66
Large & Mid CapBuy
Quant Large & Midcap
Quant · Direct–Growth · rank #8 of 36 by Smart Score
Data updated
Trailing returns
1 Year
7.1%
+10.4% vs index
3 Years
14.0%
5 Years
13.5%
Since launch
17.5%
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
+6.8%+12.0% vs index
Why this score
Quant Large & Midcap scores 66/100 — #8 of 36 Large & Mid Cap fund (Buy). It stands out for 5y return and 3y return — beating 87% 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 return13.52% · 87th percentile in category
3Y return13.98% · 83rd percentile in category
Volatility19.63 · 5th percentile in category
1Y return7.12% · 98th percentile in category
Sharpe ratio0.51 · 70th percentile in category
Sortino ratio0.61 · 76th percentile in category
Top holdings
1.Aurobindo Pharma Ltd9.76%
2.Lloyds Metals and Energy Ltd9.74%
3.Samvardhana Motherson International Ltd8.02%
4.Adani Enterprises Ltd6.74%
5.Adani Green Energy Ltd6.17%
24 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.