Can I invest in SIP and Lumpsum in Quant Mid Cap Fund - Direct (IDCW) Direct Growth?

Yes, you can invest both lumpsum and SIP in Quant Mid Cap Fund - Direct (IDCW). Minimum lumpsum investment Quant Mid Cap Fund - Direct (IDCW) is ₹5,000 and minimum SIP amount is ₹1,000 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Quant Mid Cap Fund - Direct (IDCW) Direct Growth?

The latest NAV ( Net Asset Value ) of Quant Mid Cap Fund - Direct (IDCW) is Quant Mid Cap Fund - Direct (IDCW) is ₹82.96 as on 2025-04-21.

Which are the biggest stock holdings of Quant Mid Cap Fund - Direct (IDCW)?

The 5 biggest stock holdings of Quant Mid Cap Fund - Direct (IDCW) are: Reliance Industr (9.95%), Aurobindo Pharma (8.29%), IRB Infra.Devl. (6.91%), Container Corpn. (6.77%), Marico (6.24%)

What are the top sectors Quant Mid Cap Fund - Direct (IDCW) invests in?

A majority of Quant Mid Cap Fund - Direct (IDCW) 's AUM worth ₹8,355.95 (Cr) is invested in these 3 top sectors: Petroleum Products : 10.28% Pharmaceuticals & Biotech : 10.17% Ferrous Metals : 9.57%

Mutual Funds
AMC
Quant Mid Cap Fund - Direct (IDCW)

Quant Mid Cap Fund - Direct (IDCW)

Mid Cap Fund

Invest Now

NAV
82.96(1.33%)
Fund Size (CR)
₹8,355.95
Expense Ratio
0.63
Scheme Type
Active Fund
Value Research

Min. investment
₹5,000
Minimum Additional Investment
₹5,000
Minimum SIP Investment
₹1,000
Minimum Withdrawal
₹1
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0.5%
Return Since Launch
17.90%

Absolute Return: -1.66%

Annualized Return: 0%

Basic Details

Scheme Manager

Sandeep Tandon

Bench Mark

Nifty Midcap 150 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	9 April 2025	10575.98	5.76%	-	6.18%	100/123
1 Month	17 March 2025	10788.19	7.88%	-	6.43%	19/123
3 Month	17 January 2025	9636.91	-3.63%	-	-4.59%	43/119
6 Month	17 October 2024	8868.86	-11.31%	-	-11.34%	60/119
1 Year	16 April 2024	9685.24	-3.15%	-3.15%	8.85%	116/119
3 Year	13 April 2022	16618.54	66.19%	18.36%	18.17%	43/103
5 Year	17 April 2020	45661.65	356.62%	35.47%	29.46%	4/99
Since Inception	7 January 2013	75559.23	655.59%	17.90%	18.81%	73/123

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	2 May 2024	1,20,000	112822.76	-5.98%	-5.98%
3 Year	2 May 2022	3,60,000	471883.99	31.08%	9.44%
5 Year	4 May 2020	6,00,000	1131950.73	88.66%	13.54%
10 Year	4 May 2015	12,00,000	3910033.35	225.84%	12.54%

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%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

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

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

5.25%

Standard Deviation

0.97%

Beta

0.70%

Sharpe Ratio

-0.02%

Treynor's Ratio

-0.97%

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
Reliance Industr	9.95%	6521700	831.58	Equity	Refineries
Aurobindo Pharma	8.29%	5969000	692.70	Equity	Pharmaceuticals
IRB Infra.Devl.	6.91%	127785074	577.08	Equity	Infrastructure Developers & Operators
Container Corpn.	6.77%	8182000	565.87	Equity	Logistics
Marico	6.24%	8007102	521.78	Equity	Edible Oil
Tata Comm	5.74%	3041072	479.94	Equity	Telecomm-Service
Lloyds Metals	5.66%	3671000	472.55	Equity	Mining & Mineral products
ITC	4.80%	9787200	401.03	Equity	Tobacco Products
Linde India	3.59%	478750	299.57	Equity	Chemicals
Bharat Forge	3.34%	2390500	279.49	Equity	Castings, Forgings & Fastners

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Quant Mid Cap Fund - Direct (IDCW)	8355.95	7.88%	-3.63%	-11.31%	-3.15%	18.36%
Invesco India Midcap Fund - Direct (G)	5779.32	8.01%	-4.07%	-8.00%	19.86%	22.67%
Invesco India Midcap Fund - Direct (IDCW)	5779.32	7.95%	-4.12%	-8.04%	19.79%	22.62%
Edelweiss Mid Cap Fund - Direct (IDCW)	8633.85	7.94%	-4.31%	-8.94%	17.14%	23.14%
Edelweiss Mid Cap Fund - Direct (G)	8633.85	7.94%	-4.31%	-8.94%	17.14%	23.13%
Motilal Oswal Midcap Fund-Dir (G)	26028.34	2.19%	-9.64%	-15.32%	14.79%	25.84%

List of Schemes under Quant Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
Quant Active Fund	Equity	Very High	-6.51%	1	₹9,389.39
Quant Large Cap Fund	Equity	Very High	-3.17%	0	₹2,434.44
Quant Large and Mid Cap Fund	Equity	Very High	-2.51%	4	₹3,518.89
Quant Mid Cap Fund	Equity	Very High	-3.15%	4	₹8,355.95
Quant Small Cap Fund	Equity	Very High	-1.85%	5	₹24,892.62
Quant Value Fund	Equity	Very High	-4.93%	3	₹1,674.71
Quant Focused Fund	Equity	Very High	-3.84%	5	₹1,013.18
Quant Infrastructure Fund	Equity	Very High	-10.2%	3	₹3,158.34
Quant ESG Equity Fund	Equity	Very High	2.06%	0	₹277.36
Quant Quantamental Fund	Equity	Very High	-6.24%	0	₹1,891.54
Quant Business Cycle Fund	Equity	Very High	-2.05%	0	₹1,237.93
Quant BFSI Fund	Equity	Very High	-0.85%	0	₹560.08
Quant Healthcare Fund	Equity	Very High	6.68%	0	₹369.93
Quant Manufacturing Fund	Equity	Very High	-2.68%	0	₹826.48
Quant Teck Fund	Equity	Very High	-0.74%	0	₹373.03
Quant Momentum Fund	Equity	Very High	-1.74%	0	₹1,671.54
Quant Commodities Fund	Equity	Very High	4.64%	0	₹368.02
Quant Consumption Fund	Equity	Very High	-1.69%	0	₹271.84
Quant PSU Fund	Equity	Very High	-3.29%	0	₹699.38
Quant ELSS Tax Saver Fund	Equity	Very High	-6.56%	4	₹10,404.84
Quant Overnight Fund	Debt	Low	6.7%	5	₹108.86
Quant Liquid Plan	Debt	Moderately Low	7.33%	2	₹1,691.20
Quant Gilt Fund	Debt	Moderate	10.02%	5	₹135.19
Quant Absolute Fund	Hybrid	Very High	-0.63%	4	₹2,000.44
Quant Dynamic Asset Allocation Fund	Hybrid	Very High	-0.07%	0	₹1,199.42
Quant Multi Asset Fund	Hybrid	Very High	4.59%	5	₹3,182.56
Quant Arbitrage Fund	Hybrid	Low	0%	0	₹0.00
Quant Flexi Cap Fund	Equity	Very High	-1.81%	3	₹6,712.15

News

Quant Mutual Fund announces change in Exit Load Structure

Quant Mutual Fund has announced change in exit load structure under following scheme stands revised with effect from 21 April 2025

Change in Exit Load:

Name of the Scheme	Existing Exit Load Structure	Revised Exit Load Structure
quant Manufacturing Fund quant Momentum Fund quant Multi Asset Fund Allocation quant Dynamic Asset Allocation Fund quant Commodities Fund quant Absolute Fund quant PSU Fund quant Consumption Fund quant Flexi Cap Fund quant Focused Fund quant Healthcare Fund quant Large and Mid-Cap Fund quant Large Cap Fund quant Quantamental Fund quant Value Fund quant Business Cycle Fund quant Teck Fund quant Active Fund quant ESG Equity Fund quant BFSI Fund	For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1%	-For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1% No exit load shall be applicable on switches from Regular Plan to Direct Plan and vice versa, under the same scheme.
quant Mid Cap Fund quant Infrastructure Fund	For redemptions / switch outs (including SIP/STP) within 3 months from the date of allotment of units, irrespective of the amount of investment: 0.5%	For redemptions / switch outs (including SIP/STP) within 3 months from the date of allotment of units, irrespective of the amount of investment: 0.5% No exit load shall be applicable on switches from Regular Plan to Direct Plan and vice versa, under the same scheme.
quant Liquid Fund	lnvestor exit upon subscription / switch-In Exit Load as a % of redemption Proceeds Day 1 0.0070% Day 2 0.0065% Day 3 0.0060% Day 4 0.0055% Day 5 0.0050% Day 6 0.0045% Day 7 onwards 0.0000%	lnvestor exit upon subscription / switch-In Exit Load as a % of redemption Proceeds Day 1 0.0070% Day 2 0.0065% Day 3 0.0060% Day 4 0.0055% Day 5 0.0050% Day 6 0.0045% Day 7 0.0000% onwards No exit load shall be applicable on switches from Regular Plan to Direct Plan, under the same scheme.
quant ELSS Tax Saver Fund	NIL. However, the scheme has lock-in period of 3 years.	-NIL. However, the scheme has lock-in period of 3 years. No exit load shall be applicable on switches from Regular Plan to Direct Plan and vice versa, under the same scheme.
quant Arbitrage Fund	0.25% if redeemed/switched out on or before completion of 1 month from the date of allotment of units. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment.	0.25% if redeemed/switched out on or before completion of 1 month from the date of allotment of units. No Exit Load is payable if Units are redeemed / switched-out after 1 month from the date of allotment. No exit load shall be applicable on switches from Regular Plan to Direct Plan and vice versa, under the same scheme.
quant Small Cap Fund	For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1%	For redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment: 1% No exit load shall be applicable on switches from Regular Plan to Direct Plan and vice versa, under the same scheme.

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Quant Mutual Fund announces change in Key Personnel
Quant Mutual Fund has announced that Mr. Sameer Kate has been appointed as an Independent Director on the Board of the Trustee Company with effect from January 09, 2025.
Details of Mr. Sameer Kate,
Age: 55 years
Designation: Fund Manager-Equity,
Qualification:' Bachelor of Computer Science ' MBA from IME Pune
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Quant MF announces change in benchmark index under its schemes

Quant Mutual Fund has announced change in the benchmark of Quant Teck Fund Fund with effect from November 05, 2024

Change in name of Benchmark of Quant Teck Fund

Scheme Name	Existing Benchmark	Revised 1st Tier Benchmark
Quant Teck Fund	BSE Teck TRI	Nifty IT TRI
Quant PSU Fund	BSE PSU TRI	Nifty PSE TRI
Quant Consumption Fund	BSE Consumer Discretionary Index TRI	Nifty India Consumption TRI
Quant Healthcare Fund	BSE Healthcare Index TRI	Nifty Healthcare TRI
Quant Dynamic Asset Allocation Fund	CRISIL Hybrid 50+50 - Moderate Index	Nifty 50 Hybrid Composite debt 50:50 Index
Quant Absolute Fund	CRISIL Hybrid 35+65 - Aggressive Index	Nifty 50 Hybrid Composite debt 65:35 Index

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Fund House Details & Investment Objective

Date of Incorporation

1 January 2013

Total AUM (Cr)

₹8355.95

Quant Mid Cap Fund - Direct (IDCW) is an Mid Cap Fund-oriented fund from the renowned AMC, Quant Mutual Fund. Launched in 1 January 2013, this fund is managed by Sandeep Tandon. With assets under management (AUM) worth ₹8,355.95 (Cr), as of 21 April 2025, Quant Mid Cap Fund - Direct (IDCW) is categorized as a Mid Cap Fund within its segment. The fund has generated a return of 17.90% since its launch.
The current NAV of Quant Mid Cap Fund - Direct (IDCW) is ₹82.96, as on 21 April 2025. The fund's benchmark index is Nifty Midcap 150 TRI. You can invest in Quant Mid Cap Fund - Direct (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹1,000 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
0.50% - for redemption within 90 daysNil - for redemption after 90 days The fund has generated 18.36% and 35.47% 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 88.08% in Equity, 11.11% in Debt and 0.81% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 10.28% in Petroleum Products, 10.17% in Pharmaceuticals & Biotech, 9.57% in Ferrous Metals, 8.88% in Debt, 7.26% in Construction

FAQs

How to Invest in Quant Mid Cap Fund - Direct (IDCW) Direct Growth?

Quant Mid Cap Fund - Direct (IDCW) is a popular fund in the Mid Cap Fund segment. The fund has generated a return of 17.90% since inception. Looking to invest in Quant Mid Cap Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Quant Mid Cap Fund - Direct (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, Quant Mid Cap Fund - Direct (IDCW)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Quant Mid Cap Fund - Direct (IDCW) today and reap the benefits of this Mid Cap Fund fund!

How much returns has Quant Mid Cap Fund - Direct (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, Quant Mid Cap Fund - Direct (IDCW) has generated annualised return of -3.15%. In the long-term, the fund has generated 18.36% and 35.47% in 3 and 5 years respectively. Since its inception, the fund has generated 17.90% returns.

What is the expense ratio of Quant Mid Cap Fund - Direct (IDCW) Direct Growth?

The expense ratio of Quant Mid Cap Fund - Direct (IDCW) Direct Growth is 0.63%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Quant Mid Cap Fund - Direct (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of Quant Mid Cap Fund - Direct (IDCW) is ₹8,355.95 (Cr) as of 2025-04-21 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Quant Mid Cap Fund - Direct (IDCW) Direct Growth?

Redeeming or selling units of Quant Mid Cap Fund - Direct (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from Quant Mid Cap Fund - Direct (IDCW):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case Quant Mid Cap Fund - Direct (IDCW)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).