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Quantum Value Fund - Direct Plan Growth Option

Quantum · Scheme 103490

₹125.55▼ 0.92%NAV · 2026-09-18
42
Weak FundScore
Start SIP
AUM
₹1,140 cr
Expense ratio
1.14%
3Y CAGR
11.7%
Risk level
High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Nilesh Shetty, Atul KumarExit load: For units in excess of 10% of the investment, exit load of 2% if redeemed within 365 days, 1% if redeemed after 365 days but within 730 days.
Below average · 42/100

Lags peers on our factors — weigh the risks carefully.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • ✓Positive 3Y windows: 96% of rolling 3Y windows positive
  • ✓Return stability: rolling-return std 7.3%
  • ✓Alpha vs benchmark: +3.4%

📉 What could drag it down

  • •Down 3.8% over the last year — currently out of favour.
  • •Weak risk-adjusted returns (Sharpe 0.44) — took on risk without enough payoff.
  • •Can fall sharply — dropped 54% in its worst stretch. Stomach needed.
  • •3Y CAGR vs category: -3.0% vs category avg
  • •5Y CAGR vs category: -4.3% vs category avg

FundScore breakdown

42/100 · Weak
How it works →
25
Returns
Weak
55
Consistency
Decent
37
Risk-adjusted
Weak
33
Downside protection
Weak
69
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.