FundLens
49
FocusedHold

Quant Focused Gr

Quant · Direct–Growth · rank #15 / 28 Smart Score ke hisaab se

Data updated

Quant Focused Gr ka score 49/100 hai — 28 mein #15 Focused fund (Hold). Mazbooti: 5 saal ka return (category mein 81th percentile) aur 3 saal ka return (category mein 61th percentile). Kamzori: expense ratio (category mein 2th percentile).

Trailing returns

index ke muqable: Nifty 500 (index-fund proxy)
1 saal
13.0%
+10.3% index ke muqable
3 saal
14.2%
+2.8% index ke muqable
5 saal
13.8%
+3.5% index ke muqable
Launch se
16.7%

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
9.3%

Risk metrics

Sharpe ratio
0.54
↑ jitna zyada, utna accha
Sortino ratio
0.65
↑ jitna zyada, utna accha
Std deviation
19.13
↓ jitna kam, utna accha
Alpha
1.09
↑ jitna zyada, utna accha
Beta
1.15
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.