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Jimmy's Vision

When is the market going to start giving returns in midcap and smallcap schemes? What is the exact problem right now?
With reference to your query on returns from mid-cap and small-cap schemes, there was a significant rally in mid-cap and small-cap stocks from 2013, primarily driven by higher flows. Earnings growth was very weak and the entire rally was based on PE expansion. Since then there has been a meaningful correction but valuations still look expensive. Midcap and small-cap stock may continue to underperform their large cap peers in the near term where quality of management is a lot better with proven business models.

Disclaimer:

Risk Factors: Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Please visit - www.QuantumMF.com to read Scheme Specific Risk Factors. Investors in the Scheme(s) are not being offered a guaranteed or assured rate of return and there can be no assurance that the scheme's objective will be achieved and the NAV of the scheme(s) may go up or down depending upon the factors and forces affecting securities markets. Investment in mutual fund units involves investment risks such as trading volumes, settlement risk, liquidity risk, default risk including possible loss of capital. Past performance of the Sponsor / AMC/ Mutual Fund does not indicate the future performance of the Scheme(s). Statutory Details: Quantum Mutual Fund (the Fund) has been constituted as a Trust under the Indian Trusts Act, 1882. Sponsor: Quantum Advisors Private Limited. (liability of Sponsor limited to Rs. 1,00,000/-) Trustee: Quantum Trustee Company Private Limited. Investment Manager: Quantum Asset Management Company Private Limited (AMC). The Sponsor, Trustee and Investment Manager are incorporated under the Companies Act, 1956.