26
ConsumptionAvoid
Quant Consumption
Quant · Direct–Growth · rank #24 of 25 by Smart Score
Data updated
Trailing returns
1 Year
3.7%
+0.7% vs index
3 Years
—
5 Years
—
Since launch
2.1%
Year-by-year performance
2025
-7.2%-14.8% vs index
2026
+6.7%+8.7% vs index
Why this score
Quant Consumption scores 26/100 — #24 of 25 Consumption fund (Avoid). It stands out for 1y return — beating 88% of peers on 1y return. The main drag is its expense ratio (better than only 6% of peers).
Each bar shows the fund's percentile vs Consumption peers — a longer bar beats more of the category.
Expense ratio1.64% · 6th percentile in category
Sharpe ratio-0.30 · 18th percentile in category
Alpha-6.73 · 3rd percentile in category
Fund size190.38 Cr · 6th percentile in category
Sortino ratio-0.42 · 18th percentile in category
1Y return3.74% · 88th percentile in category
Top holdings
1.Capri Global Capital Ltd9.28%
2.LG Electronics India Ltd.8.89%
3.Safari Industries (India) Ltd8.56%
4.HFCL Ltd8.42%
5.Ventive Hospitality Ltd.8.37%
14 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.