Latest news with #QuantSmallCap
News18
01-07-2025
- Business
- News18
Parag Parikh Flexi Cap vs Quant Small Cap: Which MF Suits You Best? Know Return & Risk
Last Updated: Parag Parikh Flexi Cap Fund offers stable, long-term growth with a 5-year return of 26.98%. Quant Small Cap Fund is aggressive with a 5-year CAGR of 37.62%. Parag Parikh Flexi Cap vs Quant Small Cap: Mutual fund is a good financial instrument that allows an investor to invest a particular sum without using too much brain. SIP allows the regular investment in the stock market through these mutual fund schemes. Mutual fund comes in various sizes and shapes, catering to different customers. The sole decision lies with investors on which mutual fund they choose. Parag Parikh Flexi Cap Fund and Quant Small Cap fund are two popular funds with a good track record. Returns: The Parag Parikh Flexi Cap Fund (Direct-Growth) has given a return of 13.54% for in the past one year, 25.10% in the year, and 26.98% in the span of five years. It was launched in 2013. With a negative return of 0.98%, the aggressive Quant Small Cap Fund, on the other hand, has outperformed with a 5-year CAGR of 37.62% and a 3-year CAGR of 33.75%. With Quant's strong growth potential and Parag Parikh's exceptional stability, both funds have routinely outperformed their benchmarks. Fund Size: One of the biggest equity funds, Parag Parikh Flexi Cap Fund manages an AUM of Rs 1,03,868 crore in assets under management (AUM) as of March 31, 2025. With a lower AUM, the Quant Small Cap Fund concentrates on making quick investments in small-cap stocks, which may result in greater volatility but also allow for agility. Portfolio: With a focus on diversification, the Parag Parikh Flexi Cap Fund allocates 10.9% to foreign stocks like Microsoft and Meta, 1.80% to mid-cap, 2.80% to small-cap, and 62.70% to large-cap stocks. With a focus on high-growth industries, the Quant Small Cap Fund primarily invests in small-cap stocks. Who Should Invest: Parag Parikh Flexi Cap suits investors seeking stable, long-term growth with moderate risk, ideal for those with a 5+ year horizon. Quant Small Cap is best for high-risk-tolerant investors aiming for aggressive returns, comfortable with market volatility.
Time of India
30-06-2025
- Business
- Time of India
11 equity mutual funds multiply investors' lumpsum investment by over 4.3 times in 5 years
Over the last five years, 11 equity mutual funds have multiplied lumpsum investments by over 4.3 times, led by small-cap funds like Quant Small Cap and Nippon India Small Cap. The top performers delivered CAGRs above 33%, highlighting strong long-term gains. Investors should align choices with goals and risk appetite. Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Tired of too many ads? Remove Ads Around 11 equity mutual funds have multiplied investors' lumpsum investment by over 4.30 times in the last five years. There were nearly 200 funds in the said time top two funds were small caps. Quant Small Cap Fund multiplied the investors' lumpsum investment by 6.35 times in the last five years. A lumpsum investment of Rs 1 lakh made in this fund five years ago would have been Rs 6.35 lakh now. The fund gave a CAGR of 44.73% in the same Read | JioBlackRock Mutual Fund: 3 NFOs open for subscription today. Should you invest? Nippon India Small Cap Fund, the largest small cap fund based on assets managed, multiplied the lumpsum investment by 4.99 times and offered a CAGR of 37.94% in the said time period. Motilal Oswal Midcap Fund multiplied the same investments by 4.75 times and delivered a CAGR of 36.58% in the same time period. The next funds in the list were small cap funds. Bandhan Small Cap Fund multiplied the lumpsum investment by 4.70 times and offered a CAGR of 36.26%.HSBC Small Cap Fund and Bank of India Small Cap Fund multiplied the lumpsum investments by 4.50 times and 4.46 times respectively in the last five years followed by Franklin India Smaller Cos Fund which multiplied the investments by 4.44 times. Franklin India Smaller Cos Fund gave a CAGR of 34.75% in the similar time period. Edelweiss Small Cap Fund and HDFC Small Cap Fund multiplied the investments by 4.37 times each in the same time period. Both the funds gave a CAGR of 34.32% in the said India Smallcap Fund and Canara Rob Small Cap Fund multiplied the same Rs 1 lakh investment by 4.31 times each in the similar time period and gave a CAGR of 33.92% and 33.91% other equity funds multiplied the investments ranging between 2.01 times to 4.28 times in the same time period. SBI Contra Fund, the largest and oldest contra fund, multiplied the investors' lumpsum investment by 4.26 Mid Cap Fund, a prominent fund managed by Quant Mutual Fund, multiplied the investments by 4.03 times in the same time period. The oldest ELSS fund, SBI Long Term Equity Fund, multiplied the lumpsum investment by 3.49 times and gave a CAGR of 28.39% in the last five Read | Sensex vaults 11,000 points from April lows. Which mutual funds should you buy? Parag Parikh Flexi Cap Fund , the largest active fund and flexi cap fund based on assets managed, multiplied the investment by 3.21 times and gave a CAGR of 26.28% in the said time Oswal Focused Fund was the last one in the list and multiplied the investment by 2.01 times and gave a CAGR of 14.97% in the last five considered all equity funds excluding sectoral and thematic funds. We considered regular and growth options. We calculated the lumpsum investment performance of equity funds in the last five the above exercise is not a recommendation. The exercise was done to find which equity funds have multiplied investors' lumpsum investment by over 4.30 times in the last five should not make investment or redemption decisions based on the above exercise. One should always consider risk appetite, investment horizon, and goals before making any investment decisions.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
