Quantum recognizes that Small Cap Funds with large AUM can become over-diversified, may face issues of illiquidity that can have a negative impact on performance. The Quantum Small Cap Fund is a high-conviction, adequately diversified portfolio of quality small cap companies, with a commitment that every investor of the Fund will get exposure to a portfolio that adheres to fund mandate. It is time to choose a Small Cap with a Big Difference.
An Open-Ended Equity Scheme Predominantly Investing in Small Cap Stocks
Small Cap stocks have the potential to create wealth and generate alpha as these are under-researched, generally often mis-priced, innovative, or niche businesses with a long growth runway and scope to increase market share. From the many Small Cap funds available today – the right Fund is one which prioritizes liquidity and does not stray from its mandate. Quantum recognizes that Small Cap Funds with large AUM can become over-diversified, may face issues of illiquidity that can have a negative impact on performance. The Quantum Small Cap Fund is a high-conviction, adequately diversified portfolio of quality small cap companies, with a commitment that every investor of the Fund will get exposure to a portfolio that adheres to fund mandate.
QUANTUM SMALL CAP FUND (NFO) Details
|NFO Open||16 Oct 2023|
|NFO Close||27 Oct 2023|
|NFO Re-Open||10 Nov 2023|
|Purchase Mode||Lumpsum & SIP both|
|Minimum Application Amount||₹500/- and any amount thereafter|
|Benchmark||S&P BSE 250 Small Cap TRI|
|Fund Manager||Chirag Mehta & Abhilasha Satale|
QUANTUM SMALL CAP FUND (NFO) Objectives
- Long term capital appreciation
- Investment in Small Cap Stock
- 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 product labeling assigned during the NFO is
QUANTUM SMALL CAP FUND (NFO) Investment strategy
The Fund seeks to generate capital appreciation by building and maintaining a diversified portfolio, predominantly of Small Cap stocks. The Fund might also have exposure to other equity & equity related instruments depending on the opportunities that broad equity markets provide from time to time. On defensive or liquidity considerations, the Fund may also invest in debt and money market instruments. Equities have the potential to generate higher returns than most other asset classes over a longer period of time. In equities, Small Cap Companies are potential mid / large caps of tomorrow. These companies offer high growth potential investment opportunity as compared to large cap and mid cap companies due to its differentiated product or market segment providing an ability to gain market share and a smaller base of operation with the potential to expand over a period of time. Also, many such companies are relatively lesser known by market participants and hence lack sufficient price discovery, room for P/E expansion as the company grows over a period of time, both present an investment opportunity from a valuation standpoint. The investment strategy of the Scheme will be to 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).
Risk Discloser – MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY. The Scheme being sectoral in nature carries higher risks versus diversified equity mutual funds on account of concentration and sector specific risks. Investors should consult their financial advisers, if in doubt about whether the product is suitable for them. The product labeling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made.