Quant Large and Mid Cap Fund Direct Growth

Scheme code: INF966L01648 NAV value: ₹ 118.5232 NAV date: 15 April, 2025

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Large & Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-11.41	76.45	35.94	30.46
3 year	14.32	39.88	27.06	21.66
5 year	-3.84	33.88	18.26	16.04
7 year	0.77	21.92	17.41	15.02
10 year	8.15	24.77	20.29	16.29
12 year	10.98	20.88	18.95	15.16

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	35.94
3 year	6.28	33.32	15.57	27.06
5 year	0.74	26.02	12.91	18.26
7 year	3.33	15.62	11.64	17.41
10 year	3.49	17.22	10.65	20.29
12 year	3.07	16.17	10.8	18.95
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	35.94
3 year	6.56	32.12	15.66	27.06
5 year	1	26.2	12.75	18.26
7 year	3.8	15.42	11.84	17.41
10 year	3.8	18	11.09	20.29
12 year	3.63	16.86	11.19	18.95
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	35.94
3 year	7.68	33.37	17	27.06
5 year	0.71	27.63	13.15	18.26
7 year	3.76	16.01	12.04	17.41
10 year	3.56	16.94	10.94	20.29
12 year	3.31	16.54	10.99	18.95
15 year	6.56	16.42	10.95

Rolling return for 1 year

- Average return: 35.94% - Median return: 46.07% - Average standard deviation: 5.94

Rolling return for 3 year

- Average return: 27.06% - Median return: 27.71% - Average standard deviation: 2.2

Rolling return for 5 year

- Average return: 18.26% - Median return: 16.22% - Average standard deviation: 1.27

Rolling return for 7 year

- Average return: 17.41% - Median return: 17.79% - Average standard deviation: 1.19

Rolling return for 10 year

- Average return: 20.29% - Median return: 21.18% - Average standard deviation: 1.03

Rolling return for 12 year

- Average return: 18.95% - Median return: 19.98% - Average standard deviation: 1.48

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	13,12,011	1,12,011	9.34
3 year	36,00,000	52,43,393	16,43,393	13.36
5 year	60,00,000	1,02,53,848	42,53,848	11.31
7 year	84,00,000	1,63,44,403	79,44,403	9.98
10 year	1,20,00,000	3,45,65,114	2,25,65,114	11.16
12 year	1,44,00,000	5,00,91,335	3,56,91,335	10.95

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	5.83	9.34
3 year	7.35	13.36
5 year	7.28	11.31
7 year	6.36	9.98
10 year	5.93	11.16
12 year	6.09	10.95

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	9.34
3 year	7.51	13.36
5 year	7.25	11.31
7 year	6.38	9.98
10 year	6.15	11.16
12 year	6.3	10.95

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	9.34
3 year	8.25	13.36
5 year	7.64	11.31
7 year	6.58	9.98
10 year	6.21	11.16
12 year	6.36	10.95

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,12,011 - Absolute Returns: ₹1,12,011 - CAGR: 9.34%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹52,43,393 - Absolute Returns: ₹16,43,393 - CAGR: 13.36%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,02,53,848 - Absolute Returns: ₹42,53,848 - CAGR: 11.31%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,63,44,403 - Absolute Returns: ₹79,44,403 - CAGR: 9.98%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,45,65,114 - Absolute Returns: ₹2,25,65,114 - CAGR: 11.16%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹5,00,91,335 - Absolute Returns: ₹3,56,91,335 - CAGR: 10.95%