Quant Momentum Fund
Direct · Growth ₹15.18
19 Oct 2026
NAV
4.2%
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.
-0.19
Sharpe
-22.7%
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.
0.75%
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 | ₹12.23 L | 3.3% | -29.1% | 50.0% |
| 3 Years | ₹36.00 L | ₹38.73 L | 4.9% | 3.3% | 5.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 3.3% | 14.3% | 10.7% | -11.0% |
| 3 Years | 4.9% | 11.0% | 16.3% | -6.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 4.2% | 3.8% | -14.3% | 48.8% | -0.19 | -0.28 | 62% | — | — |
-22.7%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-8.1%
Avg Drawdown
Calmar Ratio by Duration
0.18
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.76 | 0.89 | 91.9% | 74.1% | 6.0% | -9.5% |
| 3 Years | +9.92 | 1.03 | 105.1% | 92.5% | 15.2% | 5.3% |
| 5 Years | +5.80 | 1.03 | 105.1% | 92.5% | 8.9% | 3.2% |
| 7 Years | +4.12 | 1.03 | 105.1% | 92.5% | 6.3% | 2.3% |
| 10 Years | +2.90 | 1.03 | 105.1% | 92.5% | 4.3% | 1.6% |
| 12 Years | +2.43 | 1.03 | 105.1% | 92.5% | 3.6% | 1.3% |
| 15 Years | +1.97 | 1.03 | 105.1% | 92.5% | 2.9% | 1.0% |
14
Total Holdings
68.3%
Top 10 Weight
10
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Indus Towers Limited | 9.39% |
| 2 | Aurobindo Pharma Limited | 9.34% |
| 3 | Adani Enterprises Limited | 9.06% |
| 4 | Piramal Finance Ltd | 8.83% |
| 5 | Adani Green Energy Limited | 8.33% |
| 6 | Reliance Industries Limited | 6.71% |
| 7 | Bharat Heavy Electricals Ltd | 4.91% |
| 8 | Hexaware Technologies Limited | 4.05% |
| 9 | Colgate Palmolive (India) Ltd. | 3.86% |
| 10 | Life Insurance Corporation Of India | 3.84% |