HybridEquity SavingsDirect · Growth
quant Equity Savings Fund - Growth Option - Direct Plan
quant · Scheme 153705
₹10.88▼ 0.21%NAV · 2026-09-18
Average FundScore
AUM
₹55 cr
Expense ratio
2.02%
3Y CAGR
—
Risk level
Moderate
Min SIP
₹1,000
Benchmark
Nifty Equity Savings Index
Fund manager: Sanjeev SharmaExit load: Exit load of 1%, if redeemed within 15 days.
Average · 55/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 5%.
- ✓Low volatility (6% a year) — a steady, low-drama ride.
- ✓1Y return vs category: +3.6% vs category avg
- ✓Max drawdown: -5%
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.30) — took on risk without enough payoff.
- •Pricey — 2.02% expense ratio quietly eats into long-term returns.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
- •1Y return: +8.4%
- •Sharpe ratio: 0.30
FundScore breakdown
55/100 · Average
Returns
Decent
Consistency
Average
Risk-adjusted
Weak
Downside protection
Excellent
Cost efficiency
Weak
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.