Quant Large & Mid Cap Fund
Ticker: mf12765
Decent
48/100
☆ Add to Watchlist
More Options
N
Nippon India Nifty AAA CPSE Bond Plus SDL - Apr 2027 Maturity 60:40 Index Fund
The fund presents a risky investment opportunity with limited growth potential and several concerns regarding profitability and market sentiment.
View details
U
UTI Short Duration Fund
The UTI Short Duration Fund shows decent potential but is facing several challenges that could impact its performance.
View details
S
Sundaram Small Cap Fund
The Sundaram Small Cap Fund shows potential but carries significant risks, particularly in execution and market volatility.
View details
I
ICICI Pru Bharat Consumption Fund
The ICICI Pru Bharat Consumption Fund shows decent potential with a focus on a growing sector, but some risks and governance issues need monitoring.
View details
E
Edelweiss US Technology Equity FOF
The fund has potential due to its exposure to the technology sector, but caution is advised due to valuation concerns and market volatility.
View details
I
ICICI Pru Regular Savings Fund
The fund shows potential with stable growth and manageable risks, but faces challenges in profitability and valuation.
View details
I
ICICI Pru Transportation and Logistics Fund
The fund operates in a promising sector but faces challenges in profitability and valuation. Caution is advised.
View details
D
DSP Healthcare Fund
DSP Healthcare Fund shows potential for growth in a promising sector, but caution is advised due to valuation concerns and execution risks.
View details
C
Canara Rob Mid Cap Fund
The fund shows potential for growth but carries moderate risks that need to be monitored.
View details
S
SBI Consumption Opp Fund
The SBI Consumption Opp Fund shows potential for growth in a favorable sector, but faces challenges in profitability and valuation metrics.
View details
N
Nippon India Retirement Fund-Wealth Creation
The Nippon India Retirement Fund-Wealth Creation shows potential for growth but faces challenges in profitability and valuation metrics. Investors should proceed with caution.
View details
F
Franklin India Liquid Fund-Super
The Franklin India Liquid Fund-Super shows decent potential with moderate growth and profitability metrics. However, there are areas of concern regarding governance and execution risks that investors should consider.
View details
U
UTI Low Duration Fund
The UTI Low Duration Fund shows decent potential but faces challenges in profitability and growth drivers.
View details
T
Tata Treasury Advantage Fund
The Tata Treasury Advantage Fund shows decent potential with stable growth and profitability metrics, but faces some execution risks and valuation concerns.
View details
L
LIC MF Large & Midcap Fund
The LIC MF Large & Midcap Fund shows decent potential with a balanced approach to growth and profitability, but some risks in governance and execution need to be monitored.
View details
K
Kotak Floating Rate Fund
The Kotak Floating Rate Fund shows decent potential with stable growth and manageable risks, but lacks strong competitive advantages.
View details
Business Overview
The Quant Large & Mid Cap Fund is designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap stocks. This fund is ideal for those looking to balance growth potential with stability in their investments. It matters because it combines rigorous research with a disciplined investment approach, aiming to deliver consistent returns. With a focus on quality companies, this fund offers a strategic way to participate in India's economic growth.
- Diversified portfolio of large and mid-cap stocks
- Ideal for long-term capital appreciation
- Focus on quality companies for stable returns
- Disciplined investment approach backed by research
- Designed for both new and seasoned investors
Investment Thesis
Quant Large & Mid Cap Fund stands out due to its credible promoter group, robust growth in digital services, and attractive valuations compared to peers. This combination positions the fund for significant long-term growth, making it a compelling choice for Indian retail investors seeking diversified exposure.
- Strong promoter group with a proven track record in fund management.
- Significant growth potential in digital services sector, driving future returns.
- Valuations are attractive compared to industry peers, presenting a buying opportunity.
- Focus on large and mid-cap stocks ensures balanced risk and reward.
- Consistent performance history enhances investor confidence.
Opportunity vs Risk
Opportunities
- Diversified portfolio across sectors
- Potential for long-term capital appreciation
- Professional fund management expertise
- Access to large-cap growth stocks
Risks ⚠️
- Market volatility affecting returns
- High expense ratios impact profits
- Economic downturns may reduce growth
- Performance linked to fund manager's decisions
📊 Stock Investment Checklist (100 Points)
Quant Large & Mid Cap Fund • Updated: 2025-09-29 14:24:03
-
10BusinessHighThe fund is invested in sectors that are adapting to future trends, but lacks a strong moat.
-
10GrowthHighRevenue and profit growth have been consistent, but not exceptional.
-
10ProfitabilityHighROE and ROCE are decent, but OCF is not consistently higher than net profit.
-
8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
-
6BalanceGoodDebt levels are manageable, but liquidity could be improved.
-
7GovernanceHighPromoter holding is stable, but there are some concerns about disclosures.
-
5DriversGoodGrowth drivers are present, but execution risks are significant.
-
5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 48 / 100
• Decent
The fund shows potential but has several areas of concern that could impact future performance.