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Contact Info

  • The Baroda Crossyway,
    Office no 306,
    Maharani Shantadevi Marg,
    Akota-Dandia Bazaar Road,
    Vadodara - 390001
  • +91 98796 18640
  • barodaprimewealth@gmail.com
SIP
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Quant Large Cap Fund - Growth Option - Regular Plan

Category: Equity: Large Cap Launch Date: 08-08-2022
AUM:

₹ 3,384.79 Cr

Expense Ratio

2.83%

Benchmark

Nifty 100 TRI

ISIN

INF966L01AW4

Minimum Investment

5000.0

Minimum Topup

1000.0

Minimum SIP Amount

1000

Fund Manager

Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate, Sanjeev Sharma, Jignesh Shah

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Quant Large Cap Fund - Growth Option - Regular Plan 10.76 14.14 -
NIFTY 100 TRI 4.07 11.51 10.79

Asset Allocation

Equity

Debt

Others

Overview

NAV
16.1842
Last change
0.27 (1.6374%)
Fund Size (AUM)
₹ 3,384.79 Cr
Performance
12.84% (Inception)

Investment Objective

The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related instruments falling under the category of large cap companies. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. There can be no assurance that the investment objective of the Scheme will be achieved.

Fund Manager
Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate, Sanjeev Sharma, Jignesh Shah
Riskometer
Very High

Overview

Top 10 Holdings

Company Holdings (%)
TREPS 01-Jun-2026 DEPO 10 20.213603
ADANI GREEN ENERGY LIMITED EQ 9.821141
ADANI ENTERPRISES LIMITED EQ NEW FV RE.1/- 9.236525
SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- 8.728191
ICICI BANK LIMITED EQ NEW FV RS. 2/- 8.526931
ICICI Prudential Asset Management Company Limited 7.346107
RELIANCE INDUSTRIES LIMITED EQ 6.67225
HDFC Life Insurance Co Ltd 30/06/2026 6.395766
Capri Global Capital Limited 6.272506
LG Electronics India Ltd. 5.774423

Sector Allocation

Sector Holdings (%)
Financial Services 23.29
Power 14.5
Metals & Mining 9.24
Automobile and Auto Components 8.73
Oil, Gas & Consumable Fuels 6.67
Consumer Durables 5.77
Telecommunication 2.75
Information Technology 1.96
Healthcare 1.02

Peer Comparison

Scheme Name 5Y (%)
Quant Large Cap Fund Gr Reg Plan 0.0
Taurus Large Cap Reg Gr 11.31
Invesco India Large Cap Gr 12.12
Bank Of India Large Cap Fund Reg Plan Gr 10.19
Bajaj FInserv Large Cap Fund Reg Gr 0.0
Tata Large Cap Reg Gr 10.96
Bandhan Large Cap Reg Gr 11.55
JM Large Cap Gr 11.22
HSBC Large Cap Gr 10.25
WhiteOak Capital Large Cap Fund Reg Gr 0.0
Copyright © 2026 BRD Prime Wealth. All Rights Reserved.

Guides clients in making informed investment decisions and oversees their portfolio performance.

Registered Address

The Baroda Crossyway,
Office no 306,
Maharani Shantadevi Marg,
Akota-Dandia Bazaar Road, Vadodara - 390001

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