Should I invest in quant Focused Fund?

We don't give personal investment advice. quant Focused Fund - Growth Option-Direct Plan 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: 24.0%. 5-year CAGR: 15.08%.

Quant

quant Focused Fund - Growth Option-Direct Plan

Latest NAV

₹105.7537

As of

17 Jul 2026

3,335 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	-0.02%	+0.35%	-0.37	24 / 28	Q4
1W	+1.47%	-0.02%	+1.49	1 / 28	Q1
2W	+1.71%	+0.36%	+1.35	1 / 28	Q1
1M	+3.67%	+2.21%	+1.46	2 / 28	Q1
3M	+14.21%	+4.56%	+9.66	1 / 28	Q1
6M	+12.67%	+2.44%	+10.23	2 / 28	Q1
YTD	+9.29%	+0.86%	+8.43	2 / 28	Q1
1Y	+10.09%	+3.20%	+6.89	3 / 28	Q1
2Y	+2.51%	+3.30%	-0.79	15 / 28	Q3
3Y	+16.06%	+14.17%	+1.89	8 / 27	Q2
4Y	+17.93%	+15.94%	+1.99	5 / 25	Q1
5Y	+15.08%	+13.51%	+1.57	6 / 22	Q2
7Y	+18.94%	+16.09%	+2.85	2 / 16	Q1
10Y	+15.92%	+14.39%	+1.53	2 / 13	Q1
Inception	+17.02%	+15.24%	+1.78	6 / 28	Q1

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	+9.29%	+0.86%	+8.43	2 / 28
2025	+2.51%	+5.55%	-3.04	21 / 28
2024	+12.80%	+20.88%	-8.07	26 / 27
2023	+30.53%	+27.60%	+2.93	8 / 25
2022	+11.81%	+2.34%	+9.47	2 / 23
2021	+37.76%	+33.53%	+4.22	7 / 20
2020	+25.76%	+17.14%	+8.62	1 / 17
2019	+3.75%	+12.27%	-8.53	12 / 13
2018	-7.12%	-5.39%	-1.73	9 / 13
2017	+34.79%	+37.82%	-3.03	8 / 13
2016	+5.48%	+5.87%	-0.39	7 / 13

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

+20.94%

153 windows

min -22.1% · max 83.9%

81% positive

3-Year rolling

+18.58%

129 windows

min -3.9% · max 35.7%

98% positive

5-Year rolling

+17.60%

104 windows

min 2.8% · max 31.7%

100% positive

7-Year rolling

+16.82%

80 windows

min 12.4% · max 20.3%

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

13.90%

3-year · annualised

Sharpe ratio

0.68

vs risk-free 6.5%

Sortino ratio

1.16

Downside-only deviation

Max drawdown

-24.02%

Sep 2024 → Mar 2026

% positive months

66.7%

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 Focused Fund

Scheme	Fund house	NAV	As of
HDFC Focused Fund - Growth Option - Direct Plan	HDFC	₹268.1380	17 Jul 2026
Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option	Nippon India	₹136.4284	17 Jul 2026
SBI FOCUSED FUND - DIRECT PLAN -GROWTH	SBI	₹445.5621	17 Jul 2026
ICICI Prudential Focused Equity Fund - Direct Plan - Growth	ICICI Prudential	₹111.2700	17 Jul 2026
Invesco India Focused Fund - Direct Plan - Growth	Invesco	₹31.4500	17 Jul 2026
Bandhan Focused Fund - Direct Plan - Growth	Bandhan	₹105.5040	17 Jul 2026
Aditya Birla Sun Life Focused Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹167.1112	17 Jul 2026
Motilal Oswal Focused Fund - Direct Plan Growth Option	Motilal Oswal	₹58.5328	17 Jul 2026
Franklin India Focused Equity Fund - Direct - Growth	Franklin India	₹116.4027	17 Jul 2026
Mirae Asset Focused Fund Direct Plan Growth	Mirae Asset	₹27.0750	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹105.7537
16 Jul 2026	₹105.7768
15 Jul 2026	₹105.1574
14 Jul 2026	₹105.0693
13 Jul 2026	₹104.7796
10 Jul 2026	₹104.2242
9 Jul 2026	₹103.0192
8 Jul 2026	₹101.9167
7 Jul 2026	₹103.1890
6 Jul 2026	₹104.3439

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 17 Jul 2026, the NAV of quant Focused Fund - Growth Option-Direct Plan is ₹105.7537. It's a Focused Fund from Quant, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

quant Focused Fund - Growth Option-Direct Plan has NAV history starting from 07 Jan 2013, a track record of about 13 years 6 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.

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

Over the trailing 1-year window, quant Focused Fund - Growth Option-Direct Plan has delivered a absolute return of 10.09% — +6.89 pp ahead of the Focused Fund category average of 3.20%. The fund ranks #3 of 28 in its category — the top (Q1) quartile.

Over the trailing 3-year window, quant Focused Fund - Growth Option-Direct Plan has delivered a CAGR of 16.06% — +1.89 pp ahead of the Focused Fund category average of 14.17%. The fund ranks #8 of 27 in its category — the second (Q2) quartile.

Over the trailing 5-year window, quant Focused Fund - Growth Option-Direct Plan has delivered a CAGR of 15.08% — +1.57 pp ahead of the Focused Fund category average of 13.51%. The fund ranks #6 of 22 in its category — the second (Q2) quartile.

₹1 lakh invested in quant Focused Fund - Growth Option-Direct Plan exactly 10 years ago would be worth approximately ₹438,058 today — a multiplier of 4.38×, based on the 10-year CAGR of 15.92%. The category average over the same window would have grown ₹1 lakh to ₹383,451.

A ₹10,000 monthly SIP in quant Focused Fund - Growth Option-Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹864,981 today. That's an XIRR (money-weighted annualised return) of 14.61%.

A ₹10,000 monthly SIP for 10 years in quant Focused Fund - Growth Option-Direct Plan = ₹1,200,000 invested. It would currently be worth ₹2,917,604 (multiplier 2.43×). XIRR: 16.92%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, quant Focused Fund - Growth Option-Direct Plan ranks #6 out of 22 funds in the Focused Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 13.51%; this fund delivered 15.08%.

The worst peak-to-trough decline quant Focused Fund - Growth Option-Direct Plan has experienced over the last 5-year window is 24.02% — its NAV fell from a high on 27 Sep 2024 to a low on 30 Mar 2026. 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, quant Focused Fund - Growth Option-Direct Plan averaged 17.60% (best 31.72%, worst 2.77%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.57 — reasonable risk-adjusted performance.

In calendar year 2025, quant Focused Fund - Growth Option-Direct Plan returned 2.51% — lagging the Focused Fund category average of 5.55% by 3.04 pp. It ranked #21 of 28 in its category that year.

quant Focused Fund - Growth Option-Direct Plan 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. quant Focused Fund - Growth Option-Direct Plan 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: 24.0%. 5-year CAGR: 15.08%.

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