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HybridMulti Asset AllocationDirect · Growth

quant Multi Asset Allocation Fund-GROWTH OPTION-Direct Plan

quant · Scheme 120821

183.31 0.24%NAV · 2026-08-05
60
Decent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
22.9%
Risk level
Very High
Min SIP
Benchmark
Multi-asset composite index

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month-0.91%
3 Months+3.57%
6 Months+3.50%
1 Year+20.70%
3 Years (CAGR)+22.92%
5 Years (CAGR)+19.71%
10 Years (CAGR)+18.98%
Since Launch+16.01%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns100
Consistency57
Risk-adjusted14
Downside protection24
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +22.9%
  • 3Y CAGR vs category: +6.7% vs category avg
  • Positive 3Y windows: 98% of rolling 3Y windows positive
  • Direct plan: no distributor commission

What to watch

  • Beat category: beat category in 50% of windows
  • Sharpe ratio: 0.44
  • Sortino ratio: 0.51
  • Max drawdown: -45%

Risk metrics

Sharpe ratio
0.44
Sortino ratio
0.51
Volatility
27.60%
Max drawdown
-44.80%
Downside capture

SIP return calculator

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

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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