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quant Small Cap Fund - Growth - Regular Plan

Quant · Small Cap
Very High
₹280.40
Current NAV
25 Jun 2026
26.8%
1Y Return
13.8%
3Y CAGR
25.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.68).
  • Generates significant excess returns relative to benchmark index (Alpha: 3.18).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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: Very High Risk
Low Moderate High Very High
Risk Metrics
1.68
Sharpe Ratio
0.98
Beta
3.18
Alpha
2.32
Sortino
Fund Details
Fund House Quant
Category Small Cap
AUM ₹3730 Cr
Expense Ratio 1.38%
Min SIP ₹500
Min Lumpsum ₹1000
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