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EquityLarge Cap FundDirect · Growth

quant Large Cap Fund - Growth Option - Direct Plan

quant · Scheme 150440

17.10 0.72%NAV · 2026-08-05
74
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
15.5%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.99%
3 Months+7.76%
6 Months+8.50%
1 Year+10.03%
3 Years (CAGR)+15.49%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+14.41%

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 →

Returns76
Consistency100
Risk-adjusted49
Downside protection57
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +15.5%
  • 3Y CAGR vs category: +3.1% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 94% of windows
  • Alpha vs benchmark: +5.4%

What to watch

  • Sharpe ratio: 0.56
  • Sortino ratio: 0.74
  • Downside capture: 100% of benchmark falls

Risk metrics

Sharpe ratio
0.56
Sortino ratio
0.74
Volatility
15.31%
Max drawdown
-21.11%
Downside capture
99.70%

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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