67
Large CapBuy
Quant Large Cap
Quant · Direct–Growth · rank #8 of 35 by Smart Score
Data updated
Trailing returns
1 Year
5.7%
+13.0% vs index
3 Years
13.4%
+7.3% vs index
5 Years
—
Since launch
13.3%
Year-by-year performance
2023
+28.9%+7.9% vs index
2024
+15.9%+6.1% vs index
2025
+5.3%-6.4% vs index
2026
+4.3%+14.2% vs index
Why this score
Quant Large Cap scores 67/100 — #8 of 35 Large Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 95% of peers on 3y return. The main drag is its volatility (better than only 2% of peers).
Each bar shows the fund's percentile vs Large Cap peers — a longer bar beats more of the category.
3Y return13.38% · 95th percentile in category
Volatility17.66 · 2nd percentile in category
Expense ratio1.48% · 10th percentile in category
Sharpe ratio0.58 · 78th percentile in category
Sortino ratio0.60 · 92nd percentile in category
Alpha2.96 · 86th percentile in category
Top holdings
1.ICICI Prudential Asset Management Company Ltd.8.81%
2.Adani Green Energy Ltd8.1%
3.Adani Enterprises Ltd8.08%
4.TATA CONSULTANCY SERVICES LTD.-29-Sep-20268%
5.LG Electronics India Ltd.7.32%
20 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.