64
Large & Mid CapBuy
Quant Large & Midcap Gr
Quant · Direct–Growth · rank #8 of 34 by Smart Score
Trailing returns
1 Year
8.1%
+5.6% vs index
3 Years
17.8%
5 Years
17.5%
Since launch
18.1%
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
+10.0%+10.3% vs index
Why this score
Quant Large & Midcap Gr scores 64/100 — #8 of 34 Large & Mid Cap fund (Buy). It stands out for 3y return and 5y return — beating 83% of peers on 3y 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.
3Y return17.81% · 83rd percentile in category
5Y return17.46% · 83rd percentile in category
Volatility19.89 · 5th percentile in category
Sharpe ratio0.77 · 70th percentile in category
1Y return8.08% · 89th percentile in category
Expense ratio1.22% · 29th percentile in category