EquitySmall Cap FundDirect · Growth
QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION
Quantum · Scheme 152107
₹14.18▼ 0.28%NAV · 2026-08-05
Decent FundScore
AUM
—
Expense ratio
—
3Y CAGR
—
Risk level
High
Min SIP
—
Benchmark
Nifty Smallcap 250 TRI
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.21% |
| 3 Months | +10.69% |
| 6 Months | +10.01% |
| 1 Year | +9.67% |
| 3 Years (CAGR) | — |
| 5 Years (CAGR) | — |
| 10 Years (CAGR) | — |
| Since Launch | +13.53% |
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 →
Returns36
Consistency50
Risk-adjusted45
Downside protection91
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Alpha vs benchmark: +3.9%
- ✓ Volatility: 15% annualised
- ✓ Max drawdown: -18%
- ✓ Downside capture: 71% of benchmark falls
- ✓ Direct plan: no distributor commission
What to watch
- • 1Y return vs category: -1.2% vs category avg
- • Sharpe ratio: 0.53
- • Sortino ratio: 0.72
Risk metrics
Sharpe ratio
0.53
Sortino ratio
0.72
Volatility
14.58%
Max drawdown
-18.21%
Downside capture
71.30%
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.