Mutual Fund. Key highlights:
- Incorporation: QMML was incorporated on December 12, 1995, and was approved to act as an Asset Management Company for the quant Mutual Fund by SEBI vide its letter dated October 30, 2017
- Total AUM: Quant Money Managers Limited manages assets worth ₹ 99,090.73 crores as of recent data
- Fund Offerings: It's current offering of mutual fund schemes includes 21 equity, 1 debt and 4 hybrid schemes
Investment Philosophy:
Quant Money Managers Ltd. is an investment management firm that offers a diverse set of investment products across asset classes. The expertise in the investment management domain has been established upon a solid foundation of multi-dimensional research and technology, derived from its sponsor - Quant Capital Finance & Investments Pvt Ltd.
Key Strengths:
- Data-driven investment approach
- Multi-dimensional research capabilities
- Technology-enabled investment processes
- Cross-asset investment expertise
Suitable for:
- Investors with moderate to high risk tolerance
- Those seeking long-term capital appreciation (5+ years)
- Investors wanting exposure to both large-cap stability and mid-cap growth potential
- People looking to diversify beyond pure large-cap or mid-cap funds
Investment Horizon:
Do not invest in this, or any other large & mid-cap fund, if you need to redeem your investment in less than five years. The fund is designed for long-term wealth creation.
- 5-Year Returns: Over the past five years, Quant Large and Mid Cap Fund has delivered an annualised return of 22.27% as of 19-Aug-2025
- Recent Performance: The fund's annualized returns for the past 3 years & 5 years has been around 17.63% & 27.13%
- Latest NAV: The Latest NAV as of 22 Aug 2025 is ₹122.47
- Fund Size: The fund currently has an Asset Under Management(AUM) of ₹99,091 Cr
Like for all equity funds, you must invest only through the SIP route. This helps in rupee-cost averaging and reduces timing risk.
Tax Implications:
- If you redeem within one year, returns are taxed at 20%
- If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%
The current NAV of Quant Large and Mid Cap Fund Direct Plan is ₹122.47 as of August 22, 2025. NAV is updated daily after market hours.
The fund has an Assets Under Management (AUM) of ₹99,091 crores as of August 2025, making it one of the larger funds in the category.
The expense ratio varies between direct and regular plans. For the most current expense ratio information, please check with Allvest or the fund house directly.
The fund has delivered strong long-term performance with 5-year annualized returns of approximately 24.05% as of August 2025. Since inception returns would be higher given the fund's long track record.
The minimum SIP amount is ₹1,000 per month, while the minimum lump sum investment is ₹5,000.
You can invest in this fund through Allvest's platform online. Simply create an account, complete your KYC, select the fund, and choose your investment amount and SIP frequency.
Log into your Allvest account, search for Quant Large and Mid Cap Fund, select SIP option, choose your monthly investment amount (minimum ₹1,000) and start date.
Through Allvest, you can set up automatic bank mandates for SIP investments. The amount will be automatically debited from your linked bank account on the chosen date each month.
You can redeem your investment through Allvest's platform online or mobile app. Select the fund, choose partial or full redemption, and the amount will be credited to your bank account within 2-3 working days.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
Designation
Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer