61
Large & Mid CapHold
Quant Large & Midcap Gr
Quant · Direct–Growth · rank #8 of 36 by Smart Score
Data updated
Trailing returns
1 Year
9.7%
+9.5% vs index
3 Years
14.8%
5 Years
16.0%
Since launch
17.8%
Year-by-year performance
2021
+39.3%—
2022
+15.0%—
2023
+34.4%—
2024
+19.4%+0.9% vs index
2025
-0.7%-9.1% vs index
2026
+9.5%+11.4% vs index
Why this score
Quant Large & Midcap Gr scores 61/100 — #8 of 36 Large & Mid Cap fund (Hold). It stands out for 5y return and 3y return — beating 87% of peers on 5y return. The main drag is its volatility (better than only 5% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
5Y return15.98% · 87th percentile in category
3Y return14.83% · 75th percentile in category
Volatility19.52 · 5th percentile in category
1Y return9.74% · 98th percentile in category
Expense ratio1.25% · 31st percentile in category
Sortino ratio0.69 · 71st percentile in category
Top holdings
1.Aurobindo Pharma Ltd9.73%
2.Lloyds Metals and Energy Ltd9%
3.Samvardhana Motherson International Ltd8.14%
4.Adani Enterprises Ltd6.44%
5.Adani Green Energy Ltd5.69%
27 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.