Best SIP Return: A plethora of small-cap funds have given stellar returns in the near to mid-term, but there are fewer funds in this space that have performed equally well in the long term. In this write-up, we will look at the journey of one such fund – Quant Small Cap Fund, over the last 28 years.
Quant Small Cap Fund is a great example of how small savings can create big wealth. The fund was launched on 24th November 1996. It has given investors 13% returns (CAGR) since inception on lump sum investments and 15.25% annualised returns on money invested through the SIP (Systematic Investment Plan) route. With this rate of return, if someone had invested ₹100 daily or Rs 3,000 monthly through SIP since its launch, their investment would now be worth Rs 1.33 crore. This 28-year return data from Value Research shows the power of consistent small savings over time.
Likewise, if someone had invested a lump sum amount of Rs 1 lakh in this fund 28 years ago, the investment would be worth now Rs 28.32 lakh, earning around 13% CAGR returns.
Also Read Top 5 ELSS Funds: Up to 21% CAGR returns over 10 years! Rs 10K SIP grows up to a whopping Rs 42 lakh SIPs surpass fixed deposits, equities as India’s preferred investment choice SBI Mutual Fund: Top 5 funds with up to 30% returns in 5 years | Rs 10K SIP grows to Rs 13 lakh SBI Mutual Fund: Rs 10000 SIP in this SBI fund turns into a whopping 98.54 lakh in 19 years! Quant Small-Cap Fund details:
The latest AUM (Assets Under Management) of the Quant Small-Cap Fund is Rs 26,670 crore, and the expense ratio for the regular plan is 1.59%. The benchmark for this fund is the NIFTY Smallcap 250 TRI. Fund managers Ankit Pandey, Vasav Sehgal, and Sanjeev Sharma manage the scheme. It has received a 5-star rating from Value Research and a 3-star rating from CRISIL.
The fund is categorised as “Very High Risk” on the Riskometer, indicating that it is suitable for investors with a high-risk appetite and a long-term investment horizon.
Also read: Top 5 ELSS Funds: Up to 21% CAGR returns over 10 years! Rs 10K SIP grows up to a whopping Rs 42 lakh
Investment Strategy of Quant Small-Cap Fund:
The objective of this scheme is to generate high long-term returns by building a portfolio of shares from strong small-cap companies.
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