63
Small CapBuy
Quant Small Cap Gr
Quant · Direct–Growth · rank #8 of 36 by Smart Score
Data updated
Trailing returns
1 Year
13.7%
+8.9% vs index
3 Years
17.9%
+3.3% vs index
5 Years
19.8%
+5.1% vs index
Since launch
17.7%
Year-by-year performance
2021
+91.7%+30.5% vs index
2022
+11.2%+14.6% vs index
2023
+48.0%-0.3% vs index
2024
+23.5%-3.0% vs index
2025
-1.4%+4.3% vs index
2026
+15.9%+6.1% vs index
Why this score
Quant Small Cap Gr scores 63/100 — #8 of 36 Small Cap fund (Buy). It stands out for 5y return and 3y return — beating 89% of peers on 5y return. The main drag is its volatility (better than only 18% of peers).
Each bar shows the fund's percentile vs Small Cap peers — a longer bar beats more of the category.
5Y return19.76% · 89th percentile in category
3Y return17.85% · 69th percentile in category
Volatility20.20 · 18th percentile in category
Fund size35811.23 Cr · 90th percentile in category
Sharpe ratio0.67 · 60th percentile in category
Sortino ratio0.86 · 61st percentile in category
Top holdings
1.HFCL Ltd6.7%
2.RBL Bank Ltd4.51%
3.Adani Enterprises Ltd4.3%
4.Adani Power Ltd3.34%
5.Aegis Logistics Ltd3.21%
104 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.