Should I invest in quant Focused Fund?

We don't give personal investment advice. quant Focused Fund - Growth Option - Regular 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: 25.7%. 5-year CAGR: 12.39%.

Escorts

quant Focused Fund - Growth Option - Regular Plan

Latest NAV

₹91.6024

As of

24 Jul 2026

4,407 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	-0.17%	-0.19%	+0.02	10 / 17	Q3
1W	-2.49%	-2.15%	-0.34	13 / 17	Q4
2W	-1.09%	-1.98%	+0.89	3 / 17	Q1
1M	+0.31%	-0.56%	+0.87	4 / 17	Q1
3M	+10.00%	+2.49%	+7.51	2 / 17	Q1
6M	+15.17%	+1.65%	+13.52	2 / 17	Q1
YTD	+5.72%	-3.55%	+9.27	2 / 17	Q1
1Y	+6.46%	-1.54%	+8.00	4 / 17	Q1
2Y	-0.89%	-0.21%	-0.68	10 / 17	Q3
3Y	+12.74%	+9.82%	+2.92	6 / 17	Q2
4Y	+14.80%	+11.44%	+3.36	7 / 17	Q2
5Y	+12.39%	+9.99%	+2.40	7 / 16	Q2
7Y	+16.62%	+12.31%	+4.32	3 / 16	Q1
10Y	+14.04%	+9.83%	+4.21	2 / 16	Q1
Inception	+13.35%	+8.22%	+5.13	3 / 17	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	+5.72%	-3.55%	+9.27	2 / 17
2025	+1.00%	+3.05%	-2.05	10 / 17
2024	+11.13%	+16.43%	-5.29	13 / 17
2023	+28.41%	+23.77%	+4.64	6 / 17
2022	+9.68%	+2.25%	+7.43	3 / 17
2021	+34.78%	+29.90%	+4.88	8 / 16
2020	+23.84%	+10.37%	+13.47	1 / 16
2019	+2.51%	+6.11%	-3.60	11 / 16
2018	-7.67%	-12.13%	+4.45	5 / 16
2017	+34.77%	+33.15%	+1.61	8 / 16
2016	+5.49%	-0.16%	+5.64	4 / 16

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

+18.26%

206 windows

min -30.1% · max 112.4%

78% positive

3-Year rolling

+16.20%

182 windows

min -5.6% · max 36.5%

95% positive

5-Year rolling

+16.60%

158 windows

min 1.6% · max 28.0%

100% positive

7-Year rolling

+16.04%

133 windows

min 11.4% · max 21.9%

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

16.98%

3-year · annualised

Sharpe ratio

0.42

vs risk-free 6.5%

Sortino ratio

0.69

Downside-only deviation

Max drawdown

-25.70%

Sep 2024 → Mar 2026

% positive months

63.9%

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 PLAN	HDFC	₹229.8100	24 Jul 2026
SBI Focused Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹71.0702	24 Jul 2026
Franklin India Focused Equity Fund - Growth Plan	Franklin Templeton	₹99.5472	24 Jul 2026
Aditya Birla Sun Life Focused Fund -Growth Option	Birla Sun Life	₹144.4529	24 Jul 2026
Bandhan Focused Fund - Regular Plan - Growth	IDFC	₹86.5290	24 Jul 2026
JM Focused Fund (Regular) - Growth Option	JM Financial	₹19.6755	24 Jul 2026
NIPPON INDIA FOCUSED FUND - IDCW OPTION	Reliance	₹31.9967	24 Jul 2026
quant Focused Fund - IDCW Option - Regular Plan	Escorts	₹68.1109	24 Jul 2026
Sundaram Focused Fund (Formerly Known as Principal Focused Multicap Fund)-Growth Option	Sundaram	₹160.7671	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹91.6024
23 Jul 2026	₹91.7580
22 Jul 2026	₹93.1872
21 Jul 2026	₹94.0424
20 Jul 2026	₹93.7479
17 Jul 2026	₹93.9427
16 Jul 2026	₹93.9671
15 Jul 2026	₹93.4207
14 Jul 2026	₹93.3463
13 Jul 2026	₹93.0927

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 24 Jul 2026, the NAV of quant Focused Fund - Growth Option - Regular Plan is ₹91.6024. It's a Focused Fund from Escorts, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

quant Focused Fund - Growth Option - Regular Plan has NAV history starting from 29 Aug 2008, a track record of about 17 years 10 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

quant Focused Fund - Growth Option - Regular Plan is managed by Escorts. 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 - Regular Plan has delivered a absolute return of 6.46% — +8 pp ahead of the Focused Fund category average of -1.54%. The fund ranks #4 of 17 in its category — the top (Q1) quartile.

Over the trailing 3-year window, quant Focused Fund - Growth Option - Regular Plan has delivered a CAGR of 12.74% — +2.92 pp ahead of the Focused Fund category average of 9.82%. The fund ranks #6 of 17 in its category — the second (Q2) quartile.

Over the trailing 5-year window, quant Focused Fund - Growth Option - Regular Plan has delivered a CAGR of 12.39% — +2.4 pp ahead of the Focused Fund category average of 9.99%. The fund ranks #7 of 16 in its category — the second (Q2) quartile.

₹1 lakh invested in quant Focused Fund - Growth Option - Regular Plan exactly 10 years ago would be worth approximately ₹371,960 today — a multiplier of 3.72×, based on the 10-year CAGR of 14.04%. The category average over the same window would have grown ₹1 lakh to ₹255,326.

A ₹10,000 monthly SIP in quant Focused Fund - Growth Option - Regular Plan over the last 5 years — total invested ₹600,000 — would be worth ₹812,567 today. That's an XIRR (money-weighted annualised return) of 12.08%.

A ₹10,000 monthly SIP for 10 years in quant Focused Fund - Growth Option - Regular Plan = ₹1,200,000 invested. It would currently be worth ₹2,593,602 (multiplier 2.16×). XIRR: 14.73%. 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 - Regular Plan ranks #7 out of 16 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 9.99%; this fund delivered 12.39%.

The worst peak-to-trough decline quant Focused Fund - Growth Option - Regular Plan has experienced over the last 5-year window is 25.70% — its NAV fell from a high on 27 Sep 2024 to a low on 31 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 - Regular Plan averaged 16.60% (best 27.97%, worst 1.61%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2025, quant Focused Fund - Growth Option - Regular Plan returned 1.00% — lagging the Focused Fund category average of 3.05% by 2.05 pp. It ranked #10 of 17 in its category that year.

quant Focused Fund - Growth Option - Regular 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 - Regular 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: 25.7%. 5-year CAGR: 12.39%.

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