Quant only small cap fund to offer double-digit returns in 2024 so far (2024)

FAQs

Quant only small cap fund to offer double-digit returns in 2024 so far? ›

Synopsis. Quant Small Cap Fund topped with 14.21% return, excelling among 27 smallcap schemes in 2024. Bandhan, ITI, Nippon, Axis, and UTI Small Cap Funds had varying performances. Consider risk appetite and investment horizon before choosing small cap schemes.

The Quant Small Cap Fund (Direct) is leading the pack, boasting an impressive 42.34% return, followed closely by the Nippon India Small Cap Fund (Direct) at 36% return. The HSBC Small Cap Fund (Direct) and the HDFC Small Cap Fund (Direct) have also performed well, delivering returns of 33.73% and 31.91%, respectively.

Quant funds are appropriate for investors who want to hold their investments for an extended period of time. This is due to the proposed technique may take considerable time to fully reap the rewards. As a result, investors seeking to book profits while markets are favorable may avoid quant funds.

These schemes can be extremely risky in the short term and you can lose money. They also may have prolonged periods of underperformance or losses. You must continue with your investments in small cap schemes in trying conditions to make money over a long period.

With three-year annualised returns of about 42 per cent, Quant Active Fund is among the top performers in the multi-cap category. We analyse if this fund is investment-worthy. Multi-cap funds promise all flavours of equity investing at one place, at any point in time and in a reasonably high degree.

Conventional wisdom holds that when you hit your 70s, you should adjust your investment portfolio so it leans heavily toward low-risk bonds and cash accounts and away from higher-risk stocks and mutual funds. That strategy still has merit, according to many financial advisors.

Quant Mutual Fund Generates High Returns due to some of the Reasons Below : Dynamic & Active Style of Fund Management using Quantitive Analysis to generate Alpha by exploiting Inefficiencies in the Market. Model portfolio for the Future based on Past Patterns. Predictive Analysis (Use Calculated Mathematical Models)

Which is better, nippon or quant? ›

SIP Returns: Quant Small Cap Fund has consistently outperformed Nippon India Small Cap Fund in terms of SIP returns over various investment durations. SIP Investment Value: Quant Small Cap Fund offers higher SIP investment value across all investment durations, highlighting its potential for wealth creation.

It will recover automatically,” says Chokkalingam. He says investors can make a decision after six months. “A 5% hit in a normal fund is possible. In equity funds this hit is possible but the good thing is they can recover if the investor continues to hold the investment.”

Sandeep is the founder of the quant Group and has consistently demonstrated leadership qualities in his 27 years of experience in the financial services industry. Sandeep is widely recognized as an investment industry pioneer for his role in popularising the use of new financial products viz.

Disadvantages of quant trading

The process of quantitative trading is vulnerable to curve fitting and optimisation due to the heavy reliance on historical data. It can lead to irrational outcomes as the model can crumble because of market randomness.

The dynamic and active style of money management adapted by Quant mutual fund enables it to generate alpha while safeguarding the interest of its investors. Its focus on 'Predictive Analytics' has helped it sustain amidst adverse market conditions and to also emerge as one of the top AMCs in India.

But, at least according to Zhou, the strong recovery of quant strategies between 2021 and 2023 shows that the winter is very much over. Robeco's own quant strategies held up especially well in stressed equity markets such as China where many hedge funds and fundamental investment approaches are struggling now.

Potential Gains: These investments can offer bigger rewards because they focus on smaller firms that are likely to grow rapidly. However, past performance is not an indicator of future performance. Long-Term Thinking: These funds are like planting a seed and watching it grow.

Technology and data analytics play a key role at Quant MF, which also requires regular investments. Tandon has reportedly spent about ₹180 crore collecting wide-ranging data points including weather patterns, geopolitical happenings, and market sentiment analysis over the years.