Quantum Small Cap Fund Regular - Growth
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Equity, Small Cap, Principal at very high risk
1 Year Return 12.15% at 16 Feb 2026 01:16 PM
Fund Details
NAV 12.46
Sub-Type Small Cap
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 2.29
Fund Size(in Crores) 178.93
Fund Performance
1 Month 0.0%
3 Month -2.19%
6 Month 1.13%
1 Year 12.15%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (88.36%) Market Cap Mid Cap 3.37 Small Cap 74.86 Large Cap 10.12 Top Sectors Financial 24.22 Services 10.59 Materials 10.18 Automobile 9.52 Healthcare 7.56 Technology 5.31 Insurance 4.44 Consumer Staples 4.28 Capital Goods 4.02 Consumer Discretionary 2.82 Energy 1.8 Chemicals 1.48 Textiles 1.25 Construction 0.9 Top Holding Kirloskar Pneumatic 1.95 Lumax Auto Technologies 2.2 Cyient 0.95 HDFC Bank 2.33 Infosys 1.47 CAMS 0.62 Craftsman Automation 1.04 Star Health and Allied Insurance Company 2.12 Lemon Tree Hotels 1.07 Alivus Life Sciences 2.36 V-Guard Industries 0.68 Godrej Industries 0.96 Gujarat State Petronet 1.8 SJS Enterprises 1.33 Exide Industries 0.14 Birlasoft 1.1 Crompton Greaves Con. Electricals 2.13 Mastek 1.28 Sansera Engineering 0.82 Indusind Bank 1.05 Sanghvi Movers 0.41 Wipro 0.5 Xpro India 1.8 Karur Vysya Bank 3.68 Equitas Small Finance Bank 2.05 Mayur Uniquoters 1.25 Lumax Industries 2.85 EPL 1.88 Can Fin Homes 2.4 Sandhar Technologies 1.27 PVR Inox 1.74 Kotak Mahindra Bank 2.09 CCL Products 1.64 Supriya Lifescience 3.5 TeamLease Services 0.95 Genus Power Infrastructures 1.94 SH Kelkar 1.48 Aavas Financiers 1.96 Eris Lifesciences 1.7 Gateway Distriparks 1.77 UTI Asset Mgmt 0.82 ICICI Bank 0.37 MPS 1.67 SAMHI Hotels 1.89 CMS Info Systems 1.64 City Union Bank 2 Carysil 2.25 Interglobe Aviation 0.91 ICICI Prudential 2.32 Nuvoco Vistas Corporation 2.02 CSB Bank 3.01 Mold-Tek Packaging 2.22 Axis Bank 2.45 Engineers India 0.49
Debt & Others (11.64%) Sector Allocation Repo 10.65 Net Receivables 0.99 Debt Credit Ratings Debt Category Others 11.64
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -1.52% Ret 1Y 7.54% Ret 3Y 24.02% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Ret 1M -1.52% Ret 1Y 7.54% Ret 3Y 24.02% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -1.52% Ret 1Y 7.54% Ret 3Y 24.02% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-Growth Ret 1M 1.76% Ret 1Y 13.71% Ret 3Y 18.09% Ret 5Y 15.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Ret 1M 1.76% Ret 1Y 13.71% Ret 3Y 18.09% Ret 5Y 15.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Small Cap Fund Regular-IDCW Reinvestment Ret 1M 1.76% Ret 1Y 13.71% Ret 3Y 18.09% Ret 5Y 15.86%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-Growth Ret 1M -1.52% Ret 1Y 7.13% Ret 3Y 23.77% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Payout Ret 1M -1.52% Ret 1Y 7.13% Ret 3Y 23.77% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Smallcap 50 Index Fund Regular-IDCW Reinvestment Ret 1M -1.52% Ret 1Y 7.13% Ret 3Y 23.77% Ret 5Y 0%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-Growth Ret 1M -0.04% Ret 1Y 8.47% Ret 3Y 17.44% Ret 5Y 19.28%
Equity, Flexi Cap funds Axis Small Cap Fund Regular-IDCW Payout Ret 1M -0.04% Ret 1Y 8.47% Ret 3Y 17.44% Ret 5Y 19.28%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.17%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Abhilasha Satale
Education Ms. Satale has received her MBA from Walchand Institute of Technology in 2003.
Experience Prior to joining Quantum Mutual Fund, she has worked with Dalal & Broacha Stock Broking Pvt Ltd., First Global and Way2Wealth Brokers
Chirag Mehta
Education He has pursued M.Com from Mumbai University and CAIA.
Experience Prior to joining Quantum Asset Management Company Private Limited. He has worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd). He has more than 19 years of experience in the research and investments functions in the field of commodities and alternative investment strategies. He has interned at Kotak & Co. Ltd and has also attended the Federation of Indian Commodities Exchanges as part of his internship.
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) 7
Date of Incorporation 2023-11-03
Total AUM 2026-01-31
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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