EquityLarge & Mid Cap FundDirect · Growth
quant Large & Mid Cap Fund - Growth Option-Direct Plan
quant · Scheme 120826
₹139.91▼ 0.42%NAV · 2026-09-18
Decent FundScore
AUM
₹3,496 cr
Expense ratio
1.24%
3Y CAGR
17.5%
Risk level
Very High
Min SIP
₹1,000
Benchmark
Nifty LargeMidcap 250 TRI
Fund manager: Sanjeev SharmaExit load: Exit load of 1%, if redeemed within 15 days.
Decent · 62/100
A solid option with a few areas worth a closer look.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Strong long-term record — 17.7% CAGR over 5 years.
- ✓Compounding well recently — 17.5% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓3Y CAGR: +17.5%
- ✓5Y CAGR: +17.7%
- ✓Positive 3Y windows: 98% of rolling 3Y windows positive
📉 What could drag it down
- •Can fall sharply — dropped 46% in its worst stretch. Stomach needed.
- •High volatility (28% a year) — expect big swings up and down.
- •Sharpe ratio: 0.51
- •Sortino ratio: 0.65
FundScore breakdown
62/100 · Decent
Returns
Excellent
Consistency
Strong
Risk-adjusted
Weak
Downside protection
Weak
Cost efficiency
Decent
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.