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Fund Facts
  • Name of Fund:
    Quantum Small Cap
  • Opening:
    16th October 2023
  • Closing:
    27th October 2023
  • Scheme Type:
    Open Ended Equity Small Cap Fund
  • Minimum Investment:
    Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
  • Entry Load:
    Not Applicable
  • Exit Road:
    1% of NAV if units redeemed or switched out are in excess of 10% on or before 365 days from the date of allotment
  • Thereafter:

Fund Stats


The Investment Objective of the Scheme to generate capital appreciation by investing predominantly in Small Cap Stocks.

  • Benchmark:

  • BSE Small Cap

  • Fund Manager:

  • Chirag Mehta, Abhilasha Satale

Asset Allocation

65-100% Equity
upto 35% Money Market
Comparable existing schemes
Bank of India Small Cap Fund 31.08(6M) 35.29(1Y)
HSBC Small Cap Fund 27.52(6M) 38.89(1Y)

Fund Prognosis

Idea Distiller

It is a Small cap fund, so nothing new to it.

  • Fund House AAUM:

  • Rs. 228906.33 Lakhs (as on 30th September 2023)

  • Fund Manager:

  • Combined experience of above 12 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

Over the longer term the Small cap universe is definitely appealing but there are too many good competitors.