26
ValueAvoid
Quantum Value
Quantum · Direct–Growth · rank #20 of 23 by Smart Score
Data updated
Trailing returns
1 Year
-7.9%
-3.2% vs index
3 Years
9.5%
+0.1% vs index
5 Years
8.5%
+0.6% vs index
Since launch
12.9%
Year-by-year performance
2021
+25.5%-5.1% vs index
2022
+7.1%+3.3% vs index
2023
+27.6%+1.1% vs index
2024
+22.7%+7.1% vs index
2025
+4.6%-3.0% vs index
2026
-8.7%-2.7% vs index
Why this score
Quantum Value scores 26/100 — #20 of 23 Value fund (Avoid). It stands out for volatility — beating 93% of peers on volatility. The main drag is its 5y return (better than only 3% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return8.52% · 3rd percentile in category
3Y return9.47% · 13th percentile in category
Volatility12.42 · 93rd percentile in category
Sharpe ratio0.24 · 17th percentile in category
1Y return-7.87% · 2nd percentile in category
Sortino ratio0.33 · 21st percentile in category
Top holdings
1.HDFC Bank Ltd5.81%
2.ICICI Bank Ltd4.85%
3.Kotak Mahindra Bank Ltd4.53%
4.Tata Consultancy Services Ltd4.4%
5.Infosys Ltd4.12%
34 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.