Backed with a proven track record since 2006 of diligently building investment portfolios, Quantum Mutual Fund is pleased to announce the launch of its new fund offering (NFO) – Quantum Small Cap Fund. The NFO is now open and closes on Oct 27, 2023

Quantum recognizes the challenges that some of the Small Cap Funds with large AUM may face today – in order to accommodate rising inflows, some funds have become over-diversified leading to sub-optimal positions and thereby effect returns potential. Some of funds may be faced with issues of illiquidity due to the risk of outsized positions.

Quantum Mutual Fund aims to address these challenges with its new NFO – Quantum Small Cap Fund. The fund is set to make a big difference through carefully selected quality companies & adequately diversified portfolio through its robust & well defined investment process.

Redefining Investment Process

From the vast universe of small caps, there are around 945 Small Cap Stocks which meet the liquidity filter of minimum daily trading volume of 2 crores and a minimum market capitalization of Rs.400 crores as on September 30,2023. Quantum Small Cap Fund's holding Minimum 2% at cost with a maximum weight of 4% at cost in each stock, ensuring meaningful exposure without excessive concentration.

From this addressable universe, Quantum screens a robust high-conviction portfolio of 25-60 stocks that show potential for growth, adhere to corporate governance standards, and are reasonably valued.

Quantum Small Cap Stock Selection Process covers around 945 stocks from addressable universe of market cap of Rs.400 Crores to Rs. 21791 Crores with average volume of Rs. 2 Crores as on September 30,2023.

Robust Investment Process

Data as on September 30, 2023. Please refer Scheme Information Document of the Scheme for complete Investment Strategy

Small Caps - more fuel left to the rally?

Small caps are in high growth phase and has potential to continue to grow.

Small Cap Indices have recorded a remarkable growth outperforming their larger counterparts. The 251st stock onwards which is the start of the universe has grown from Rs. 2,959 crores to Rs. 21,791 crores over the last 15 years which shows the potential that small caps present.

Market Cap of 251st Stock onwards (Rs. Crores)

Data as on September 30, 2023.

Small-caps outperformed large-cap in the long run

Data as of Sept 29, 2023. Past performance may or may not be sustained in the future.

Here are the key advantages of our fund:

Grow wealth before it’s too late

Small-sized companies have proven their mettle even in the face of adversities and have the potential to enhance equity portfolio.

We believe there is still room for upside potential in the Small Cap space, don’t miss out on the opportunity to benefit from the liquidity, governance filter with valuation discipline Quantum Small Cap Fund has to offer.

Make the most of the opportunity to grow wealth by adding Quantum Small Cap Fund as part of a diversified equity portfolio. Gain potential of high growth and reasonable valuations combined.

The NFO is open and closes on Oct 27, 2023.