73
Large CapBuy
Quant Large Cap
Quant · Direct–Growth · rank #6 of 35 by Smart Score
Trailing returns
1 Year
8.3%
+10.4% vs index
3 Years
16.1%
+7.7% vs index
5 Years
—
Since launch
14.6%
Year-by-year performance
2023
+28.9%+7.9% vs index
2024
+15.9%+6.1% vs index
2025
+5.3%-6.4% vs index
2026
+6.8%+13.1% vs index
Why this score
Quant Large Cap scores 73/100 — #6 of 35 Large Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 98% of peers on 3y return. The main drag is its volatility (better than only 2% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return16.05% · 98th percentile in category
Sharpe ratio0.71 · 98th percentile in category
Volatility18.26 · 2nd percentile in category
Alpha5.20 · 95th percentile in category
Sortino ratio0.84 · 91st percentile in category
Expense ratio1.37% · 18th percentile in category