Why is Quant Small Cap Mutual Fund underperforming?

Описание: Why is Quant Small Cap Mutual Fund underperforming?

Why is Quant Small Cap Fund underperforming in 2024–2025 despite its strong long-term track record? In this video, we break down the real reasons behind Quant Small Cap Fund’s recent underperformance vs Nifty Small Cap 250 TRI and category peers, including aggressive sector rotation, active churning strategy, valuation-based early exits, SEBI stress test liquidity concerns, and its pure alpha approach instead of benchmark hugging. We also decode CIO Sandeep Tandon’s VLRT framework (Valuation, Liquidity, Risk, Timing), the shift toward infrastructure, NBFCs, banks, generics and old economy stocks, and whether this is a temporary phase or a structural concern for investors. If you have invested in Quant Small Cap Fund or planning to invest in small cap mutual funds in 2026, this detailed analysis will help you understand the risks, volatility, strategy shift and future outlook before making any investment decisions.


00:00 – Quant Small Cap Fund underperformance explained
00:37 – Fund history, AUM, benchmark & management details
01:45 – 1Y & 3Y underperformance vs Nifty Small Cap 250
02:53 – Active churning and aggressive sector rotation strategy
03:34 – Low PE strategy and early profit booking impact
04:41 – SEBI stress test, liquidity risk & large-cap allocation
05:16 – Future outlook: Infra, NBFCs, Banks, Generics focus
05:50 – Pure alpha strategy vs benchmark-hugging peers
06:58 – Dynamic style, volatility & old economy shift
07:31 – High beta fund risk, investor suitability
08:05 – Disclaimer and investment risk note

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