heading
₹ 11.7000
₹ 0.4000 (3.54%)
per unit as on 01/04/2026
About The Fund
Small Cap stocks have the potential to create wealth as these are under-researched, generally often mis-priced, innovative, or niche businesses with a long growth runway and scope to increase market share. From the many Small Cap funds available today - the right Fund is one which prioritizes liquidity and does not stray from its mandate.
Quantum recognizes that Small Cap Funds with large AUM can become over-diversified and may face issues of illiquidity that can have a negative impact on performance. The Quantum Small Cap Fund is a high-conviction, adequately diversified portfolio of quality small cap companies, with a commitment that every investor of the Fund will get exposure to a portfolio that adheres to fund mandate. It is time to choose a Small Cap with a Big Difference.
5 Reasons to Invest in the Quantum Small Cap Fund
1. True to Label Fund - Disciplined about fund capacity to prevent large size becoming a hindrance to performance
2. Prioritizes Liquidity – Minimum Rs. 2CR Average Value per day in all stocks
3. High-Conviction Portfolio – Of 25 to 60 Stocks for optimal diversification to avoid becoming a “Closet” Small Cap Index
4. Agile Portfolio Construction – Track Record since 2006 of judiciously building portfolios
5. Ensures Limited Ownership – General limit of 5% of market capitalisation holding in all stocks
Portfolio
Investment Approach
Bottom-up Stock Selection Process - Investors get best of bottom-up ideas with a risk control measurement for each sector.
~1080 stocks
ADDRESSABLE
UNIVERSE*
- Market cap of Rs 400 cr to 24,950 cr & average volume above ~INR 2cr
- Data as on February 29, 2024.
~450 stocks
PARAMETERS
BASED SCREENING
- Screening of stocks based on potential for growth, good capital allocation, sustainable business model, high standards of corporate governance
- Idea generation supported by external sources like independent research and broker reports etc.
~250 stocks
GARP BASED
SCREENING
- Analysts study stocks in their sector, travel, prepare detailed 5 yr projections
- Regular research meetings to review ideas & approve stocks for database
- All stocks reviewed within 180 days
25 to 60 stocks
PORTFOLIO
- Portfolio of stocks with broad exposure to various sectors
- Trust the managements or founders
- Reflects three broad themes: domestic consumption, exports & infrastructure development.
Fund Features
Investment Objective
The Investment Objective of the Scheme to generate capital appreciation by investing predominantly in Small Cap Stocks. There is no assurance that the investment objective of the scheme will be achieved.
Benchmark
BSE 250 Small Cap TRI
Type of Scheme
An Open-Ended Equity Scheme Predominantly Investing in Small Cap Stocks
Plans Available
Direct Plan and Regular Plan with Growth option
Minimum Application Amount
Lumpsum - 500
SIP - 100 (Daily) & 500 (Weekly, Fortnightly, Monthly & Quarterly)
Fund Managed By
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Funds Managed:
Qualification:
- CAIA (Chartered Alternative Investment Analyst), and Masters in Management Studies in Finance
Funds Managed:
- Abhilasha Satale has more than 18 years of experience in Indian Capital Markets as an Analyst and Senior Research Manager.
Qualification:
- Masters in Business Administration
How To Invest
Invest Online in 3 easy steps. Click here to Get Started and plan your Asset Allocation!
Product Label
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Name of the Scheme and Benchmark
Quantum Small Cap Fund
(An Open Ended-Equity Scheme Predominantly Investing in Small Cap Stocks)Tier I Benchmark: BSE 250 SmallCap TRI
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This product is suitable for investors who are seeking*
• Long term capital appreciation
• Investment in Small Cap Stock -
Risk-o-meter of Scheme
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Risk-o-meter of Tier-I Benchmark
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
