68
Small CapBuy
Quant Small Cap
Quant · Direct–Growth · rank #6 of 36 by Smart Score
Data updated
Trailing returns
1 Year
11.1%
+7.9% vs index
3 Years
16.6%
+4.1% vs index
5 Years
17.1%
+4.8% vs index
Since launch
17.4%
Year-by-year performance
2021
+91.7%+30.5% vs index
2022
+11.2%+14.6% vs index
2023
+48.0%-0.3% vs index
2024
+23.5%-3.0% vs index
2025
-1.4%+4.3% vs index
2026
+13.2%+7.4% vs index
Why this score
Quant Small Cap scores 68/100 — #6 of 36 Small Cap fund (Buy). It stands out for 5y return and 3y return — beating 85% of peers on 5y return. The main drag is its volatility (better than only 18% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
5Y return17.13% · 85th percentile in category
3Y return16.58% · 77th percentile in category
Volatility20.26 · 18th percentile in category
Sharpe ratio0.63 · 76th percentile in category
Fund size35391.32 Cr · 88th percentile in category
Sortino ratio0.76 · 76th percentile in category
Top holdings
1.HFCL Ltd6.1%
2.RBL Bank Ltd4.78%
3.Adani Enterprises Ltd4.36%
4.Adani Power Ltd3.56%
5.Aegis Logistics Ltd3.5%
104 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.