Small Cap · Equity

Quantum Small Cap Fund

Quantum Mutual Fund

Benchmark

BSE 250 Smallcap TRI

Riskometer

Very High

Size

₹260 cr

Allotted

3 Nov 2023

Holdings as of

Not on record

Quantum Small Cap Fund is a small cap fund of Quantum Mutual Fund with ₹260 cr under management. It is ahead of its benchmark (BSE 250 Smallcap TRI) in 1 of 1 periods. Its direct plan charges 0.83% a year. Chirag Mehta has managed it for 2.9 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Quantum Small Cap Fund beaten its benchmark?

Ahead of its benchmark, BSE 250 Smallcap TRI, in 1 of 1 periods in AMFI's figures; +7.10% over the last year against +3.11%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty Smallcap 250 TRI	Ahead
1 month	−3.44%	−2.73%	—
3 months	−2.20%	−1.21%	—
6 months	+9.21%	+11.53%	—
1 year	+8.27%	+6.04%	+2.23 pts
3 years	—	+13.53%	—
5 years	—	+13.22%	—
10 years	—	+14.34%	—
Since start from 3 Nov 2023	+11.42%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (BSE 250 Smallcap TRI) in 1 of 1 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+7.10%	+5.55%	+3.11%	+3.99	🔒
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Small Cap funds, and how steady the lead is, in the app

Value of 100, month-end

Nov 2023 to 14 Oct 2026

Fund 135Nifty Smallcap 250 TRI 137

₹100 put in at the start of Nov 2023 would be ₹135 on 14 Oct 2026, against ₹137 in the Nifty Smallcap 250 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Quantum Small Cap Fund cost?

0.83% a year on the direct plan, 2.31% on the regular plan; 14 of 36 funds in its category charge less.

Direct plan

0.83% a year

Category median 0.90%

Regular plan

2.31% a year

Category median 2.05%

Gap

1.48 points

for the same holdings

14 of 36 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - Small Cap Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Quantum Small Cap Fund?

Chirag Mehta, since 3 Nov 2023; Abhilasha Satale, since 3 Nov 2023.

Chirag Mehta

2.9 years

since 3 Nov 2023

Abhilasha Satale

2.9 years

since 3 Nov 2023

Benchmark as filedBSE 250 SmallCap TRI

Exit load

10% of units If redeemed or switched out on or before 365 days from the date of allotment – Nil, Remaining 90% of units if redeemed or switched out on or before 365 days from the date of allotment – 1, If redeemed or switched out after 365 days from the date of allotment – Nil

From 7 Scheme Summary Documents filed with NSE, first on 15 Apr 2026; as on 30 Sep 2026

What does Quantum Small Cap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.