Quant Mid Cap Fund

Direct · Growth

AI Summary

Performance

Quant Mid Cap Fund has delivered strong long-term SIP returns, with a 10Y XIRR of 22.22% and 7Y XIRR of 21.97%, outperforming the category averages of 19.41% and 19.29% respectively. However, recent performance has lagged, with the 1Y XIRR of 20.47% trailing the category average of 21.6% and negative alpha of -2.41% versus the NIFTY Midcap 150 over the same period. Over longer horizons the fund has beaten the benchmark, with a 7Y alpha of 4.82% and 10Y alpha of 3.01%.

Risk

The fund exhibits a defensive risk profile relative to its benchmark, with beta declining from 0.90 over 3Y to 0.73 over 15Y and consistently lower downside capture than upside capture (e.g., 82.61% downside vs 86.49% upside over 10Y). It has experienced 7 drawdown events greater than 10%, which is notable for a mid-cap fund, though the current maximum drawdown is minimal at -0.33% with a 133-day recovery. Calmar ratios remain stable in the 0.53-0.59 range across horizons, indicating consistent risk-adjusted returns.

Portfolio

The portfolio is highly concentrated with only 22 total holdings, and the top three positions — Aurobindo Pharma (9.95%), Lloyds Metals and Energy (9.27%), and Tata Communications (8.50%) — account for roughly 27.7% of NAV. Sector exposure is led by Telecom Services (14.4%) and Pharmaceuticals (12.0%), with meaningful allocations to Minerals & Mining and Construction. This concentrated, high-conviction approach increases single-stock and sector-specific risk compared to more diversified mid-cap peers.

Category Positioning

The fund has outperformed the category average SIP XIRR over 5Y (20.59% vs 19.38%), 7Y (21.97% vs 19.29%), 10Y (22.22% vs 19.41%), and 12Y (19.80% vs 18.82%) horizons, demonstrating strong long-term consistency. Its only category lags are over 1Y (20.47% vs 21.6%) and 3Y (19.32% vs 19.93%), reflecting recent underperformance. Calendar year returns show strong upside years such as 52.05% in 2021 and 34.75% in 2023, alongside modest losses in 2016, 2018, 2019, and 2025.

Investor Suitability

This fund suits investors with a high risk tolerance and an investment horizon of at least 5-7 years, as its outperformance versus both benchmark and category emerges primarily over longer periods. Its concentrated portfolio and mid-cap exposure make it prone to meaningful drawdowns, so investors should be prepared for interim volatility. It can serve as a satellite mid-cap allocation within a diversified portfolio rather than a core holding.

  • Strong long-term SIP performance with 10Y XIRR of 22.22% and 7Y XIRR of 21.97%, both well above category averages
  • Consistent positive alpha over longer horizons, including 4.82% over 7Y and 3.01% over 10Y versus the NIFTY Midcap 150
  • Favorable downside protection with downside capture below upside capture across most periods (e.g., 76.42% vs 80.13% over 12Y)

  • Recent underperformance with negative alpha of -2.41% over 1Y and -3.06% over 3Y versus the benchmark
  • High portfolio concentration with only 22 holdings and the top three stocks comprising roughly 27.7% of NAV

Generated on 06-09-2026, 7:54 PM. Verify before investing.

₹251.67
18 Aug 2026
NAV
19.4%
3Y CAGR
19.6%
5Y CAGR
18.8%
10Y CAGR
18.7%
Weighted CAGR
?
7.33
Sharpe
-33.4%
Max Drawdown
?
0.85%
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 ₹12.72 L 20.5% -48.2% 109.9%
3 Years ₹36.00 L ₹42.96 L 19.3% -19.4% 53.1%
5 Years ₹60.00 L ₹99.16 L 20.6% -8.9% 44.5%
7 Years ₹84.00 L ₹1.89 Cr 22.0% -3.2% 35.8%
10 Years ₹1.20 Cr ₹3.71 Cr 22.2% 17.7% 27.8%
12 Years ₹1.44 Cr ₹5.10 Cr 19.8% 17.1% 22.7%

SIP returns vs benchmark & category

Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.

Duration Fund SIP XIRR NIFTY MIDCAP 150 Category avg Fund edge
1 Year 20.5% 22.1% 21.6% -1.6%
3 Years 19.3% 17.3% 19.9% +2.0%
5 Years 20.6% 16.5% 19.4% +4.1%
7 Years 22.0% 16.7% 19.3% +5.2%
10 Years 22.2% 16.6% 19.4% +5.6%
12 Years 19.8% 16.3% 18.8% +3.5%

Duration Mean Median Min Max Sharpe Sortino % Positive Cat. Mean Cat. Median
1 Year 19.8% 13.1% -29.5% 121.3% 0.51 2.03 78%
3 Years 19.4% 15.1% -5.5% 50.0% 1.06 11.12 99%
5 Years 19.6% 19.9% -2.2% 41.5% 1.32 13.69 99%
10 Years 18.8% 18.3% 15.8% 22.5% 7.33 100%

-33.4%
Max Drawdown
2 mo
Drawdown Duration
4 mo
Recovery Time
-5.2%
Avg Drawdown

Calmar Ratio by Duration

0.59
1Y
0.58
3Y
0.59
5Y
0.56
7Y
0.56
10Y
0.53
12Y

Compared against NIFTY MIDCAP 150

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Bench CAGR
1 Year -2.41 0.77 79.4% 81.6% 6.7% 9.9%
3 Years -3.06 0.90 88.1% 89.7% 13.9% 18.1%
5 Years +0.57 0.95 95.2% 94.0% 17.5% 17.5%
7 Years +4.82 0.92 93.3% 88.6% 25.6% 22.1%
10 Years +3.01 0.86 86.5% 82.6% 18.3% 16.8%
12 Years +2.27 0.80 80.1% 76.4% 17.1% 16.9%
15 Years +2.10 0.73 72.9% 68.3% 15.1% 15.3%

22
Total Holdings
61.1%
Top 10 Weight
19
Sectors
# Stock % of NAV
1 Aurobindo Pharma Limited 9.95%
2 Lloyds Metals And Energy Limited 9.27%
3 Tata Communications Limited 8.50%
4 IRB Infrastructure Developers Limited 6.16%
5 Indus Towers Limited 5.95%
6 Bharat Heavy Electricals Ltd 4.65%
7 ICICI Bank Limited 4.63%
8 Nippon Life India Asset Management Ltd 4.54%
9 LG Electronics India Limited 3.92%
10 Linde India Ltd. 3.57%