Quant Large and Mid Cap Fund Direct-IDCW Reinvestment
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Equity, Large & MidCap, Principal at very high risk
1 Year Return 0.1% at 22 Dec 2025 06:32 PM
Fund Details
NAV 58.924
Sub-Type Large & MidCap
Rating 2
Min. SIP Amount ₹1000.0
Fund Age(Year) 12.97
Fund Size(in Crores) 3511.98
Fund Performance
1 Month -1.18%
3 Month 0.34%
6 Month 1.31%
1 Year 0.1%
3 Year 16.19%
5 Year 20.94%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.99%) Market Cap Large Cap 58.75 Mid Cap 8.15 Small Cap 32.09 Top Sectors Energy 26.88 Construction 17.27 Communication 13.78 Capital Goods 13.48 Services 11.98 Materials 6.48 Metals & Mining 3.55 Automobile 3.17 Others 2.4 Top Holding IEX 1.71 Larsen & Toubro 7.51 Le Travenues Technology 2.6 Samvardhana Motherson 1.06 Ultratech Cement 3.49 Vikram Solar 0.36 Mazagon Dock Shipbuilders 2.29 Interglobe Aviation 2.97 Kalpataru 2.4 Indian Oil Corporation 2.54 Bharti Airtel 11.05 Steel Authority Of India 3.55 NTPC 3.08 Bharat Petroleum Corporation 2.66 Finolex Cables 1.53 Voltamp Transformers 1.95 Afcons Infrastructure 3.73 Chemtech Industrial Valves 2.54 Ahluwalia Contracts (India) 2.14 Grasim Industries 2.99 Mahindra & Mahindra 2.11 ONGC 2.96 Vodafone Idea 2.73 Salzer Electronics 2.56 Rites 2.14 Nesco 1.12 Hindustan Petroleum Corporation 2.31 SAMHI Hotels 2.19 BEML 2.61 Reliance Industries 8.08 Power Grid Corporation Of India 4.89 DLF 0.63 Apeejay Surrendra Park Hotels 2.51
Debt & Others (1.01%) Sector Allocation Net Receivables 1.01 Debt Credit Ratings Debt Category Others 1.01
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-Growth Ret 1M 0.37% Ret 1Y 9.34% Ret 3Y 12.77% Ret 5Y 11.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Ret 1M 0.37% Ret 1Y 9.34% Ret 3Y 12.77% Ret 5Y 11.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Payout Ret 1M 0.37% Ret 1Y 9.34% Ret 3Y 12.77% Ret 5Y 11.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-Growth Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%
Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Payout Ret 1M -0.42% Ret 1Y 6.75% Ret 3Y 15.84% Ret 5Y 14.72%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-Growth Ret 1M -0.27% Ret 1Y 5.73% Ret 3Y 14.0% Ret 5Y 11.77%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Payout Ret 1M -0.27% Ret 1Y 5.73% Ret 3Y 14.0% Ret 5Y 11.77%
Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Reinvestment Ret 1M -0.27% Ret 1Y 5.73% Ret 3Y 14.0% Ret 5Y 11.77%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-Growth Ret 1M -1.19% Ret 1Y -0.15% Ret 3Y 13.97% Ret 5Y 11.23%
Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-IDCW Ret 1M -1.19% Ret 1Y -0.15% Ret 3Y 13.97% Ret 5Y 11.23%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.73%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sameer Kate
Education Bachelor of Computer Science, MBA from IME Pune.
Experience Prior to joining Quant Mutual Fund, he was working with Investec Capital and Kotak Securities,
Ankit A Pande
Education Mr. Pande has done CFA and MBA
Experience Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.
Sandeep Tandon
Education Mr. Tandon has done MBA (Finance)
Experience Prior to joining Quant Mutual Fund, he has worked with ICICI Securities as Vice President, The Economic Times and IDBI AMC.
Ayusha Kumbhat
Education CFA Level III, BSc (Hons) in Economics, MSc in Behavioural & Experimental Economics
Experience She is working with Quant Mutual fund as Research Analyst for the past 15 months, specializing in investment research.
Vasav Sahgal
Education B.Com. and CFA
Experience Prior to joining ITI AMC, he has worked with Quant Mutual Fund, Eqestar capital as Equity Research Analyst.
Yug Tibrewal
Education B.M.S, CFA L1
Experience Yug is an investment professional with over 2 years of experience in dealing related activities
Varun Pattani
Education Mr. Pattani is an ACA
Experience Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.
Sanjeev Sharma
Education Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
Experience He has total work experience of 17 years including 13 years of experience in the financial market. He specializes in identifying crucial inflexion points in securities.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 39
Date of Incorporation 2013-01-01
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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