Quant Small Cap Fund SIP Calculator
Calculate historical returns and project future compounding for Quant Small Cap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Small Cap
AUM
₹35,557 Cr
Expense Ratio
0.93%
Fund Manager
Ankit Pande, Vasav Sahgal
Quant Small Cap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 17.1% CAGR | 5 Years @ 18.7% CAGR | 10 Years @ 20.7% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹47,240 Invested: ₹36,000 | ₹99,756 Invested: ₹60,000 | ₹3,99,144 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,18,100 Invested: ₹90,000 | ₹2,49,389 Invested: ₹1,50,000 | ₹9,97,859 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,36,200 Invested: ₹1,80,000 | ₹4,98,779 Invested: ₹3,00,000 | ₹19,95,718 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹4,72,400 Invested: ₹3,60,000 | ₹9,97,558 Invested: ₹6,00,000 | ₹39,91,435 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹11,80,999 Invested: ₹9,00,000 | ₹24,93,894 Invested: ₹15,00,000 | ₹99,78,588 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (17.05%), 5-year (18.74%), and 10-year (20.66%) performance data. Actual mutual fund returns fluctuate with market NAV.
About Quant Small Cap Fund
One of India's largest small cap funds, run by Quant's data-driven models to identify small companies with strong earnings momentum before the market does.
Investment Strategy
Quantitative stock selection blending momentum, earnings growth and valuation screens, with the ability to hold meaningful cash when the model flags an overheated market.
Key Facts
- Among the largest small cap funds in India at ₹34,000+ crore AUM
- Model-driven momentum & earnings-growth strategy
- Benchmark: NIFTY Smallcap 250 TRI
- Expense ratio: 0.94% (Direct)
Historical Returns
3-Year CAGR
17.05%
5-Year CAGR
18.74%
10-Year CAGR
20.66%
Benchmark
NIFTY Smallcap 250 TRI
Returns are illustrative based on historical performance. Actual returns may vary. Data as of August 2026. Verify with AMC before investing.
Top Holdings & Sector Allocation
As of September 2026, Quant Small Cap's portfolio includes:
Top 5 Holdings
- HFCL Ltd
- RBL Bank
- Adani Power
- Adani Enterprises
- Repo
Sector Allocation
Telecom equipment (HFCL), banking (RBL), and power/conglomerates (Adani Power, Adani Enterprises) are the largest exposures, with ~8% cash.
Risk & Drawdowns
High volatility — annualized standard deviation ~20% — typical for small caps, with Sharpe of 0.58.
The fund fell ~50% in the March 2020 crash and again corrected sharply in 2024-25 before recovering; small cap drawdowns are deeper and faster than large caps.
Tax Treatment
Equity fund — LTCG at 12.5% on gains above ₹1.25 lakh per year; STCG at 20%.
Who Should NOT Invest in Quant Small Cap?
Investors with horizons under 7 years, or those who cannot stomach 40-50% drawdowns in a small cap correction.
About the Fund Manager
Ankit Pande and Vasav Sahgal manage the fund under Quant CIO Sandeep Tandon, using the house's quantitative framework.
Who Is This Fund Suitable For?
Suitable for high-risk investors with a 7+ year horizon seeking outsized returns from India's small cap universe.
More Funds from Quant & Similar Schemes
Similar Funds to Consider
Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.
Other Tools for Quant Small Cap Investors
- FIRE Calculator — Plan your retirement corpus with Quant Small Cap as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in Quant Small Cap could cost you
- SIP vs EMI Calculator — Compare investing in Quant Small Cap vs paying off loans
Frequently Asked Questions About Quant Small Cap
What is the historical SIP return of Quant Small Cap?
Based on the latest data, Quant Small Cap has delivered an annualized return (CAGR) of 17.05% over 3 years, 18.74% over 5 years, and 20.66% over 10 years. The fund fell ~50% in the March 2020 crash and again corrected sharply in 2024-25 before recovering; small cap drawdowns are deeper and faster than large caps.
How is Quant Small Cap SIP return calculated?
SIP returns are calculated using the XIRR (Extended Internal Rate of Return) method. Each monthly installment buys units at the fund's Net Asset Value (NAV) on that specific day. When markets are down, your SIP buys more units, and when markets are up, it buys fewer units (rupee cost averaging). Our calculator replays this exact process using historical NAV data to compute the precise current value of your accumulated units.
How much return would ₹5,000 monthly SIP in Quant Small Cap generate over 5 years?
At an estimated annual return rate of 18.74%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹4,98,779 in 5 years, yielding an estimated wealth gain of ₹1,98,779. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Quant Small Cap?
Quant Small Cap's top holdings include HFCL Ltd, RBL Bank, Adani Power, and Adani Enterprises. The fund's sector allocation is Telecom equipment (HFCL), banking (RBL), and power/conglomerates (Adani Power, Adani Enterprises) are the largest exposures, with ~8% cash..
What is the risk profile of Quant Small Cap?
High volatility — annualized standard deviation ~20% — typical for small caps, with Sharpe of 0.58. This fund may not be suitable for investors with horizons under 7 years, or those who cannot stomach 40-50% drawdowns in a small cap correction..
What are the tax implications of investing in Quant Small Cap?
Equity fund — LTCG at 12.5% on gains above ₹1.25 lakh per year; STCG at 20%.
Data last updated: September 2026 | Fund data sourced from AMFI and BSE public APIs
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