Quantum Small Cap Fund NFO: Essential details you need to know

18 Oct 2023 , 12:44 PM

Quantum Mutual Fund is launching NFO under its “equity category”, named as Quantum Small Cap Fund. The investment objective of the scheme is to generate capital appreciation by investing predominantly in small cap stocks. 

Investment strategy: 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.

Asset allocation: The scheme will invest in a basket of securities of small-cap companies with a market capitalization below 5000 crore.

Who should invest?

Investors with very high risk appetite and want to invest for 7 to 10 years to diversify their portfolio in small cap companies should invest in Quantum Small Cap Fund. 

Risk associated: Very high level of risk.

Benchmark: S&P BSE 250 Small Cap TRI.

Fund Managers: Mr. Chirag Mehta and Ms. Abhilasha Satale.

The NFO is available for subscription from October 16 to October 27. The schemes will reopen for continuous sale and repurchase within five Business Days from the date of allotment. The fund offers systematic investment solutions like SIP and SWP to create a flexible investment plan. The minimum subscription amount is Rs 500/- and in multiples of any amount thereafter. 

It offers Regular Plan and Direct Plan. Each plan offers Growth and Income options. Click here to invest in Quantum Small Cap Fund.