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EquityMulti Cap FundDirect · Growth

quant Multi Cap Fund-GROWTH OPTION-Direct Plan

quant · Scheme 120823

730.62 0.24%NAV · 2026-08-05
54
Average FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
12.1%
Risk level
High
Min SIP
Benchmark
Nifty 500 Multicap 50:25:25 TRI

NAV Growth

Loading NAV history…

Historical returns

PeriodReturn
1 Month-0.38%
3 Months+6.14%
6 Months+13.21%
1 Year+9.38%
3 Years (CAGR)+12.14%
5 Years (CAGR)+12.53%
10 Years (CAGR)+18.47%
Since Launch+18.39%

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 →

Returns49
Consistency60
Risk-adjusted44
Downside protection38
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 10Y CAGR: +18.5%
  • 10Y CAGR vs category: +2.1% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Direct plan: no distributor commission

What to watch

  • 3Y CAGR vs category: -4.1% vs category avg
  • 5Y CAGR vs category: -2.5% vs category avg
  • Beat category: beat category in 49% of windows
  • Sortino ratio: 0.86

Risk metrics

Sharpe ratio
0.71
Sortino ratio
0.86
Volatility
17.20%
Max drawdown
-36.26%
Downside capture
100.40%

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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