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quant Mid Cap Fund

Mid Cap Fund · quant Money Managers Limited

In plain words

Among the 131 similar mid cap funds we track, most others have grown money faster than this one. ₹1 lakh invested 5 years ago would be about ₹2 lakh today. Investing ₹10,000 every month for the last 10 years would have put in ₹12.1 lakh and grown it to about ₹33.4 lakh. Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹66,570. Expect meaningful ups and downs on the way.

New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.
quant Mid Cap Fund has fallen 33% from a peak. See that fall charted in rupees, and every month it took to recover.
See the drawdown free →

quant Mid Cap Fund is a mid cap fund from quant Money Managers Limited. It has a track record of about 13.7 years. As of the latest data it carries an RS rating of 31/99 (its recent momentum versus category peers) and a King Score of 33/100 (a long-term quality composite). The current NAV is ₹242.13 (as of 2026-09-16).

At a glance. Long-term quality (King Score): 33/100 · Current momentum (RS): 31/99 · 5-year CAGR: 15.06% · Worst-ever fall: -33.43%
31RS rating
33King Score
10.02%3Y CAGR
15.06%5Y CAGR
-33.43%Max drawdown
0.2Sharpe 3Y
1.1%Expense
8109AUM ₹Cr

Growth of ₹100 - last 5 years

2021-092026-08
What ₹100 invested 5 years ago would be worth today, from actual NAV history.

quant Mid Cap Fund returns: last 1, 3, 5 and 10 years

PeriodThis fundCategory average
1 month-4.02%-3.51%
3 months-1.02%1.68%
6 months10.36%12.2%
1 year2.82%5.8%
3 years (CAGR)10.02%16.0%
5 years (CAGR)15.06%14.98%
10 years (CAGR)17.94%16.17%

The last 10 years return of quant Mid Cap Fund works out to 17.94% a year (CAGR) - ₹1 lakh invested 10 years ago would be about ₹5.2 lakh today. The last 5 years return is 15.06% a year (₹1 lakh → ₹2 lakh), and the last 3 years return is 10.02% - behind its category's 16.0% average by 6.0 points. Its trailing one-year return is 2.82%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.

Year-by-year returns

Yearquant Mid Cap FundBenchmark
2018-1.1%n/a
2019-1.5%n/a
2020+44.3%+24.4%
2021+53.8%+46.8%
2022+19.9%+3.0%
2023+36.4%+43.7%
2024+20.3%+23.8%
2025-4.5%+5.4%
2026+2.8%+0.4%

quant Mid Cap Fund beat its benchmark in 4 of the last 7 calendar years. Consistency against the benchmark matters more than any single great year.

Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.

What a monthly SIP in quant Mid Cap Fund would have made

A ₹10,000-a-month SIP, using this fund's actual NAV history. SIP returns (XIRR) differ from lumpsum CAGR because your money goes in gradually, averaging your entry price.

SIP durationYou investedIt becameXIRR
3 years₹370,000₹386,0312.78%
5 years₹610,000₹814,04311.47%
10 years₹1,210,000₹3,343,04019.27%

Over 10 years, ₹1,210,000 invested in monthly instalments would have grown to about ₹3,343,040 - an XIRR of 19.27%. Figures are pre-tax and assume you stayed invested throughout.

Risk & drawdowns

MeasureThis fundCategory average
Worst drawdown (lifetime)-33.43%-30.01%
Worst drawdown (3Y)-25.95%-21.13%
Volatility (1Y)16.71%18.79%
Sharpe (3Y)0.20.56
Sortino (3Y)0.380.93
Beta (3Y)0.890.93
Alpha (3Y)-2.71%2.98%
Up capture88.0%94.45%
Down capture91.9%87.14%
Bull-market return33.2%35.3%
Bear-market return-23.7%-27.03%

Timing matters more than people admit: the best possible 1-year stretch in quant Mid Cap Fund (starting 2020-03-23) gained 121.3%, while the worst (starting 2019-03-22) lost 29.5%. The worst peak-to-bottom fall quant Mid Cap Fund has ever put investors through is -33.43% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about -23.7% annualised, versus 33.2% in rising markets. It has captured roughly 88.0% of its benchmark's up-moves and 91.9% of its down-moves.

How quant Mid Cap Fund behaves when markets fall

When the market is falling (the Nifty below its 200-day average), quant Mid Cap Fund has historically returned about -23.7% annualised, versus roughly 33.2% when the market is rising. Its deepest fall on record is -33.43%. Right now it sits about 13.87% below its all-time high (last hit 2024-07-15). The real question isn't the average year - it's whether you could hold on through the worst one.

How quant Mid Cap Fund ranks in its category

Percentile versus its ~131 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.

3-year return
31th
Drawdown resilience
56th
Consistency
24th
Risk-adjusted (Sharpe)
26th

Consistency (rolling returns)

MeasureValue
Median 3Y rolling CAGR15.15%
3Y windows positive99.5%
Worst 3Y window-3.67%
3Y windows beating Nifty 50088.5%
Median 5Y rolling CAGR20.06%
Median 10Y rolling CAGR18.26%

Instead of one lucky start date, rolling returns test every start date. Across all 3-year windows in its history, quant Mid Cap Fund returned a median of 15.15% a year, and 99.5% of those windows were positive.

What quant Mid Cap Fund holds

Its latest monthly portfolio disclosure. This is what your money actually owns.

Top holdings

Tata Communications Limited · Communication Services
10.0%
Aurobindo Pharma Limited · Health Care
9.4%
Lloyds Metals And Energy Limited · Materials
8.2%
IRB Infrastructure Developers Limited · Construction, Contracting & Engineering
6.5%
PB Fintech Limited · Financial Technologies (Fintech)
5.5%
Premier Energies Limited · Electric Equipment
4.8%
Anthem Biosciences Limited · Pharmaceuticals
4.5%
ICICI Bank Limited · Financials
4.0%
Linde India Ltd. · Materials
3.8%
Reliance Industries Limited · Energy
3.5%

Sector allocation

Materials
12.0%
Communication Services
11.6%
Health Care
9.6%
Financials
7.4%
Construction, Contracting & Engineering
6.5%
Financial Technologies (Fintech)
5.5%
Electric Equipment
4.8%
Pharmaceuticals
4.5%

The top 10 holdings make up 60.4% of the portfolio, across 22 stocks. A higher concentration means the fund's fortunes ride on fewer names.

Portfolio overlap with similar funds

quant Mid Cap Fund shares WhiteOak Capital Mid Cap Fund (4%), Invesco India Midcap Fund (0%), Edelweiss Mid Cap Fund (0%) of its portfolio with these category peers (overlap = the slice of the two portfolios invested in the same stocks). The lower the overlap, the more genuinely different the portfolios are.

Who manages quant Mid Cap Fund - and how good are they?

quant Mid Cap Fund is managed by Sanjeev Sharma, Ankit A. Pande and Sandeep Tandon. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.

Sanjeev Sharma's full record

Sanjeev Sharma currently runs 24 funds, across Dynamic Asset Allocation or Balanced Advantage, ELSS, Flexi Cap Fund, Focused Fund and more, with about ₹88,700 Cr under management. The book's average King Score is 62.5/100. Their strongest fund by King Score is quant Overnight Fund (88/100); quant Mid Cap Fund ranks #18 of 24 in their book.

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#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1quant Overnight Fund60881.2%2.5%5.1%6.1%n/an/a-1.276.5%-0.0%
2quant BFSI Fund78831.9%13.1%17.1%21.5%n/an/a0.74n/a-22.3%
3quant Large Cap Fund9682-0.6%9.6%4.4%12.2%n/an/a0.3616.4%-21.1%
4Quant Value Fund9481-2.4%15.2%16.0%19.4%n/an/a0.6623.8%-24.0%
5quant Gilt Fund70780.9%2.0%3.9%5.9%n/an/a-0.286.4%-2.2%
6quant ELSS Tax Saver Fund93751.5%13.2%10.9%13.6%14.7%19.8%0.4122.0%-36.1%
7quant Dynamic Asset Allocation Fund3674-2.1%3.9%-1.4%12.4%n/an/a0.4218.8%-18.4%
8quant ESG Integration Strategy Fund86711.9%24.9%18.7%15.9%17.7%n/a0.5621.4%-25.1%
9quant Healthcare Fund966711.7%25.0%17.6%19.9%n/an/a0.75n/a-25.2%
10quant Focused Fund87670.6%15.4%8.8%12.2%12.8%14.8%0.3518.6%-36.4%
11quant Quantamental Fund5766-2.5%10.9%9.8%14.4%18.6%n/a0.4623.6%-23.3%
12quant Flexi Cap Fund8265-0.7%13.7%11.0%14.4%14.1%19.2%0.4619.6%-41.3%
13quant Small Cap Fund64645.4%24.3%13.3%16.8%18.9%20.7%0.5518.3%-51.6%
14quant Large & Mid Cap Fund91620.3%16.4%8.8%13.6%15.2%15.6%0.4221.4%-45.7%
15quant Infrastructure Fund7359-0.7%18.3%10.3%16.9%18.1%20.3%0.4918.7%-46.0%
16quant Manufacturing Fund82512.2%24.2%11.9%15.6%n/an/a0.47n/a-29.6%
17quant Business Cycle Fund5343-1.8%12.0%4.6%11.2%n/an/a0.27n/a-29.2%
18quant Mid Cap Fund (this page)3133-1.0%10.4%2.8%10.0%15.1%17.9%0.215.2%-33.4%
19quant Multi Cap Fund63261.5%15.2%5.8%8.9%11.0%17.7%0.1417.7%-36.3%
20quant Teck Fund62141.2%24.2%-8.0%3.8%n/an/a-0.12n/a-41.9%
21quant Consumption Fund65n/a2.3%15.9%0.7%n/an/an/a-0.33n/a-30.4%
22quant Momentum Fund62n/a-0.6%12.1%8.0%n/an/an/a0.55n/a-22.7%
23quant Commodities Fund62n/a-4.1%15.4%11.8%n/an/an/a0.35n/a-25.9%
24quant PSU Fund44n/a-3.6%8.7%5.2%n/an/an/a-0.17n/a-31.1%

Ankit A. Pande's full record

Ankit A. Pande currently runs 22 funds, across Dynamic Asset Allocation or Balanced Advantage, ELSS, Flexi Cap Fund, Focused Fund and more, with about ₹88,625 Cr under management. The book's average King Score is 60.2/100. Their strongest fund by King Score is quant BFSI Fund (83/100); quant Mid Cap Fund ranks #16 of 22 in their book.

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#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1quant BFSI Fund78831.9%13.1%17.1%21.5%n/an/a0.74n/a-22.3%
2quant Large Cap Fund9682-0.6%9.6%4.4%12.2%n/an/a0.3616.4%-21.1%
3Quant Value Fund9481-2.4%15.2%16.0%19.4%n/an/a0.6623.8%-24.0%
4quant ELSS Tax Saver Fund93751.5%13.2%10.9%13.6%14.7%19.8%0.4122.0%-36.1%
5quant Dynamic Asset Allocation Fund3674-2.1%3.9%-1.4%12.4%n/an/a0.4218.8%-18.4%
6quant ESG Integration Strategy Fund86711.9%24.9%18.7%15.9%17.7%n/a0.5621.4%-25.1%
7quant Healthcare Fund966711.7%25.0%17.6%19.9%n/an/a0.75n/a-25.2%
8quant Focused Fund87670.6%15.4%8.8%12.2%12.8%14.8%0.3518.6%-36.4%
9quant Quantamental Fund5766-2.5%10.9%9.8%14.4%18.6%n/a0.4623.6%-23.3%
10quant Flexi Cap Fund8265-0.7%13.7%11.0%14.4%14.1%19.2%0.4619.6%-41.3%
11quant Small Cap Fund64645.4%24.3%13.3%16.8%18.9%20.7%0.5518.3%-51.6%
12quant Large & Mid Cap Fund91620.3%16.4%8.8%13.6%15.2%15.6%0.4221.4%-45.7%
13quant Infrastructure Fund7359-0.7%18.3%10.3%16.9%18.1%20.3%0.4918.7%-46.0%
14quant Manufacturing Fund82512.2%24.2%11.9%15.6%n/an/a0.47n/a-29.6%
15quant Business Cycle Fund5343-1.8%12.0%4.6%11.2%n/an/a0.27n/a-29.2%
16quant Mid Cap Fund (this page)3133-1.0%10.4%2.8%10.0%15.1%17.9%0.215.2%-33.4%
17quant Multi Cap Fund63261.5%15.2%5.8%8.9%11.0%17.7%0.1417.7%-36.3%
18quant Teck Fund62141.2%24.2%-8.0%3.8%n/an/a-0.12n/a-41.9%
19quant Consumption Fund65n/a2.3%15.9%0.7%n/an/an/a-0.33n/a-30.4%
20quant Momentum Fund62n/a-0.6%12.1%8.0%n/an/an/a0.55n/a-22.7%
21quant Commodities Fund62n/a-4.1%15.4%11.8%n/an/an/a0.35n/a-25.9%
22quant PSU Fund44n/a-3.6%8.7%5.2%n/an/an/a-0.17n/a-31.1%

Sandeep Tandon's full record

Sandeep Tandon currently runs 22 funds, across Dynamic Asset Allocation or Balanced Advantage, ELSS, Flexi Cap Fund, Focused Fund and more, with about ₹88,625 Cr under management. The book's average King Score is 60.2/100. Their strongest fund by King Score is quant BFSI Fund (83/100); quant Mid Cap Fund ranks #16 of 22 in their book.

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#FundRSKing3M6M1Y3Y CAGR5Y CAGR10Y CAGRSharpeRoll 3YWorst fall
1quant BFSI Fund78831.9%13.1%17.1%21.5%n/an/a0.74n/a-22.3%
2quant Large Cap Fund9682-0.6%9.6%4.4%12.2%n/an/a0.3616.4%-21.1%
3Quant Value Fund9481-2.4%15.2%16.0%19.4%n/an/a0.6623.8%-24.0%
4quant ELSS Tax Saver Fund93751.5%13.2%10.9%13.6%14.7%19.8%0.4122.0%-36.1%
5quant Dynamic Asset Allocation Fund3674-2.1%3.9%-1.4%12.4%n/an/a0.4218.8%-18.4%
6quant ESG Integration Strategy Fund86711.9%24.9%18.7%15.9%17.7%n/a0.5621.4%-25.1%
7quant Healthcare Fund966711.7%25.0%17.6%19.9%n/an/a0.75n/a-25.2%
8quant Focused Fund87670.6%15.4%8.8%12.2%12.8%14.8%0.3518.6%-36.4%
9quant Quantamental Fund5766-2.5%10.9%9.8%14.4%18.6%n/a0.4623.6%-23.3%
10quant Flexi Cap Fund8265-0.7%13.7%11.0%14.4%14.1%19.2%0.4619.6%-41.3%
11quant Small Cap Fund64645.4%24.3%13.3%16.8%18.9%20.7%0.5518.3%-51.6%
12quant Large & Mid Cap Fund91620.3%16.4%8.8%13.6%15.2%15.6%0.4221.4%-45.7%
13quant Infrastructure Fund7359-0.7%18.3%10.3%16.9%18.1%20.3%0.4918.7%-46.0%
14quant Manufacturing Fund82512.2%24.2%11.9%15.6%n/an/a0.47n/a-29.6%
15quant Business Cycle Fund5343-1.8%12.0%4.6%11.2%n/an/a0.27n/a-29.2%
16quant Mid Cap Fund (this page)3133-1.0%10.4%2.8%10.0%15.1%17.9%0.215.2%-33.4%
17quant Multi Cap Fund63261.5%15.2%5.8%8.9%11.0%17.7%0.1417.7%-36.3%
18quant Teck Fund62141.2%24.2%-8.0%3.8%n/an/a-0.12n/a-41.9%
19quant Consumption Fund65n/a2.3%15.9%0.7%n/an/an/a-0.33n/a-30.4%
20quant Momentum Fund62n/a-0.6%12.1%8.0%n/an/an/a0.55n/a-22.7%
21quant Commodities Fund62n/a-4.1%15.4%11.8%n/an/an/a0.35n/a-25.9%
22quant PSU Fund44n/a-3.6%8.7%5.2%n/an/an/a-0.17n/a-31.1%

A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.

Cost & fund basics

DetailValue
Expense ratio (Direct)1.1%
Exit load≈1% if redeemed within 1 year (typical)
Minimum investment₹5000
Fund size (AUM)₹8,109 Cr
Age13.7 years
Plan / OptionDirect · Growth
BenchmarkNIFTY_MIDCAP150

How quant Mid Cap Fund compares to peers

FundRSKing3Y CAGR
WhiteOak Capital Mid Cap Fund969621.0%
Invesco India Midcap Fund868922.4%
Edelweiss Mid Cap Fund538420.0%
HSBC Midcap Fund998423.0%
ICICI Prudential MidCap Fund598020.1%
Canara Robeco Mid Cap Fund708016.2%
Compare side by side. Chart quant Mid Cap Fund against these peers on one screen - rebased returns, drawdowns, rolling windows and stock-level overlap.
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Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.

What these numbers mean

RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.

quant Mid Cap Fund review: the bottom line

On the data, its strengths are beating the Nifty 500 in 88.5% of 3-year windows. Points to keep your eyes open on: soft recent momentum (RS 31), a below-median quality score (33/100). Whether it fits you depends on your goals, horizon and risk appetite - this page describes the fund, it does not recommend it.

Related

Frequently asked questions

Is quant Mid Cap Fund a good mutual fund?

That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, quant Mid Cap Fund scores 33/100 on our King Score and RS 31/99 within its category, has compounded 10.02% a year over three years, and its worst drawdown was -33.43%. Compare those against your needs and the peer table above.

What is the NAV of quant Mid Cap Fund today?

The latest NAV is ₹242.13 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.

What is the last 10 years return of quant Mid Cap Fund?

Over the last 10 years quant Mid Cap Fund has returned about 17.94% a year (CAGR). In rupees: ₹1 lakh invested 10 years ago would be roughly ₹5.2 lakh today, before tax. See the year-by-year table above for how uneven the ride was.

What is the expense ratio of quant Mid Cap Fund?

The Direct-plan expense ratio is 1.1% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.

Who is the fund manager of quant Mid Cap Fund?

quant Mid Cap Fund is managed by Sanjeev Sharma; Ankit A. Pande; Sandeep Tandon; Varun Pattani; Sameer Kate; Ayusha Kumbhat; Yug Tibrewal.

Is quant Mid Cap Fund safe? How risky is it?

No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -33.43% - ₹1 lakh briefly becoming about ₹66,570. As a equity fund, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.

Is quant Mid Cap Fund good for SIP?

We can't tell you what to do, but here is what actually happened: a ₹10,000 monthly SIP over the last 10 years grew ₹12.1 lakh into about ₹33.4 lakh (XIRR 19.27%). SIPs average your entry price, which helps most in funds that swing hard - check the crash-behaviour section above to see how it treats investors in bad markets.

What are the SIP returns of quant Mid Cap Fund?

A ₹10,000/month SIP over 10 years would have grown to about ₹3,343,040 (an XIRR of 19.27%) on ₹1,210,000 invested, using the fund's actual NAV history. See the SIP table above for other durations.

How does quant Mid Cap Fund rank among similar funds?

On 3-year returns it sits around the 31th percentile of its category, and its consistency ranks 24th percentile. 100th is best-in-class, 50th is average. See the category-ranking section above.

Is quant Mid Cap Fund tax-efficient / what about capital gains?

As a equity fund, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.

Direct or Regular plan - which is shown here?

All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.

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Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.

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