Should I invest in Nippon India Quant Fund Growth Plan?

We don't give personal investment advice. Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.1%. 5-year CAGR: 14.88%.

Nippon India

Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option

Latest NAV

₹75.9364

As of

3 Jun 2026

3,300 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.20%	+0.27%	-0.07	139 / 258	Q3
1W	-1.74%	-1.34%	-0.41	152 / 258	Q3
2W	-0.25%	+0.04%	-0.29	154 / 259	Q3
1M	-2.71%	-0.39%	-2.32	215 / 259	Q4
3M	-4.76%	+2.19%	-6.95	230 / 257	Q4
6M	-5.05%	-1.09%	-3.96	160 / 247	Q3
YTD	-5.89%	-1.30%	-4.59	164 / 247	Q3
1Y	+1.24%	+5.02%	-3.78	136 / 230	Q3
2Y	+3.12%	+5.50%	-2.38	107 / 182	Q3
3Y	+16.40%	+16.94%	-0.54	74 / 139	Q3
4Y	+17.28%	+16.57%	+0.71	54 / 119	Q2
5Y	+14.88%	+13.73%	+1.16	44 / 109	Q2
7Y	+15.65%	+16.42%	-0.77	53 / 91	Q3
10Y	+14.68%	+15.07%	-0.39	42 / 76	Q3
Inception	+13.19%	+10.45%	+2.74	125 / 259	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.89%	-0.94%	-4.95	162 / 244
2025	+7.98%	+4.41%	+3.58	66 / 208
2024	+20.04%	+23.18%	-3.13	96 / 155
2023	+35.42%	+33.51%	+1.91	51 / 127
2022	+8.17%	+4.32%	+3.85	53 / 116
2021	+31.63%	+34.43%	-2.80	52 / 104
2020	+17.29%	+21.19%	-3.90	41 / 94
2019	+5.95%	+9.30%	-3.35	51 / 85
2018	-1.53%	-5.36%	+3.83	32 / 77
2017	+30.42%	+35.61%	-5.19	54 / 76
2016	+2.80%	+4.98%	-2.19	43 / 76

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+16.16%

152 windows

min -23.6% · max 69.4%

85% positive

3-Year rolling

+14.38%

127 windows

min -3.9% · max 28.3%

99% positive

5-Year rolling

+14.18%

103 windows

min -0.9% · max 25.8%

99% positive

7-Year rolling

+13.52%

79 windows

min 6.3% · max 18.4%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.23%

3-year · annualised

Sharpe ratio

0.73

vs risk-free 6.5%

Sortino ratio

1.17

Downside-only deviation

Max drawdown

-16.91%

Sep 2024 → Feb 2025

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option - Direct Plan	HDFC	₹18.0340	3 Jun 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹12.1791	3 Jun 2026
SBI Automotive Opportunities Fund - Direct Plan - Growth	SBI	₹11.7563	3 Jun 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.6800	3 Jun 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹13.3000	3 Jun 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹9.6290	3 Jun 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹20.2506	3 Jun 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹23.5100	3 Jun 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹66.7400	3 Jun 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.3284	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹75.9364
2 Jun 2026	₹76.0919
1 Jun 2026	₹75.9371
29 May 2026	₹76.7946
27 May 2026	₹77.7528
26 May 2026	₹77.4427
25 May 2026	₹77.8195
22 May 2026	₹76.9828
21 May 2026	₹76.6212
20 May 2026	₹76.5049

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option is ₹75.9364. It's a Sectoral/Thematic Fund from Nippon India, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option is managed by Nippon India. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option has delivered a absolute return of 1.24% — -3.78 pp behind the Sectoral/Thematic Fund category average of 5.02%. The fund ranks #136 of 230 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option has delivered a CAGR of 16.40% — -0.54 pp behind the Sectoral/Thematic Fund category average of 16.94%. The fund ranks #74 of 139 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option has delivered a CAGR of 14.88% — +1.16 pp ahead of the Sectoral/Thematic Fund category average of 13.73%. The fund ranks #44 of 109 in its category — the second (Q2) quartile.

₹1 lakh invested in Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option exactly 10 years ago would be worth approximately ₹393,541 today — a multiplier of 3.94×, based on the 10-year CAGR of 14.68%. The category average over the same window would have grown ₹1 lakh to ₹407,181.

A ₹10,000 monthly SIP in Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹832,350 today. That's an XIRR (money-weighted annualised return) of 13.04%.

A ₹10,000 monthly SIP for 10 years in Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,650,374 (multiplier 2.21×). XIRR: 15.13%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option ranks #44 out of 109 funds in the Sectoral/Thematic Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 13.73%; this fund delivered 14.88%.

The worst peak-to-trough decline Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option has experienced over the last 5-year window is 17.13% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option averaged 14.18% (best 25.81%, worst -0.86%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.62 — reasonable risk-adjusted performance.

In calendar year 2025, Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option returned 7.98% — beating the Sectoral/Thematic Fund category average of 4.41% by 3.58 pp. It ranked #66 of 208 in its category that year.

Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.1%. 5-year CAGR: 14.88%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.