Quant Momentum Fund
Direct · Growth ₹16.04
20 Jul 2026
NAV
3.4%
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.
-0.25
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.
NA
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 | ₹12.17 L | 1.9% | -29.1% | 50.0% |
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 | 1.9% | 14.5% | 13.7% | -12.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3.4% | 1.8% | -14.3% | 48.8% | -0.25 | -0.35 | 56% | — | — |
-22.7%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-8.4%
Avg Drawdown
Calmar Ratio by Duration
0.15
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.72 | 0.93 | 98.9% | 84.7% | 8.0% | -3.4% |
| 3 Years | +10.03 | 1.04 | 108.0% | 94.5% | 17.0% | 7.0% |
| 5 Years | +5.85 | 1.04 | 108.0% | 94.5% | 9.9% | 4.1% |
| 7 Years | +4.18 | 1.04 | 108.0% | 94.5% | 7.0% | 2.9% |
| 10 Years | +2.96 | 1.04 | 108.0% | 94.5% | 4.8% | 2.0% |
| 12 Years | +2.50 | 1.04 | 108.0% | 94.5% | 4.0% | 1.7% |
| 15 Years | +2.04 | 1.04 | 108.0% | 94.5% | 3.2% | 1.4% |
16
Total Holdings
61.7%
Top 10 Weight
11
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Piramal Finance Ltd | 10.16% |
| 2 | Adani Green Energy Limited | 9.96% |
| 3 | Adani Enterprises Limited | 9.70% |
| 4 | Aurobindo Pharma Limited | 8.14% |
| 5 | Indus Towers Limited | 5.26% |
| 6 | Bharat Heavy Electricals Ltd | 4.51% |
| 7 | Max Healthcare Institute Limited | 4.44% |
| 8 | Tech Mahindra Limited | 3.55% |
| 9 | HFCL Limited | 2.98% |
| 10 | YES Bank Ltd. | 2.97% |