Quant Large and Mid Cap Fund (B)

Large & Mid Cap Fund

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NAV
104.94(0.78%)
Fund Size (CR)
₹3,069.91
Expense Ratio
1.97
Scheme Type
Active Fund
Value Research
-

Min. investment
₹5,000
Minimum Additional Investment
₹5,000
Minimum SIP Investment
₹
Minimum Withdrawal
₹1
Exit Load
1%
Return Since Launch
12.81%

Absolute Return: -7.98%

Annualized Return: 0%

Basic Details

Scheme Manager

Sandeep Tandon

Bench Mark

Nifty LargeMidcap 250 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	March 10, 2026	9929.84	-0.70%	-	-3.00%	5/144
1 Month	February 17, 2026	9566.01	-4.34%	-	-7.54%	5/144
3 Month	December 17, 2025	9129.47	-8.71%	-	-6.92%	133/144
6 Month	September 17, 2025	9104.53	-8.95%	-	-7.47%	111/144
1 Year	March 17, 2025	10115.36	1.15%	1.15%	8.92%	133/138
3 Year	March 17, 2023	15161.88	51.62%	14.87%	17.61%	102/120
5 Year	March 17, 2021	20398.13	103.98%	15.31%	15.01%	57/119
Since Inception	January 9, 2007	101085.04	910.85%	12.81%	12.76%	102/144

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	April 1, 2025	1,20,000	112328.65	-6.39%	-6.39%
3 Year	April 3, 2023	3,60,000	366984.43	1.94%	0.64%
5 Year	April 1, 2021	6,00,000	751927.10	25.32%	4.62%
10 Year	April 1, 2016	12,00,000	2515863.51	109.66%	7.68%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

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Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1

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Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.68%

Standard Deviation

1.12%

Beta

0.61%

Sharpe Ratio

-0.03%

Treynor's Ratio

-4.83%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
HDFC Bank	9.21%	3185547	282.80	Equity	Banks
Aurobindo Pharma	7.92%	1993426	243.28	Equity	Pharmaceuticals
Samvardh. Mothe.	7.67%	17661150	235.49	Equity	Auto Ancillaries
Lloyds Metals	7.03%	1749659	215.73	Equity	Mining & Mineral products
Reliance Industr	5.81%	1280040	178.42	Equity	Refineries
Adani Power	5.58%	12225000	171.28	Equity	Power Generation & Distribution
Adani Enterp.	2.89%	410770	88.80	Equity	Trading
HDFC Life Insur.	2.83%	1213900	86.83	Equity	Insurance
K P R Mill Ltd	2.67%	914615	82.11	Equity	Readymade Garments/ Apparells
Britannia Inds.	2.51%	128544	77.16	Equity	FMCG

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
HSBC Large & Mid Cap Fund - Direct (IDCW)	4706.03	-7.39%	-4.71%	-7.60%	15.62%	20.26%
HSBC Large & Mid Cap Fund - Direct (G)	4706.03	-7.39%	-4.71%	-7.60%	15.62%	20.26%
Motilal Oswal Large and Midcap Fund - Dir (IDCW)	15017.31	-4.95%	-4.47%	-10.97%	15.38%	24.48%
Motilal Oswal Large and Midcap Fund - Dir (G)	15017.31	-4.95%	-4.47%	-10.97%	15.38%	24.48%
Helios Large & Mid Cap Fund - Direct (G)	739.22	-8.19%	-7.20%	-6.95%	15.20%	-

List of Schemes under Quant Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Quant Multi Cap Fund	Equity	Very High	1.72%	1	₹7,273.84
Quant Large Cap Fund	Equity	Very High	8.28%	3	₹3,023.10
Quant Large and Mid Cap Fund	Equity	Very High	2.44%	2	₹3,069.91
Quant Mid Cap Fund	Equity	Very High	-0.08%	3	₹7,341.39
Quant Small Cap Fund	Equity	Very High	4.44%	4	₹27,653.65
Quant Value Fund	Equity	Very High	12.09%	2	₹1,602.38
Quant Focused Fund	Equity	Very High	4.58%	4	₹826.63
Quant Infrastructure Fund	Equity	Very High	4.16%	2	₹2,869.01
Quant ESG Integration Strategy Fund	Equity	Very High	7.3%	0	₹256.90
Quant Quantamental Fund	Equity	Very High	11.08%	0	₹1,563.49
Quant Business Cycle Fund	Equity	Very High	2.42%	0	₹968.94
Quant BFSI Fund	Equity	Very High	30.16%	0	₹771.00
Quant Healthcare Fund	Equity	Very High	9.09%	0	₹350.44
Quant Manufacturing Fund	Equity	Very High	0.41%	0	₹641.87
Quant Teck Fund	Equity	Very High	-20.79%	0	₹225.76
Quant Momentum Fund	Equity	Very High	5.56%	0	₹1,318.45
Quant Commodities Fund	Equity	Very High	4.9%	0	₹309.60
Quant Consumption Fund	Equity	Very High	-7.07%	0	₹188.21
Quant PSU Fund	Equity	Very High	3.53%	0	₹484.62
Quant ELSS Tax Saver Fund	Equity	Very High	11.99%	3	₹12,079.80
Quant Overnight Fund	Debt	Low	5.37%	5	₹54.29
Quant Liquid Plan	Debt	Moderately Low	6.24%	2	₹1,261.45
Quant Gilt Fund	Debt	Moderate	3.88%	4	₹99.27
Quant Aggressive Hybrid Fund	Hybrid	Very High	11.47%	2	₹1,990.39
Quant Dynamic Asset Allocation Fund	Hybrid	Very High	5.8%	0	₹953.03
Quant Multi Asset Allocation Fund	Hybrid	Very High	25.8%	2	₹4,925.89
Quant Arbitrage Fund	Hybrid	Low	0%	0	₹293.93
Quant Flexi Cap Fund	Equity	Very High	7.97%	2	₹6,353.92

News

Quant Mutual Fund announces change in fund manager under its schemes

Quant Mutual Fund has announced change in fund manager under the following schemes, With effect from 20 February 2026.

Change in Fund Manager:

Scheme Name	Existing Money Managers [Fund Managers]	Revised Money Managers [Fund Managers]
Quant Aggressive Hybrid Fund	- Sandeep Tandon - Ankit Pande - Lokesh Garg - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma	- Sandeep Tandon - Ankit Pande - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma - Jignesh Shah
Quant Business Cycle Fund	- Sandeep Tandon - Ankit Pande - Lokesh Garg - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma	- Sandeep Tandon - Ankit Pande - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma - Jignesh Shah
Quant Flexi Cap Fund	- Sandeep Tandon - Ankit Pande - Lokesh Garg - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma	- Sandeep Tandon - Ankit Pande - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma - Jignesh Shah
Quant Focused Fund	- Sandeep Tandon - Ankit Pande - Lokesh Garg - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma	- Sandeep Tandon - Ankit Pande - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma - Jignesh Shah
Quant Infrastructure Fund	- Sandeep Tandon - Ankit Pande - Lokesh Garg - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma	- Sandeep Tandon - Ankit Pande - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma - Jignesh Shah
Quant Large Cap Fund	- Sandeep Tandon - Ankit Pande - Lokesh Garg - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma	- Sandeep Tandon - Ankit Pande - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma - Jignesh Shah
Quant Manufacturing Fund	- Sandeep Tandon - Ankit Pande - Lokesh Garg - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma	- Sandeep Tandon - Ankit Pande - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma - Jignesh Shah
Quant Multi Cap Fund	- Sandeep Tandon - Ankit Pande - Lokesh Garg - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma	- Sandeep Tandon - Ankit Pande - Varun Pattani - Ayusha Kumbhat - Yug Tibrewal - Sameer Kate - Sanjeev Sharma - Jignesh Shah
Quant Gilt Fund	- Sanjeev Sharma - Harshvardhan Bharatia	- Sanjeev Sharma - Haroonvardhan Sirohi
Quant Liquid Fund	- Sanjeev Sharma - Harshvardhan Bharatia	- Sanjeev Sharma - Haroonvardhan Sirohi
Quant Overnight Fund	- Sanjeev Sharma - Harshvardhan Bharatia	- Sanjeev Sharma - Haroonvardhan Sirohi
Quant Arbitrage Fund	- Sameer Kate - Yug Tibrewal - Sanjeev Sharma	- Sameer Kate - Yug Tibrewal - Sanjeev Sharma - Harshvardhan Bharatia

Powered by Capital Market - Live News

Quant Mutual Fund announces change in Key Personnel
Quant Mutual Fund has announced that, Mr. Mahendra Kumar Jajoo (DIN: 06966229) has been appointed as Whole Time Director on the Board of quant Money Managers Limited (Asset Management Company to the Fund) with effect from January 14, 2026.
Details of Mr. Mahendra Kumar Jajoo
Age: 57 years
Designation: Whole Time Director
Qualification: B. Com, ACA, ACS, CFA (USA)
Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

November 20, 2006

Total AUM (Cr)

₹3069.91

Quant Large and Mid Cap Fund (B) is an Large & Mid Cap Fund-oriented fund from the renowned AMC, Quant Mutual Fund. Launched in November 20, 2006, this fund is managed by Sandeep Tandon. With assets under management (AUM) worth ₹3,069.91 (Cr), as of March 18, 2026, Quant Large and Mid Cap Fund (B) is categorized as a Large & Mid Cap Fund within its segment. The fund has generated a return of 12.81% since its launch.
The current NAV of Quant Large and Mid Cap Fund (B) is ₹104.94, as on March 18, 2026. The fund's benchmark index is Nifty LargeMidcap 250 TRI. You can invest in Quant Large and Mid Cap Fund (B) via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 14.87% and 15.31% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 70.23% in Equity, 29.84% in Debt and -0.07% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 32.66% in Debt, 30.29% in Others, 8.16% in Power, 7.92% in Pharmaceuticals & Biotech, 6.56% in Auto Components

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