Quant Active Fund Direct Growth

Scheme code: INF966L01614 NAV value: ₹ 645.2440 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Multi Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-13.81	61.65	25.94	30.54
3 year	9.60	53.39	29.77	23.57
5 year	5.35	72.24	24.04	17.85
7 year	9.46	62.98	21.77	16.27
10 year	16.49	48.03	23.09	18.23
12 year	19.45	41.44	23.13	18.72

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	16.5	25.94
3 year	6.28	33.32	15.64	29.77
5 year	2.42	26.02	13.24	24.04
7 year	3.33	15.62	11.68	21.77
10 year	3.49	17.22	10.62	23.09
12 year	3.07	16.17	10.82	23.13
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	19.3	25.94
3 year	6.56	32.12	15.73	29.77
5 year	2.66	26.2	13.08	24.04
7 year	3.8	15.42	11.86	21.77
10 year	3.8	28.93	11.33	23.09
12 year	3.63	26.65	11.48	23.13
15 year	7.01	24.69	11.54

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	25.94
3 year	7.68	33.37	17.09	29.77
5 year	2.35	27.63	13.51	24.04
7 year	3.76	16.01	12.07	21.77
10 year	3.56	16.94	10.92	23.09
12 year	3.31	16.54	11.01	23.13
15 year	6.56	16.42	10.96

NIFTY LARGEMIDCAP 250

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-36	24.56	-2.59	25.94
3 year	-7.78	14.62	4.22	29.77

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	21.62	25.94
3 year	8.04	34.46	18.06	29.77
5 year	2.35	28.64	13.9	24.04
7 year	3.97	16.42	12.38	21.77
10 year	3.53	17.72	11.23	23.09
12 year	3.1	16.97	11.28	23.13
15 year	6.68	16.96	11.21

NIFTY500 MULTICAP MOMENTUM QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-21.77	1890.37	230.64	25.94
3 year	-52.59	270.13	117.83	29.77
5 year	-40.04	32.27	-8.67	24.04
7 year	-24.44	24.56	3.83	21.77
10 year	-15.51	26.38	11.5	23.09
12 year	-8.19	25.4	11.03	23.13
15 year	-5.52	25.9	8.36

Rolling return for 1 year

- Average return: 25.94% - Median return: 31.67% - Average standard deviation: 5.69

Rolling return for 3 year

- Average return: 29.77% - Median return: 31.49% - Average standard deviation: 2.46

Rolling return for 5 year

- Average return: 24.04% - Median return: 23.69% - Average standard deviation: 1.7

Rolling return for 7 year

- Average return: 21.77% - Median return: 20.95% - Average standard deviation: 1.89

Rolling return for 10 year

- Average return: 23.09% - Median return: 22.16% - Average standard deviation: 1.73

Rolling return for 12 year

- Average return: 23.13% - Median return: 20.77% - Average standard deviation: 2.94

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	12,72,065	72,065	6.01
3 year	36,00,000	52,30,189	16,30,189	13.26
5 year	60,00,000	1,16,53,521	56,53,521	14.20
7 year	84,00,000	1,95,86,928	1,11,86,928	12.86
10 year	1,20,00,000	4,21,44,678	3,01,44,678	13.39
12 year	1,44,00,000	5,92,54,703	4,48,54,703	12.51

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.43	6.01
3 year	7.32	13.26
5 year	7.4	14.2
7 year	6.37	12.86
10 year	5.94	13.39
12 year	6.1	12.51

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6	6.01
3 year	7.48	13.26
5 year	7.37	14.2
7 year	6.4	12.86
10 year	6.44	13.39
12 year	6.56	12.51

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	6.01
3 year	8.22	13.26
5 year	7.77	14.2
7 year	6.6	12.86
10 year	6.23	13.39
12 year	6.37	12.51

NIFTY LARGEMIDCAP 250

Duration	Average return (%)	Fund's return (%)
1 year	3.25	6.01
3 year	1.11	13.26

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	6.48	6.01
3 year	8.7	13.26
5 year	8.11	14.2
7 year	6.8	12.86
10 year	6.45	13.39
12 year	6.59	12.51

NIFTY500 MULTICAP MOMENTUM QUALITY 50

Duration	Average return (%)	Fund's return (%)
1 year	11.27	6.01
3 year	123.01	13.26
5 year	48.38	14.2
7 year	23.96	12.86
10 year	14.09	13.39
12 year	12.47	12.51

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,72,065 - Absolute Returns: ₹72,065 - CAGR: 6.01%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹52,30,189 - Absolute Returns: ₹16,30,189 - CAGR: 13.26%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,16,53,521 - Absolute Returns: ₹56,53,521 - CAGR: 14.2%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,95,86,928 - Absolute Returns: ₹1,11,86,928 - CAGR: 12.86%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹4,21,44,678 - Absolute Returns: ₹3,01,44,678 - CAGR: 13.39%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹5,92,54,703 - Absolute Returns: ₹4,48,54,703 - CAGR: 12.51%