61
Large & Mid CapHold
Quant Large & Midcap Gr
Quant · Direct–Growth · rank #9 of 36 by Smart Score
Data updated
Trailing returns
1 Year
13.7%
+8.4% vs index
3 Years
15.9%
5 Years
16.3%
Since launch
17.9%
Year-by-year performance
2021
+39.3%—
2022
+15.0%—
2023
+34.4%—
2024
+19.4%+0.9% vs index
2025
-0.7%-9.1% vs index
2026
+9.4%+9.8% vs index
Why this score
Quant Large & Midcap Gr scores 61/100 — #9 of 36 Large & Mid Cap fund (Hold). It stands out for 5y return and 3y return — beating 83% of peers on 5y return. The main drag is its volatility (better than only 5% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
5Y return16.26% · 83rd percentile in category
Volatility19.89 · 5th percentile in category
3Y return15.92% · 71st percentile in category
Sharpe ratio0.77 · 74th percentile in category
Expense ratio1.28% · 22nd percentile in category
1Y return13.72% · 95th percentile in category
Top holdings
1.Lloyds Metals and Energy Ltd10.24%
2.Aurobindo Pharma Ltd8.93%
3.Samvardhana Motherson International Ltd7.61%
4.Adani Enterprises Ltd6.76%
5.Adani Green Energy Ltd6.46%
21 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.