FundLens
70
Large CapBuy

Quant Large Cap

Quant · Direct–Growth · rank #6 of 35 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
8.7%
+10.5% vs index
3 Years
14.4%
+6.2% vs index
5 Years
Since launch
13.5%

Year-by-year performance

last entry = YTD
2023
+28.9%
2024
+15.9%
2025
+5.3%
2026
+4.4%

Why this score

Quant Large Cap scores 70/100 — #6 of 35 Large Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 93% 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 return14.41% · 93rd percentile in category
Sharpe ratio0.71 · 98th percentile in category
Volatility18.26 · 2nd percentile in category
Alpha5.20 · 98th percentile in category
Expense ratio1.47% · 13th percentile in category
Sortino ratio0.65 · 83rd percentile in category

Top holdings

top 5 = 38.7% of portfolio
1.ICICI Bank Ltd8.9%
2.Adani Enterprises Ltd8.65%
3.Adani Green Energy Ltd8.41%
4.Capri Global Capital Ltd6.71%
5.LG Electronics India Ltd.6.04%

15 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

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