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Quant Small Cap Fund

Quant Small Cap Direct Plan ▼ Outlook: Softening

Ranked #1 of 3 in Small Cap · best in category

54
★★★★☆
SmartMoney Score™

Returns (Annualised)

1 Year

19.5%

3 Year

31.2%

5 Year

38.5%

Risk & Cost Metrics

Std Dev (3Y)

22.5%

Sortino

1.55

Max Drawdown

-32.1%

Beta

1.15

Alpha

+9.8%

Expense

0.64%

AUM

₹26,500 Cr

Mgr Tenure

5 yrs

See the full 20-factor breakdown ▸

Performance

3Y Risk-Adjusted Return
70
5Y Risk-Adjusted Return
84
Excess Return vs Benchmark
87
Up-Market Participation
76

Risk & Downside

Volatility (Std Dev)
21
Maximum Drawdown
21
Downside-Adjusted Return (Sortino)
55
Down-Market Protection
49

Cost & Efficiency

Expense Ratio vs Category
69
Jensen's Alpha
88
Information Ratio
71
Alpha per Unit of Market Risk
82

Portfolio Quality

Diversification
59
Quality of Holdings
9
Portfolio Liquidity
15
Size vs Mandate (AUM Fit)
57

Stewardship & Momentum

Manager Tenure
31
Fund-House Pedigree
8
Relative Strength (1Y vs peers)
74
Performance Trajectory
7

Pillar Scores

Performance 79/100
28%
Risk & Downside 37/100
22%
Cost & Efficiency 78/100
16%
Portfolio Quality 35/100
18%
Stewardship & Momentum 30/100
16%

vs Benchmark (3Y)

Fund

31.2%

vs

Benchmark

21.5%

Outperformed by 9.7%
How is this score calculated? → Compare with other funds → Best Small Cap funds →
Disclaimer: The SmartMoney Score™ is a proprietary, rules-based educational rating. Data shown is illustrative and may not reflect real-time performance. The "Outlook" describes the fund's recent trajectory and is not a buy/sell recommendation. Past performance does not guarantee future returns. This is not investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.