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EquitySectoral/ ThematicDirect · Growth

quant Quantamental Fund - Growth Option - Direct Plan

quant · Scheme 148925

27.29 0.29%NAV · 2026-08-05
79
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
17.8%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month-1.83%
3 Months+4.44%
6 Months+10.23%
1 Year+14.27%
3 Years (CAGR)+17.78%
5 Years (CAGR)+19.79%
10 Years (CAGR)
Since Launch+21.00%

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 →

Returns89
Consistency97
Risk-adjusted59
Downside protection58
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +17.8%
  • 5Y CAGR: +19.8%
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 98% of windows
  • Alpha vs benchmark: +8.5%

Risk metrics

Sharpe ratio
0.83
Sortino ratio
1.05
Volatility
17.51%
Max drawdown
-23.34%
Downside capture
96.70%

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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