Mutual funds, especially through Systematic Investment Plans (SIPs), have become a popular and lucrative option for long-term investment and savings. In comparison to traditional options like Fixed Deposits (FDs), savings accounts, and postal schemes, mutual funds tend to offer higher returns, albeit with a certain level of risk. For those seeking impressive returns on their investment, the Quant Small Cap Fund emerges as a noteworthy option, promising substantial returns on monthly SIP investments.
Quant Small Cap Fund Performance
This small-cap equity fund has demonstrated remarkable performance, providing investors with double returns on their monthly SIP investment of INR 10,000 within a span of five years. From February 10, 2019, to February 10, 2024, the fund has yielded a return of INR 13 lakh on an investment of INR 6 lakh. This impressive performance translates to an extended internal return rate of 49% and a Compound Annual Growth Rate (CAGR) of 59%. The fund appears to be a favorable choice for investors seeking substantial returns over a 3-5 year horizon.
Key Highlights
Robust Returns: The fund has delivered returns that outpace other investment avenues, making it an attractive choice for those seeking aggressive returns.
Investment Period: The investment period of five years showcases the fund’s ability to generate wealth over a relatively short span.
Risk Factor: Being an equity-based fund, the Quant Small Cap Fund carries a higher risk, aligning with its potential for higher returns.
About Quant Small Cap Fund
The Quant Small Cap Fund is an equity small-cap direct plan, presenting investors with a high-risk, high-reward investment opportunity. With a minimum investment limit of INR 5,000, it allows for SIPs starting at a minimum of INR 1,000 per month. Launched on January 7, 2013, the fund boasts an expense ratio of 0.77% as of January 31, 2024. As an open-ended fund, investors have the flexibility to enter or exit their positions at any time.
For those willing to navigate the inherent risks associated with equity investments, the Quant Small Cap Fund emerges as a potential wealth-building tool. The fund’s impressive track record of delivering substantial returns on monthly SIP investments positions it as an attractive option for investors seeking long-term capital appreciation. As with any investment decision, it is essential for investors to conduct thorough research and consider their risk tolerance before making financial commitments.