22
ValueAvoid
Quantum Value
Quantum · Direct–Growth · rank #21 of 22 by Smart Score
Data updated
Trailing returns
1 Year
-8.3%
-6.2% vs index
3 Years
8.7%
-1.1% vs index
5 Years
9.3%
-0.2% vs index
Since launch
13.0%
Year-by-year performance
2021
+25.5%-5.1% vs index
2022
+7.1%+3.3% vs index
2023
+27.6%+1.1% vs index
2024
+22.7%+7.1% vs index
2025
+4.6%-3.0% vs index
2026
-8.8%-5.2% vs index
Why this score
Quantum Value scores 22/100 — #21 of 22 Value fund (Avoid). It stands out for volatility — beating 93% of peers on volatility. The main drag is its 5y return (better than only 3% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return9.35% · 3rd percentile in category
3Y return8.69% · 8th percentile in category
Sharpe ratio0.18 · 13th percentile in category
Volatility12.33 · 93rd percentile in category
Alpha-1.66 · 13th percentile in category
Sortino ratio0.25 · 13th percentile in category
Top holdings
1.HDFC Bank Ltd5.43%
2.ICICI Bank Ltd4.99%
3.Tata Consultancy Services Ltd4.81%
4.Infosys Ltd4.39%
5.Kotak Mahindra Bank Ltd4.26%
33 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.