Investment Objective and Approach

The primary investment objective of the Quant Large Cap Fund is to generate consistent returns by investing in equity and equity related instruments falling under the category of large cap companies. The AMC has the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations.

The fund is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. This approach focuses on established companies with large market capitalizations, providing investors with:

- Stability: The fund invests in big companies and compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall.

- Conservative Strategy: Large cap funds are more suited to conservative equity investors.

- Long-term Growth: The fund aims to maximize returns with a view to generate gains that comfortably beat inflation and fixed income options when invested for five years or more.

The fund follows an active management approach with dynamic investing strategies to capitalize on market opportunities while maintaining a focus on capital preservation.

Fund Managers

Sanjeev Sharma is the current Fund Manager of Quant Large Cap Fund Direct Growth fund. Mr. Sharma is one of the most seminal figures in the annals of the Indian banking and Mutual Funds industry and is currently the Fund Manager of Equity at Quant Mutual Fund.

Key Credentials:

- Over 2 decades of experience in equity markets, wealth and asset management services, fixed income products, corporate banking

- Noted expert in Financial Risk and Risk Management

- 11-year long association with Quant Mutual Fund

- Post Graduate in Management Studies from Symbiosis Institute of Pune

- Advanced degrees in Forex management and Risk Mitigation from the London Academy of Professional Education

Sanjeev Sharma manages 24 schemes with a total AUM of ₹46,214 Cr across various funds at Quant Mutual Fund.

About the Fund House (AMC)

Quant Money Managers Ltd. is an investment management firm that offers a diverse set of investment products across asset classes. The expertise in investment management has been established upon a solid foundation of multi-dimensional research and technology, derived from its sponsor - Quant Capital Finance & Investments Pvt Ltd.

Company Background:

- 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

- As per the Investment Management Agreement, the Trustee Company has appointed Quant Money Managers Limited to manage the Mutual Fund

- The fund house focuses on active management & dynamic investing in Indian mutual funds

The AMC leverages cross-asset, cross-market investment expertise to create wealth for its customers through ethical investment practices and technology-driven research.

Should I Invest in Quant Large Cap Fund?

Consider this fund if you:

- Are a conservative equity investor seeking exposure to established large-cap companies

- Want stable long-term wealth creation with lower volatility compared to mid and small-cap funds

- Prefer actively managed funds with experienced fund management

- Have an investment horizon of 5+ years for optimal returns

Key Considerations:

- The fund is rated Very High risk despite being a large-cap fund

- Like all equity funds, you must invest only through the SIP route for better risk management

- Latest AUM stands at ₹2,753.28 Crores as of July 27, 2025, with returns performance varying based on market conditions

The fund is suitable for investors who understand equity market volatility and seek professional management of their large-cap equity investments through systematic investment planning.

FAQs

What is today's NAV of Quant Large Cap Fund?

The NAV changes daily based on market conditions. You can check the current NAV on Allvest's platform or the official Quant Mutual Fund website for real-time updates.

What is the AUM of Quant Large Cap Fund?

The fund has an AUM of ₹2,753.28 Crores as of July 27, 2025. The AUM indicates the total value of assets managed by the fund.

What is the expense ratio of Quant Large Cap Fund?

The expense ratio of Quant Large Cap Fund Direct Plan is 0.58%. This represents the annual fee charged for managing the fund.

What are the returns of Quant Large Cap Fund since inception?

The fund has delivered 11.56% returns since inception. Past performance doesn't guarantee future results, and returns vary with market conditions.

What is the minimum SIP amount to invest in Quant Large Cap Fund?

The minimum SIP amount is ₹1,000. This makes it accessible for regular investors to start their investment journey systematically.

How do I invest in Quant Large Cap Fund?

You can invest through Allvest's platform online, directly from Quant Mutual Fund's website, or through authorized distributors and banks for convenient investment options.

How to start a SIP in Quant Large Cap Fund?

Register on Allvest, complete KYC verification, select the fund, choose SIP amount and frequency, and set up auto-debit instructions for seamless monthly investments.

How do I automate an SIP in Quant Large Cap Fund?

Set up auto-debit mandate through Allvest platform by linking your bank account, which will automatically deduct the SIP amount on chosen dates monthly.

How can I withdraw/redeem my investment in Quant Large Cap Fund?

Submit redemption request through Allvest platform or AMC website. Note that there's an exit load of 1% if redeemed within 15 days. Funds are typically credited within 3-4 working days.