Quant Midcap Fund Jumps 8.5% in March– ₹5 Lakh Grows to ₹5.42 Lakh

Quant Mutual Fund’s midcap offering, the Quant Midcap Fund – Direct Plan (Growth), has once again captured attention for its strong performance. As of March 20, 2025, the scheme has delivered an absolute return of 8.5% for the month, significantly outperforming its benchmark, the NIFTY Midcap 150 TRI, which posted a return of 6.59% over the same period.

Snapshot of Returns

An investment of ₹5 lakh at the beginning of the month would have grown to ₹5.42 lakh by 20 March 2025. 

Fund Overview and Key Metrics

As of March 20, 2025, the Net Asset Value (NAV) of the Growth option under the Direct Plan stands at ₹226.42. The fund currently manages Assets under Management (AUM) worth ₹7,615.71 crore, with an expense ratio of 0.62%, making it a competitively priced offering in the midcap category.

Investment Objective and Strategy

The fund aims to achieve capital appreciation and long-term growth opportunities by investing in a diversified portfolio of midcap companies. However, as with any investment product, it is important to note that there is no assurance that the investment objective will be achieved.

Minimum Investment and Exit Load

The scheme has a minimum investment requirement of ₹5,000, with additional investments allowed from ₹1,000 onwards. The Systematic Investment Plan (SIP) option also starts from ₹1,000. Investors should note that the scheme attracts an exit load of 0.50% if redeemed within 3 months from the date of investment.

Conclusion

With a sharp 8.5% return in just 20 days, the fund has outshone its benchmark in March 2025. It continues to draw interest for its dynamic midcap approach.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund investments in the securities market are subject to market risks, read all the related documents carefully before investing.