Publish Date:
Quantum Mutual Fund introduces – Quantum Small Cap Fund, it is an open-ended equity scheme predominantly investing in Small Cap stocks.
Accordingly, 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.
The newly launched Quantum Small Cap Fund is a high-conviction portfolio, adequately diversified portfolio of quality small cap companies, it offers investors of the Fund with an exposure to a portfolio that adheres to fund mandate. The fund house states, it’s time to choose a Small Cap with a Big Difference.
[Read: Want to Invest in Small caps? Manage the Risk and Reward Well]
Under normal circumstances, Quantum Small Cap Fund will hold an allocation of 65% to 100% in Equity & Equity Related Instruments of Small Cap Companies, 0% to 35% in Equity & Equity Related Instruments of Companies other than Small Cap Companies, and 0% to 35% in Debt and Money Market Instruments.
As per the Scheme Information Document, Quantum Small Cap Fund seeks to generate capital appreciation by building and maintaining a diversified portfolio, predominantly of Small Cap stocks.
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The investment strategy of the Scheme will be to follow a bottom-up approach and invest in a basket of stocks after using intensive fundamental analysis, both quantitative and qualitative, monitor the portfolio actively but not so as to engage in excessive trading, and control risk by keeping the portfolio adequately diversified (both in terms of the sectors included in the portfolio as well as with respect to the level of concentration of any particular investment.
Quantum Small Cap Fund performance will be benchmarked against S&P BSE 250 SmallCap TRI
The scheme will be managed by Mr Chirag Mehta and Ms Abhilasha Satale.
The NFO opens for subscription on October 16, 2023 and closes on October 27, 2023. The schemes will reopen for continuous sale and repurchase on November 10, 2023.
The minimum subscription amount is Rs 500/- and in multiples of Re.1/- thereof.
The scheme offers Regular Plan and Direct Plan each plan offers Growth option only.
To Know more about Quantum Small Cap Fund, Please click here…