Quant Large & Mid Cap Fund(IDCW)

Ticker: mf15207
Decent 68/100

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Business Overview

The Quant Large & Mid Cap Fund (IDCW) is a dynamic mutual fund designed for investors seeking long-term capital appreciation through a diversified portfolio of large and mid-cap equities. Ideal for those looking to balance growth and stability, this fund aims to capitalize on the potential of India's growing economy. With a focus on quality stocks, it offers a strategic approach to wealth creation, making it a valuable addition to any investment portfolio.

  • Focuses on large and mid-cap stocks
  • Aims for long-term capital appreciation
  • Diversified portfolio reduces risk
  • Managed by experienced professionals
  • Suitable for growth-oriented investors

Investment Thesis

Quant Large & Mid Cap Fund presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This fund is well-positioned to deliver robust returns in the evolving market landscape.

  • Strong promoter group with a proven track record in fund management.
  • Significant growth potential in digital services, aligning with market trends.
  • Attractive valuation metrics compared to industry peers, offering a margin of safety.
  • Diversified portfolio across large and mid-cap stocks for balanced risk and return.
  • Consistent performance history, instilling confidence among retail investors.

Opportunity vs Risk

Opportunities
  • Diversified portfolio across sectors
  • Potential for long-term capital growth
  • Strong historical performance
  • Access to large-cap stocks
  • Professional fund management
Risks ⚠️
  • Market volatility impacts returns
  • High expense ratio
  • Limited liquidity in certain conditions
  • Economic downturns affect performance
  • Regulatory changes may impact fund
📊 Stock Investment Checklist (100 Points)
Quant Large & Mid Cap Fund(IDCW) • Updated: 2025-10-01 06:59:08
  • 10
    Business
    High
    The fund is invested in sectors that are adapting to future trends.
  • 10
    Growth
    High
    Consistent revenue and profit growth observed over the past few years.
  • 10
    Profitability
    High
    ROE and ROCE are above industry averages, indicating strong profitability.
  • 8
    Valuation
    High
    Valuation metrics are in line with peers, suggesting fair pricing.
  • 6
    Balance
    Good
    Debt levels are manageable with adequate liquidity.
  • 7
    Governance
    High
    Promoter holding is stable with minimal pledging.
  • 5
    Drivers
    Good
    Growth drivers are present, but execution risks remain.
  • 5
    Technicals
    Good
    Market sentiment is neutral with moderate liquidity.
Final Score & Verdict
Score 68 / 100 • Decent
The fund shows decent potential with a balanced approach to growth and risk management.