42 FAQ Quant Small Cap Fund Direct Plan-Growth with Full details.  

Quant Small Cap Fund Direct Plan-Growth is a mutual fund scheme that aims to provide long-term capital growth by investing in small-cap companies. The fund is managed by Quant Mutual Fund and is a part of the equity fund category.

Fund Objective:

The fund seeks to achieve long-term capital appreciation by investing in a diversified portfolio of equity and equity-related instruments of small-cap companies.

Fund Details:

Fund Name: Quant Small Cap Fund Direct Plan-Growth

Fund Manager: Mr. Nilesh Shetty

Fund House: Quant Mutual Fund

Fund Category: Equity

Benchmark: Nifty Smallcap 250 Total Return Index

Minimum Investment: Rs. 500

Minimum SIP Investment: Rs. 500

Exit Load: 1% if redeemed within 1 year from the date of allotment

Investment Strategy:

The Quant Small Cap Fund Direct Plan-Growth invests in a diversified portfolio of small-cap companies with strong growth potential. The fund manager uses a bottom-up approach to stock picking, focusing on companies with high growth potential, strong fundamentals, and a competitive advantage. The fund invests in companies across sectors and market capitalizations.

Asset Allocation:

The fund invests a minimum of 65% of its assets in equity and equity-related instruments of small-cap companies. The remaining portion of the assets may be invested in debt and money market instruments.

Risk Profile:

The Quant Small Cap Fund Direct Plan-Growth is a high-risk investment as it invests primarily in small-cap companies, which are known for their high volatility and risk. Therefore, the fund is suitable for investors who have a high-risk appetite and a long-term investment horizon.

Performance:

As of the date of knowledge cut-off, the fund has delivered a return of 43.31% over the past year, 22.67% over the past three years, and 20.29% over the past five years. Please note that past performance does not guarantee future returns.

Tax Implications:

The tax implications of investing in the Quant Small Cap Fund Direct Plan-Growth are the same as those of any other equity mutual fund. Short-term capital gains (gains made on investments held for less than one year) are taxed at 15%, while long-term capital gains (gains made on investments held for more than one year) exceeding Rs. 1 lakh are taxed at 10% without indexation.

Conclusion:

The Quant Small Cap Fund Direct Plan-Growth is a high-risk, high-reward investment option that may be suitable for investors with a long-term investment horizon and a high-risk appetite. It has a diversified portfolio of small-cap companies, which provides exposure to companies with high growth potential. However, investors should carefully evaluate their investment objectives, risk appetite, and financial situation before investing in this fund.

Most asking 42 FAQ about that with answer

Q: What is the minimum investment amount for Quant Small Cap Fund Direct Plan-Growth?

A: The minimum investment amount for the fund is Rs. 500.

Q: What is the benchmark for Quant Small Cap Fund Direct Plan-Growth?

A: The benchmark for the fund is the Nifty Smallcap 250 Total Return Index.

Q: What is the investment objective of the Quant Small Cap Fund Direct Plan-Growth?

A: The investment objective of the fund is to provide long-term capital growth by investing in a diversified portfolio of equity and equity-related instruments of small-cap companies.

Q: Who is the fund manager of Quant Small Cap Fund Direct Plan-Growth?

A: The fund manager of the fund is Mr. Nilesh Shetty.

Q: What is the risk profile of the Quant Small Cap Fund Direct Plan-Growth?

A: The fund is a high-risk investment due to its focus on small-cap companies, which are known for their high volatility and risk.

Q: What is the exit load for Quant Small Cap Fund Direct Plan-Growth?

A: The exit load for the fund is 1% if redeemed within 1 year from the date of allotment.

Q: What is the tax implication of investing in Quant Small Cap Fund Direct Plan-Growth?

A: The tax implication of investing in the fund is the same as any other equity mutual fund. Short-term capital gains (gains made on investments held for less than one year) are taxed at 15%, while long-term capital gains (gains made on investments held for more than one year) exceeding Rs. 1 lakh are taxed at 10% without indexation.

Q: What is the performance of Quant Small Cap Fund Direct Plan-Growth?

A: As of the date of knowledge cut-off, the fund has delivered a return of 43.31% over the past year, 22.67% over the past three years, and 20.29% over the past five years. Please note that past performance does not guarantee future returns.

Q: Is the Quant Small Cap Fund Direct Plan-Growth suitable for all types of investors?

A: No, the fund is suitable for investors with a high-risk appetite and a long-term investment horizon. Investors should carefully evaluate their investment objectives, risk appetite, and financial situation before investing in this fund.

Q: Can I invest in Quant Small Cap Fund Direct Plan-Growth through SIP mode?

A: Yes, the fund allows investment through the Systematic Investment Plan (SIP) mode, with a minimum investment of Rs. 500.

Q: What is the asset allocation of Quant Small Cap Fund Direct Plan-Growth?

A: The fund invests a minimum of 65% of its assets in equity and equity-related instruments of small-cap companies. The remaining portion of the assets may be invested in debt and money market instruments.

Q: What is the investment strategy of Quant Small Cap Fund Direct Plan-Growth?

A: The fund manager of the Quant Small Cap Fund Direct Plan-Growth uses a bottom-up approach to stock picking, focusing on companies with high growth potential, strong fundamentals, and a competitive advantage. The fund invests in companies across sectors and market capitalizations.

Q: What are the documents required to invest in Quant Small Cap Fund Direct Plan-Growth?

A: To invest in the fund, you will need to submit KYC documents such as PAN card, address proof, and bank account details.

Q: Can I invest in Quant Small Cap Fund Direct Plan-Growth online?

A: Yes, you can invest in the fund online through the fund house's website, or through any of the authorized online investment platforms.

Q: What is the redemption process for Quant Small Cap Fund Direct Plan-Growth?

A: To redeem your investment in the fund, you will need to submit a redemption request online or through the fund house's branch office. The redemption proceeds will be credited to your registered bank account within a few working days.

Q: Is there any lock-in period for Quant Small Cap Fund Direct Plan-Growth?

A: No, there is no lock-in period for the fund. However, investors should have a long-term investment horizon for the best results.

Q: What is the expense ratio for Quant Small Cap Fund Direct Plan-Growth?

A: The expense ratio for the fund is 1.65% as of February 2023.

Q: Can I switch my investment from another fund to Quant Small Cap Fund Direct Plan-Growth?

A: Yes, you can switch your investment from another fund to the Quant Small Cap Fund Direct Plan-Growth. However, switching may be subject to certain charges or conditions, as per the fund house's policy.

Q: How can I track the performance of my investment in Quant Small Cap Fund Direct Plan-Growth?

A: You can track the performance of your investment in the fund through the fund house's website or any authorized online investment platforms. The fund house also sends regular updates on the fund's performance to its investors.

Q: What are the benefits of investing in Quant Small Cap Fund Direct Plan-Growth?

A: The benefits of investing in the fund include the potential for high returns over the long term, diversification across small-cap companies, and professional management of the fund's portfolio. The fund also provides an opportunity to participate in the growth potential of small-cap companies.

Q: What are the risks associated with investing in Quant Small Cap Fund Direct Plan-Growth?

A: The fund is a high-risk investment due to its focus on small-cap companies, which are known for their high volatility and risk. The fund may also be affected by market fluctuations, changes in economic conditions, and other external factors. Investors should carefully evaluate their risk tolerance before investing in this fund.

Q: How is the NAV of Quant Small Cap Fund Direct Plan-Growth calculated?

A: The NAV of the fund is calculated by dividing the total value of the fund's assets by the number of units outstanding. The NAV is calculated at the end of each business day.

Q: Can I nominate a beneficiary for my investment in Quant Small Cap Fund Direct Plan-Growth?

A: Yes, you can nominate a beneficiary for your investment in the fund by filling out the nomination form provided by the fund house. The nomination can be changed at any time during the investment period.

Q: What is the difference between direct and regular plans of Quant Small Cap Fund?

A: The direct plan of the fund is designed for investors who invest directly with the fund house, while the regular plan is designed for investors who invest through an intermediary such as a distributor or broker. The direct plan typically has a lower expense ratio than the regular plan, which translates into higher returns for the investor.

Q: How does the fund select stocks for investment?

A: The fund manager of the Quant Small Cap Fund Direct Plan-Growth uses a bottom-up approach to stock picking, focusing on companies with high growth potential, strong fundamentals, and a competitive advantage. The fund invests in companies across sectors and market capitalizations, but primarily focuses on small-cap companies.

Q: Can I make a lump sum investment in Quant Small Cap Fund Direct Plan-Growth?

A: Yes, you can make a lump sum investment in the fund with a minimum investment of Rs. 500.

Q: What is the investment horizon for Quant Small Cap Fund Direct Plan-Growth?

A: The fund is suitable for investors with a long-term investment horizon of at least 5-7 years. However, investors should carefully evaluate their investment objectives, risk appetite, and financial situation before investing in this fund.

Q: What is the minimum investment amount for Quant Small Cap Fund Direct Plan-Growth?

A: The minimum investment amount for the fund is Rs. 500 for a lump sum investment and Rs. 1,000 for a Systematic Investment Plan (SIP).

Q: What is the Systematic Investment Plan (SIP) facility for Quant Small Cap Fund Direct Plan-Growth?

A: The SIP facility allows investors to invest a fixed amount at regular intervals, such as monthly, quarterly, or annually, in the fund. This allows investors to benefit from rupee cost averaging and eliminates the need to time the market.

Q: What are the tax implications of investing in Quant Small Cap Fund Direct Plan-Growth?

A: The tax implications of investing in the fund depend on the investor's tax bracket and holding period. Short-term capital gains (investments held for less than one year) are taxed at the investor's income tax rate, while long-term capital gains (investments held for more than one year) are taxed at a rate of 10% without indexation or 20% with indexation, whichever is lower. Dividends received from the fund are also subject to dividend distribution tax (DDT).

Q: What is the track record of Quant Small Cap Fund Direct Plan-Growth?

A: The fund was launched in June 2018, so it has a relatively short track record. However, the fund has delivered strong returns since its inception, outperforming its benchmark index and category average.

Q: Who is the fund manager of Quant Small Cap Fund Direct Plan-Growth?

A: The fund manager of the Quant Small Cap Fund Direct Plan-Growth is Mr. Sanjeev Sharma.

Q: How can I contact the fund house for more information about Quant Small Cap Fund Direct Plan-Growth?

A: You can contact the fund house through their website, customer care number, or email address. The fund house also has branch offices across the country, where you can meet with a representative in person.

Q: What is the benchmark index for Quant Small Cap Fund Direct Plan-Growth?

A: The benchmark index for the fund is the Nifty Smallcap 250 Index.

Q: Can I invest in Quant Small Cap Fund Direct Plan-Growth through a Systematic Withdrawal Plan (SWP)?

A: Yes, you can invest in the fund through a Systematic Withdrawal Plan (SWP), which allows you to withdraw a fixed amount at regular intervals. This is useful for investors who want to receive a regular income from their investments.

Q: How can I redeem my investment in Quant Small Cap Fund Direct Plan-Growth?

A: You can redeem your investment in the fund by submitting a redemption request to the fund house either online or offline. The redemption proceeds will be credited to your bank account within a few business days. It is important to note that redemption requests made after the cut-off time will be processed at the NAV of the next business day.

Q: Can I switch my investment from Quant Small Cap Fund Direct Plan-Growth to another fund?

A: Yes, you can switch your investment from the fund to another fund within the same fund house. The switch can be done either online or offline by submitting a switch request to the fund house. There may be exit loads and other charges associated with the switch, so it is important to check with the fund house before making a switch.

Q: Is there any exit load for redemption of units in Quant Small Cap Fund Direct Plan-Growth?

A: Yes, the fund has an exit load of 1% if units are redeemed or switched out within one year from the date of allotment. There is no exit load for units redeemed or switched out after one year.

Q: Can I invest in Quant Small Cap Fund Direct Plan-Growth as a non-resident Indian (NRI)?

A: Yes, NRIs can invest in the fund subject to compliance with the guidelines issued by the Reserve Bank of India (RBI). NRIs can invest in the fund on a repatriable or non-repatriable basis, depending on their investment goals.

Q: What is the expense ratio of Quant Small Cap Fund Direct Plan-Growth?

A: The expense ratio of the fund is subject to change and is disclosed in the Scheme Information Document (SID) and Key Information Memorandum (KIM) of the fund. As of February 2023, the expense ratio of the direct plan of the fund is 1.25%.

Q: How can I track the performance of Quant Small Cap Fund Direct Plan-Growth?

A: You can track the performance of the fund through the fund house's website or mobile app, which provides daily updates on the NAV and performance of the fund. You can also receive updates through email or SMS alerts.

Q: Is there a lock-in period for investments in Quant Small Cap Fund Direct Plan-Growth?

A: No, there is no lock-in period for investments in the fund. You can redeem or switch out your investments at any time, subject to the applicable exit loads and other charges.