Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
Quant Small Cap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Apr
Top holdings
Reliance Industries Ltd
8.7%
HDFC Bank Ltd
7.9%
ITC Ltd Shs Dematerialised
5.5%
RBL Bank Ltd
4.5%
Punjab National Bank
3.8%
IRB Infrastructure Developers Ltd
3.8%
Bikaji Foods International Ltd
3.6%
Jindal Stainless Ltd
3.2%
Usha Martin Ltd
2.9%
Just Dial Ltd
2.5%
Top industry exposure
Financial Services
21.2%
Basic Materials
18.1%
Consumer Defensive
11.8%
Industrials
10.7%
Energy
10.7%
Other information
Minimum SIP
₹1,000
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
72%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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 small cap companies.There is no assurance that the
investment objective of the Scheme
will be realized.