Quant Equity Savings Fund
Direct · Growth ₹10.86
19 Oct 2026
NAV
8.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
2.32
Sharpe
-5.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.56%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.63 L | 11.1% | 4.7% | 16.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 11.1% | 7.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.7% | 8.7% | 6.7% | 11.0% | 2.32 | — | 100% | — | — |
-5.0%
Max Drawdown
1 mo
Drawdown Duration
1 mo
Recovery Time
-0.8%
Avg Drawdown
Calmar Ratio by Duration
1.75
1Y
21
Total Holdings
49.2%
Top 10 Weight
14
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Indus Towers Limited | 9.21% |
| 2 | Bandhan Bank Ltd. | 8.04% |
| 3 | Gujarat Themis Biosyn Ltd | 7.69% |
| 4 | Info Edge (India) Ltd | 4.91% |
| 5 | Bajaj Finance Limited | 3.61% |
| 6 | Eternal Limited | 3.50% |
| 7 | Life Insurance Corporation Of India | 3.46% |
| 8 | Coal India Ltd | 2.97% |
| 9 | HCL Technologies Limited | 2.91% |
| 10 | Adani Power Limited | 2.90% |