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EquitySectoral/ ThematicDirect · Growth

quant Quantamental Fund - Growth Option - Direct Plan

quant · Scheme 148925

26.94 0.77%NAV · 2026-09-18
74
Strong FundScore
Start SIP
AUM
₹1,642 cr
Expense ratio
1.60%
3Y CAGR
17.2%
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.
Strong · 74/100

A high-quality fund that scores well on the factors that matter.

🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.

📈 Why it could do well

  • Strong long-term record — 20.4% CAGR over 5 years.
  • Compounding well recently — 17.2% CAGR over 3 years.
  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • 3Y CAGR: +17.2%
  • 5Y CAGR: +20.4%
  • Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • Pricey — 1.60% expense ratio quietly eats into long-term returns.
  • Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
  • Expense ratio: 1.60%

FundScore breakdown

74/100 · Strong
How it works →
86
Returns
Excellent
97
Consistency
Excellent
58
Risk-adjusted
Decent
58
Downside protection
Decent
56
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.