EquitySmall Cap FundDirect · Growth
QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION
Quantum · Scheme 152107
₹14.27▲ 0.07%NAV · 2026-09-18
Decent FundScore
AUM
₹254 cr
Expense ratio
0.85%
3Y CAGR
—
Risk level
High
Min SIP
₹500
Benchmark
Nifty Smallcap 250 TRI
Fund manager: Chirag MehtaExit load: Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 180 days.
Decent · 60/100
A solid option with a few areas worth a closer look.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 18%.
- ✓Alpha vs benchmark: +4.7%
- ✓Volatility: 14% annualised
- ✓Max drawdown: -18%
📉 What could drag it down
- •Small Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •1Y return vs category: -1.4% vs category avg
- •Sharpe ratio: 0.53
FundScore breakdown
60/100 · Decent
Returns
Weak
Consistency
Average
Risk-adjusted
Average
Downside protection
Excellent
Cost efficiency
Strong
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.