Investment Objective and Approach

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Mid Cap companies. Quant Mid Cap Fund is a mid-cap mutual fund that primarily targets companies ranked 101st to 250th by market capitalization. It allocates at least 65% of its assets to mid-cap stocks, with the flexibility to invest the rest in other equity segments or debt instruments.

The fund follows an active investment approach that focuses on:

- Capital appreciation through strategic mid-cap stock selection

- Long-term wealth creation for investors

- Investing in medium-sized companies, though such funds tend to fall more when stock prices fall compared to those that invest in larger companies, but can provide higher returns in the long term with more severe ups and downs along the way

Key Investment Features:

- Minimum SIP amount: ₹1,000

- Minimum lump sum investment: ₹5,000

- Exit load: 0.50% if redeemed within 3 months

- Expense ratio: 0.63% (as of May 2025), which is lower than the category average of 1.16%

Fund Managers

The Quant Mid Cap Fund is managed by a team of experienced professionals:

Sanjeev Sharma

Mr. Sharma is one of the most seminal figures in the annals of the Indian banking and Mutual Funds industry. He is currently the Fund Manager of Equity at Quant Mutual Fund. He has over 2 decades of experience in equity markets, wealth and asset management services, fixed income products, corporate banking. He has had an 11-year long association with Quant Mutual Fund.

Educational Background:

- Alumnus of Symbiosis Institute of Pune and is a Post Graduate in Management Studies

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

Ankit A. Pande

Mr. Pande is a Chartered Financial Analyst (CFA) and holds an MBA. Before joining Quant Mutual Fund, he worked at Infosys Finacle. His career in equity research began in 2011. He is a CFA Charter in 2015 and an MBA from the Chinese University of Hong Kong in 2017. He won the Thomson Reuters StarMine Award for best stock picker in the IT Sector in 2014 and has been conferred with lifetime membership of the Beta Gamma Sigma Honour society.

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 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 Highlights:

- Quant Money Managers Limited "QMML" (AMC) 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

- Established in 1996, Quant Mutual Fund is one of India's oldest and pioneering mutual fund companies, with over 22 years of experience in the asset management industry

- As of 31st December 2023, the Quant Mutual Fund holds 0.93% of the industry's total Assets Under Management (AUM)

Investment Philosophy:

The dynamic and active style of money management adapted by Quant mutual fund enables it to generate alpha while safeguarding the interest of its investors. Its focus on 'Predictive Analytics' has helped it sustain amidst adverse market conditions and to also emerge as one of the top AMCs in India. An impressive philosophy agile asset allocation, multi-dimensional research, and innovative product offerings have helped the fund house to generate a large number of investor folios.

Should I Invest in Quant Mid Cap Fund?

Quant Mid Cap Fund may be suitable for investors who:

Investment Suitability:

- Long-term horizon: Do not invest in this, or any other mid-cap fund, if you need to redeem your investment in less than seven years

- Risk tolerance: The Quant Mid Cap Fund Direct Growth is rated Very High risk

- Return expectations: The fund's annualized returns for the past 3 years & 5 years has been around 17.65% & 23.25% (as of 2025)

- SIP preference: Like for all equity funds, you must invest only through the SIP route

Performance Indicators:

- Over the last 1 year, this fund has decreased expense ratio by 11.3% moving from 0.71 to 0.63. This fund expense ratio is slightly on the lower side within the category (mid-cap)

- The fund currently has an Asset Under Management(AUM) of ₹99,091 Cr (as of August 14, 2025)

Risk Considerations:

Mid-cap funds carry higher volatility compared to large-cap funds but offer potential for superior long-term returns. Investors should be prepared for short-term fluctuations and maintain a disciplined investment approach through systematic investment plans.

FAQs

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

The NAV changes daily based on market movements. You can check the current NAV on Allvest's platform or the fund house website for real-time updates.

What is the AUM of Quant Mid Cap Fund?

As of August 14, 2025, the fund has an AUM of ₹99,091 crores, indicating significant investor confidence and fund size.

What is the expense ratio of Quant Mid Cap Fund?

The expense ratio is 0.63% (as of May 2025), which is lower than the category average of 1.16%, making it cost-effective.

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

The fund was launched on April 15, 1996. Recent performance shows 3-year and 5-year annualized returns of around 17.65% & 23.25% respectively.

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

The minimum SIP amount is ₹1,000 per month, while the minimum lump sum investment is ₹5,000.

How do I invest in Quant Mid Cap Fund?

You can invest in Quant Mid Cap Fund through Allvest's platform by completing your KYC, selecting the fund, and choosing between SIP or lump sum investment options.

How to start a SIP in Quant Mid Cap Fund?

Register on Allvest, complete KYC verification, select Quant Mid Cap Fund, choose SIP option, set investment amount (minimum ₹1,000), and frequency.

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

Through Allvest, set up auto-debit mandate during SIP registration. Your bank account will be automatically debited on chosen dates for seamless investing.

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

Log into your Allvest account, navigate to your holdings, select the fund, choose partial or full redemption. Note the exit load of 0.50% if redeemed within 3 months.