Quantum Diversified Equity All Cap Active Fund of Funds
Direct · Growth ₹82.34
30 Oct 2026
NAV
13.8%
3Y CAGR
14.0%
5Y CAGR
13.3%
10Y CAGR
13.5%
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.
3.37
Sharpe
-35.1%
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.
0.51%
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 | ₹12.59 L | 14.6% | -54.2% | 91.1% |
| 3 Years | ₹36.00 L | ₹44.33 L | 14.2% | -20.6% | 36.1% |
| 5 Years | ₹60.00 L | ₹87.59 L | 14.8% | -7.9% | 24.9% |
| 7 Years | ₹84.00 L | ₹1.36 Cr | 14.0% | -0.4% | 20.3% |
| 10 Years | ₹1.20 Cr | ₹2.40 Cr | 13.3% | 4.2% | 17.2% |
| 12 Years | ₹1.44 Cr | ₹3.48 Cr | 14.0% | 11.0% | 17.1% |
| 15 Years | ₹1.80 Cr | ₹5.74 Cr | 14.2% | 12.2% | 16.0% |
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 | 14.6% | 14.3% | 22.7% | +0.4% |
| 3 Years | 14.2% | 11.0% | 19.3% | +3.1% |
| 5 Years | 14.8% | 10.4% | 13.1% | +4.4% |
| 7 Years | 14.0% | 10.6% | 12.7% | +3.4% |
| 10 Years | 13.3% | 11.4% | 12.3% | +1.9% |
| 12 Years | 14.0% | 11.3% | 12.3% | +2.7% |
| 15 Years | 14.2% | 11.8% | 14.9% | +2.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.1% | 9.9% | -29.7% | 82.7% | 0.41 | 1.10 | 80% | — | — |
| 3 Years | 13.8% | 14.3% | -5.9% | 29.1% | 1.07 | 3.58 | 96% | — | — |
| 5 Years | 14.0% | 14.0% | -0.1% | 25.9% | 1.76 | 14.14 | 100% | — | — |
| 10 Years | 13.3% | 13.4% | 7.0% | 17.0% | 3.37 | — | 100% | — | — |
-35.1%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-5.8%
Avg Drawdown
Calmar Ratio by Duration
0.40
1Y
0.39
3Y
0.40
5Y
0.38
7Y
0.38
10Y
0.40
12Y
0.37
15Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.24 | 0.96 | 95.1% | 89.2% | -5.9% | -10.9% |
| 3 Years | +4.53 | 0.94 | 95.0% | 89.0% | 10.9% | 6.4% |
| 5 Years | +2.88 | 0.92 | 91.7% | 87.6% | 8.2% | 5.2% |
| 7 Years | +2.95 | 0.86 | 88.1% | 84.3% | 12.4% | 10.0% |
| 10 Years | +1.40 | 0.87 | 88.3% | 86.0% | 11.2% | 10.3% |
| 12 Years | +2.61 | 0.87 | 89.0% | 85.3% | 11.3% | 9.0% |
| 15 Years | +3.20 | 0.88 | 90.2% | 86.2% | 13.0% | 10.3% |