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quant Mid Cap Fund - IDCW Option - Direct Plan

Quant · Mid Cap
High
₹81.22
Current NAV
26 Oct 2026
-4.1%
1Y Return
9.6%
3Y CAGR
12.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.18%.
  • Very large asset base (AUM: ₹10,130 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.58
Sharpe Ratio
1.08
Beta
-1.92
Alpha
0.68
Sortino
Fund Details
Fund House Quant
Category Mid Cap
AUM ₹10130 Cr
Expense Ratio 0.18%
Min SIP ₹500
Min Lumpsum ₹1000
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