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EquityFocused FundDirect · Growth

quant Focused Fund - Growth Option-Direct Plan

quant · Scheme 120834

105.06 0.63%NAV · 2026-09-18
59
Decent FundScore
Start SIP
AUM
₹850 cr
Expense ratio
1.91%
3Y CAGR
15.1%
Risk level
High
Min SIP
₹1,000
Benchmark
Nifty 500 TRI
Fund manager: Sanjeev SharmaExit load: Exit load of 1%, if redeemed within 15 days.
Decent · 59/100

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

  • Compounding well recently — 15.1% CAGR over 3 years.
  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • 3Y CAGR: +15.1%
  • 5Y CAGR: +14.5%
  • Positive 3Y windows: 98% of rolling 3Y windows positive

📉 What could drag it down

  • Pricey — 1.91% expense ratio quietly eats into long-term returns.
  • Sharpe ratio: 0.65
  • Sortino ratio: 0.82

FundScore breakdown

59/100 · Decent
How it works →
71
Returns
Strong
73
Consistency
Strong
52
Risk-adjusted
Average
41
Downside protection
Weak
47
Cost efficiency
Average
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.