FundLens
53
FocusedHold

Quant Focused Gr

Quant · Direct–Growth · rank #13 / 28 Smart Score ke hisaab se

Data updated

Quant Focused Gr ka score 53/100 hai — 28 mein #13 Focused fund (Hold). Mazbooti: 5 saal ka return (category mein 76th percentile) aur 3 saal ka return (category mein 65th percentile). Kamzori: utaar-chadhaav (category mein 5th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
8.3%
+9.3% index ke muqable
3 saal
14.7%
+3.2% index ke muqable
5 saal
14.4%
+2.8% index ke muqable
Launch se
16.8%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
38.6%
2022
11.8%
2023
30.3%
2024
13.3%
2025
3.4%
2026
7.7%

Risk metrics

Sharpe ratio
0.68
↑ jitna zyada, utna accha
Sortino ratio
0.70
↑ jitna zyada, utna accha
Std deviation
19.81
↓ jitna kam, utna accha
Alpha
2.63
↑ jitna zyada, utna accha
Beta
1.18
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.