65
Small CapBuy
Quant Small Cap Gr
Quant · Direct–Growth · rank #8 of 36 by Smart Score
Data updated
Trailing returns
1 Year
16.7%
+8.1% vs index
3 Years
17.6%
+2.4% vs index
5 Years
20.4%
+4.9% vs index
Since launch
17.7%
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
+15.1%+5.5% vs index
Why this score
Quant Small Cap Gr scores 65/100 — #8 of 36 Small Cap fund (Buy). It stands out for 5y return and sharpe ratio — beating 89% 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 return20.44% · 89th percentile in category
Sharpe ratio0.79 · 77th percentile in category
Volatility20.58 · 18th percentile in category
Fund size33841.20 Cr · 90th percentile in category
3Y return17.58% · 65th percentile in category
Expense ratio0.95% · 38th percentile in category
Top holdings
1.HFCL Ltd5.44%
2.PUT NIFTY 25-Aug-2026 225005.33%
3.Adani Enterprises Ltd4.72%
4.RBL Bank Ltd4.65%
5.Adani Power Ltd3.72%
108 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.