Quantum Diversified Equity All Cap Active Fund of Funds
Direct · Growth ₹84.70
17 Jun 2026
NAV
13.8%
3Y CAGR
14.2%
5Y CAGR
13.3%
10Y CAGR
13.6%
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.
3.35
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.
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 | ₹12.61 L | 14.9% | -54.2% | 91.1% |
| 3 Years | ₹36.00 L | ₹44.46 L | 14.4% | -20.6% | 36.1% |
| 5 Years | ₹60.00 L | ₹87.90 L | 14.9% | -7.9% | 24.9% |
| 7 Years | ₹84.00 L | ₹1.37 Cr | 14.0% | -0.4% | 20.3% |
| 10 Years | ₹1.20 Cr | ₹2.42 Cr | 13.3% | 4.2% | 17.2% |
| 12 Years | ₹1.44 Cr | ₹3.50 Cr | 14.1% | 11.2% | 17.1% |
| 15 Years | ₹1.80 Cr | ₹5.80 Cr | 14.4% | 12.4% | 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 | 14.9% | 14.5% | 24.7% | +0.4% |
| 3 Years | 14.4% | 11.2% | 20.3% | +3.2% |
| 5 Years | 14.9% | 10.4% | 13.3% | +4.5% |
| 7 Years | 14.0% | 10.6% | 12.8% | +3.4% |
| 10 Years | 13.3% | 11.5% | 12.1% | +1.9% |
| 12 Years | 14.1% | 11.4% | 12.6% | +2.7% |
| 15 Years | 14.4% | 11.9% | 15.2% | +2.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.4% | 10.4% | -29.7% | 82.7% | 0.42 | 1.15 | 81% | — | — |
| 3 Years | 13.8% | 14.5% | -5.9% | 29.1% | 1.06 | 3.55 | 96% | — | — |
| 5 Years | 14.2% | 14.1% | -0.1% | 25.9% | 1.79 | 14.15 | 100% | — | — |
| 10 Years | 13.3% | 13.6% | 7.0% | 17.0% | 3.35 | — | 100% | — | — |
-35.1%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-5.9%
Avg Drawdown
Calmar Ratio by Duration
0.41
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 | +3.60 | 0.98 | 97.3% | 92.4% | -0.0% | -3.8% |
| 3 Years | +4.76 | 0.95 | 95.9% | 89.4% | 13.1% | 8.4% |
| 5 Years | +3.07 | 0.92 | 91.9% | 87.5% | 11.7% | 8.8% |
| 7 Years | +3.04 | 0.87 | 88.4% | 84.7% | 13.3% | 10.8% |
| 10 Years | +1.93 | 0.87 | 88.8% | 85.9% | 12.7% | 11.4% |
| 12 Years | +2.81 | 0.88 | 89.7% | 85.9% | 12.5% | 10.1% |
| 15 Years | +2.90 | 0.87 | 89.5% | 85.8% | 12.8% | 10.5% |