NFO Alert: Quantum Mutual Fund launches Quantum Small Cap Fund; all you need to know

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₹500 per plan/option and in multiples of Re 1. There is no upper limit for investment.

Under normal circumstances, the asset allocation of the scheme will be as follows:Indicative allocations (% of total assets)MinimumMaximumEquity & equity-related instruments of small-cap companies65%100%Very HighEquity and equity-related instruments of other than small-cap companies0%35%Very HighDebt & Money Market instruments0%35%Low to Moderately High To date, many asset management companies (AMCs) have launched such small-cap equity funds, thus, allowing inclined investors to avail of returns corresponding to the total returns of the stocks invested in these kinds of funds. Some of them include:Mutual Fund HouseSmall cap fund10-year returns (in %)HDFC Mutual FundHDFC Small Cap Fund22.44Sundaram Mutual FundSundaram Small Cap Fund22.49DSP Mutual FundDSP Small Cap Fund26.36Kotak Mahindra Mutual FundKotak Small Cap Fund24.81Nippon India Mutual FundNippon India Small Cap Fund30.50Quant Mutual FundQuant Small Cap Fund18.54SBI Mutual FundSBI Small Cap Fund28.18 The performance of the scheme will be benchmarked to the performance of S&P BSE 250 SmallCap TRI.

The benchmark will be representative of the fund’s asset allocation and most suited for comparison for the performance of the scheme. The Trustee/AMC reserves the right to change the benchmark for the evaluation of the performance of the scheme from time to time, keeping in mind the investment objective of the scheme and the appropriateness of the benchmark, after obtaining relevant approval from SEBI.

This scheme involves no “Entry Load", which means that investors do not have to pay anything to park their earnings in this scheme. The “Exit Load" would be charged in the order For any