Quant Mid Cap Fund SIP Calculator
Calculate historical returns and project future compounding for Quant Mid Cap. Test different monthly amounts, tenures, and step-up scenarios using real historical NAV performance.
Category
Mid Cap
AUM
₹8,056 Cr
Expense Ratio
1.18%
Fund Manager
Ankit Pande, Vasav Sahgal, Sandeep Tandon
Quant Mid Cap Historical SIP Performance & Returns Table
Historical value of standard monthly SIP investments based on actual fund CAGRs.
| Monthly SIP | 3 Years @ 9.9% CAGR | 5 Years @ 15.2% CAGR | 10 Years @ 18.1% CAGR |
|---|---|---|---|
| ₹1,000/mo | ₹42,069 Invested: ₹36,000 | ₹90,061 Invested: ₹60,000 | ₹3,37,544 Invested: ₹1,20,000 |
| ₹2,500/mo | ₹1,05,173 Invested: ₹90,000 | ₹2,25,153 Invested: ₹1,50,000 | ₹8,43,859 Invested: ₹3,00,000 |
| ₹5,000/mo | ₹2,10,346 Invested: ₹1,80,000 | ₹4,50,306 Invested: ₹3,00,000 | ₹16,87,719 Invested: ₹6,00,000 |
| ₹10,000/mo | ₹4,20,693 Invested: ₹3,60,000 | ₹9,00,612 Invested: ₹6,00,000 | ₹33,75,438 Invested: ₹12,00,000 |
| ₹25,000/mo | ₹10,51,732 Invested: ₹9,00,000 | ₹22,51,531 Invested: ₹15,00,000 | ₹84,38,595 Invested: ₹30,00,000 |
* Projections calculated using actual historical 3-year (9.91%), 5-year (15.15%), and 10-year (18.06%) performance data. Actual mutual fund returns fluctuate with market NAV.
Expert Editorial Analysis & Investment Review
Independent, data-driven assessment of Quant Mid Cap Fund covering strategy, benchmark tracking, risk metrics, and suitability for long-term SIP portfolios.
Fund Overview
Quant Mid Cap Fund is the mid cap offering from Quant Mutual Fund, applying the house’s quantitative, data-driven models to India’s mid cap universe. With ₹8,100+ crore in assets, the fund blends momentum, earnings growth and valuation signals to build a high-conviction portfolio of 30-50 mid cap stocks.
The current portfolio is a bet on India’s emerging infrastructure and pharma cycle — Aurobindo Pharma, Tata Communications, Lloyds Metals, IRB Infrastructure and Indus Towers lead the book, with a meaningful cash position when the model sees froth.
Who Should Invest
This fund suits aggressive long-term investors (7+ years) who are comfortable with a model-driven process and concentrated sector bets. It is a satellite holding — not a core — for investors who already own large cap exposure and want higher alpha potential from the mid cap segment.
Investors who believe in systematic, rules-based investing (momentum and earnings revision factors) will find Quant’s process aligned with their philosophy.
Key Strengths
- Proven model-driven alpha — 17.4% 5-year and 18.5% 10-year CAGRs with a Sharpe ratio above the category average
- Cash management — the model raises cash in overheated markets (14% in repo at times), protecting capital during corrections
- Concentration — top holdings carry meaningful weight, so winners move the needle
- Backed by Quant’s research edge — the same quantitative framework behind Quant’s category-beating small cap franchise
Risks to Consider
- Model risk — when momentum factors break down (sharp style rotations), the fund can lag quickly and sharply
- Concentration risk — pharma and telecom infra together are a large share of assets; sector-specific shocks hurt
- Turnover — higher churn than typical mid cap funds means more transaction costs and short-term gains
- Volatility — standard deviation of ~15.4%, with drawdowns over 40% in major corrections
How It Compares
Among mid cap funds, Quant Mid Cap’s momentum-driven style contrasts with quality-first peers like Kotak Emerging Equity and HDFC Mid Cap. In momentum regimes (2020-21, 2024) it has been among the best mid cap funds; in value-led or defensive phases it has lagged quality funds.
Its 10-year CAGR of 18.5% places it in the top quartile of the category, and its Sharpe ratio of ~0.65 reflects returns earned without the extreme volatility of some aggressive peers.
Performance Context
The fund’s recent history is a study in style cycles: stellar gains in 2020-21 (momentum leadership), a sharp drawdown in 2022 when the model’s long positions unwound, and recovery through 2023-26 led by infra and pharma names. Investors who held through the 2022 pain were rewarded — the fund compounded at ~14% annually over the last three years.
Use Our SIP Calculator with This Fund
To see how a monthly SIP in Quant Mid Cap Fund would have performed over any time period, visit our main SIP calculator and select this fund. You can test different investment amounts, start dates, and step-up scenarios using real historical NAV data — not assumed return rates.
About Quant Mid Cap Fund
A data-driven mid cap fund from Quant, known for its quantitative models and high-conviction momentum-based stock selection.
Investment Strategy
Quantitative, model-driven approach combining momentum, valuation and earnings-revision signals to pick mid cap stocks across sectors.
Key Facts
- Quant's model-driven momentum strategy
- High-conviction mid cap picks with big weight in pharma & infra
- Benchmark: NIFTY Midcap 150 TRI
- Expense ratio: 1.18% (Direct)
Historical Returns
3-Year CAGR
9.91%
5-Year CAGR
15.15%
10-Year CAGR
18.06%
Benchmark
NIFTY Midcap 150 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 Mid Cap's portfolio includes:
Top 5 Holdings
- Aurobindo Pharma
- Tata Communications
- Lloyds Metals and Energy
- IRB Infrastructure
- Indus Towers
Sector Allocation
Pharma (Aurobindo), telecom infrastructure (Tata Communications, Indus Towers), metals and road infra (Lloyds Metals, IRB) are the largest bets; the fund also held ~14% in repo/cash.
Risk & Drawdowns
Elevated volatility — annualized standard deviation ~15.4% — with Sharpe of 0.65 reflecting strong risk-adjusted returns over 5+ years.
Fell ~45% in the 2020 crash but was among the fastest mid cap funds to recover, more than doubling from the March 2020 trough within two years.
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 Mid Cap?
Investors uncomfortable with model-driven decisions, frequent turnover, or concentrated sector bets.
About the Fund Manager
Ankit Pande (since May 2020) and Vasav Sahgal drive the strategy under Sandeep Tandon, Quant's founder and chief investment officer.
Who Is This Fund Suitable For?
Suitable for aggressive investors seeking high-alpha mid cap exposure and comfortable with concentrated, model-driven portfolios.
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 Mid Cap Investors
- FIRE Calculator — Plan your retirement corpus with Quant Mid Cap as part of your portfolio
- Cost of Delay Calculator — See how much delaying your SIP in Quant Mid Cap could cost you
- SIP vs EMI Calculator — Compare investing in Quant Mid Cap vs paying off loans
Frequently Asked Questions About Quant Mid Cap
What is the historical SIP return of Quant Mid Cap?
Based on the latest data, Quant Mid Cap has delivered an annualized return (CAGR) of 9.91% over 3 years, 15.15% over 5 years, and 18.06% over 10 years. Fell ~45% in the 2020 crash but was among the fastest mid cap funds to recover, more than doubling from the March 2020 trough within two years.
How is Quant Mid 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 Mid Cap generate over 5 years?
At an estimated annual return rate of 15.15%, a monthly ₹5,000 investment (₹3,00,000 total invested) would grow to approximately ₹4,50,306 in 5 years, yielding an estimated wealth gain of ₹1,50,306. Use our interactive calculator above to test custom amounts with actual historical NAV data.
What are the top holdings in Quant Mid Cap?
Quant Mid Cap's top holdings include Aurobindo Pharma, Tata Communications, Lloyds Metals and Energy, and IRB Infrastructure. The fund's sector allocation is Pharma (Aurobindo), telecom infrastructure (Tata Communications, Indus Towers), metals and road infra (Lloyds Metals, IRB) are the largest bets; the fund also held ~14% in repo/cash..
What is the risk profile of Quant Mid Cap?
Elevated volatility — annualized standard deviation ~15.4% — with Sharpe of 0.65 reflecting strong risk-adjusted returns over 5+ years. This fund may not be suitable for investors uncomfortable with model-driven decisions, frequent turnover, or concentrated sector bets..
What are the tax implications of investing in Quant Mid 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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