4 interesting facts about Quant Small Cap Fund

4 interesting facts about Quant Small Cap Fund

Published 25th June 2024

Under pressure

Although Quant Mutual Fund is under pressure from SEBI for possible front-running, an illegal activity, its small-cap fund has been a star in recent years, with assets topping Rs 21,000 crore.

What you should know

Let’s look at some interesting facts about the AMC’s top 10 small-cap holdings.

#1 Three of its top 10 holdings have delivered over 250% returns!

1) Aegis Logistics: 319% 2) IRB Infrastructure Developers: 300% 3) Arvind: 263%

#2 The fund’s four largest holdings have given triple-digit returns!

1) Aegis Logistics: 319% 2) Housing & Urban Development Corporation: 117% 3) IRB Infrastructure Developers: 300% 4) HFCL: 129%

#3 Its oldest holdings are just around three years old

1) HFCL: Bought in May 2021 2) Arvind: Bought in July 2021 3) IRB Infrastructure Developers: Bought in August 2021

#4 The worst performers in their top-10 holding

1) Aditya Birla Fashion and Retail: 9% 2) RBL Bank: 3% Even the worst performers are in the green.

Important note

Data are as of May 31, 2024. For returns, the purchase has been assumed to be on the last day of the month when the stock first appeared in the fund’s portfolio.

To get more insights about other Quant funds (performance, volatility and AUM growth), head to the link below.

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