Quantum Small Cap Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Quantum Small Cap Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

209 Cr

Lock In Period

N/A

Expense Ratio

2.17

Exit Load

10% of units If redeemed or switched out on or before 180 days from the date of allotment - NilRemaining 90% of units if redeemed or switched out on or before 180 days from the date of allotment - 1%If redeemed or switched out after 180 days from the date of allotment - Nil

Benchmark

BSE 250 SmallCap Total Return

Summary

Quantum Small Cap Fund Growth NAV is ₹12.85 as of 31 May, 2026. Quantum Small Cap Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Quantum Small Cap Fund Growth is ₹500. The AUM of Quantum Small Cap Fund Growth is ₹209 Cr. The expense ratio of the fund is 2.17%, and its benchmark is BSE 250 SmallCap Total Return. The current exit load of the fund is 10% of units If redeemed or switched out on or before 180 days from the date of allotment - NilRemaining 90% of units if redeemed or switched out on or before 180 days from the date of allotment - 1%If redeemed or switched out after 180 days from the date of allotment - Nil. In the last 1M months, Quantum Small Cap Fund Growth has delivered 4.29% returns.

Quantum Small Cap Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.291.7016.99
6M1.263.1364.49
1Y5.586.88137.57
3Y0.0018.89202.94

Portfolio Analysis

  • Equity: 91.54%
  • Debt: 8.46%
  • Others
As on: 2026-04-30
View allocation % by

1. Karur Vysya Bank Ltd3.06%
2. CSB Bank Ltd2.33%
3. Axis Bank Ltd2.19%
4. Equitas Small Finance Bank Ltd2.13%
5. HDFC Bank Ltd1.73%
6. Kotak Mahindra Bank Ltd1.68%
7. City Union Bank Ltd1.37%
8. IndusInd Bank Ltd0.92%
9. ICICI Bank Ltd0.29%

1. Supriya Lifescience Ltd3.54%
2. Alivus Life Sciences Ltd2.45%
3. Eris Lifesciences Ltd2.12%
4. Caplin Point Laboratories Ltd1.08%

1. Happiest Minds Technologies Ltd1.86%
2. Mastek Ltd1.08%
3. Infosys Ltd1.07%
4. Birlasoft Ltd0.92%
5. Cyient Ltd0.62%

1. Lumax Auto Technologies Ltd2.09%
2. Sandhar Technologies Ltd1.63%
3. S.J.S. Enterprises Ltd1.23%

1. Engineers India Ltd2.88%
2. Craftsman Automation Ltd0.74%
3. Sansera Engineering Ltd0.60%

1. Can Fin Homes Ltd2.17%
2. Aavas Financiers Ltd1.58%

1. Samhi Hotels Ltd1.70%
2. Lemon Tree Hotels Ltd1.58%

1. Crompton Greaves Consumer Electricals Ltd2.53%
2. V-Guard Industries Ltd0.55%

1. Xpro India Ltd1.68%
2. EPL Ltd1.00%

1. Godrej Industries Ltd1.40%
2. S H Kelkar and Company Ltd1.28%

1. Star Health And Allied Insurance Company Ltd2.63%

1. Lumax Industries Ltd2.55%

1. CCL Products (India) Ltd2.50%

1. Carysil Ltd2.45%

1. Kirloskar Pneumatic Company Ltd2.30%

1. CMS Info System Ltd1.38%
2. TeamLease Services Ltd0.90%

1. Mold-Tek Packaging Ltd2.16%

1. UTI Asset Management Company Ltd1.88%

1. Mayur Uniquoters Ltd1.86%

1. PVR INOX Ltd1.83%

1. Genus Power Infrastructures Ltd1.83%

1. Gateway Distriparks Ltd1.81%

1. Nuvoco Vistas Corporation Ltd1.79%

1. ICICI Prudential Life Insurance Company Ltd1.67%

1. Gujarat State Petronet Ltd1.44%

1. Uniparts India Ltd1.42%

1. MPS Ltd1.35%

1. Computer Age Management Services Ltd1.25%

1. Cartrade Tech Ltd1.02%

About Fund Quantum Small Cap Fund Growth

Quantum Small Cap Fund Growth managed by Quantum Mutual Fund,is a Equity - Diversifiedscheme with Assets Under Management of ₹209 Crore. The fund benchmarks its performance against the BSE 250 SmallCap Total Return while maintaining an expense ratio of 2.17. Under the expert guidance of Chirag Mehta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Chirag Mehta

Mr. Chirag holds MMS (Finance) and M.Com from Mumbai University. He has more than 5 years of experience in the financial services and related industry. Prior to this he has been with EDS (Electronic Data Systems) as a Coordinator for Xerox.

Peer Comparison

Fund Name1Y3Y
This FundThe Wealth Company Small Cap Fund Growth00
This FundCanara Robeco Multi Cap Fund Growth1.77810
This FundQuantum Small Cap Fund Growth5.57830
This FundSundaram Emerging Small Cap - Series III Growth15.667197.535

Quantum Small Cap Fund Growth FAQs

Quantum Small Cap Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Quantum Small Cap Fund Growth is 2.17. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Quantum Small Cap Fund Growth’s fund performance is as follows:
  • 1 Month : 4.29%
  • 6 Months : 1.26%
  • 1 Year : 5.58%
  • 3 Years : 0.00%
Returns of Quantum Small Cap Fund Growth are updated daily based on NAV of ₹ 12.85 as on May 29,2026. Since inception, the return has been 0.00%.

You can invest in Quantum Small Cap Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Quantum Small Cap Fund Growth is ₹209 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Quantum Small Cap Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.