Should I invest in quant Focused Fund?

We don't give personal investment advice. quant Focused Fund - IDCW 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: 12.50%.

Escorts

quant Focused Fund - IDCW Option - Regular Plan

Latest NAV

₹68.1109

As of

24 Jul 2026

4,406 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	9 / 17	Q3
1W	-2.49%	-2.15%	-0.34	12 / 17	Q3
2W	-1.09%	-1.98%	+0.89	4 / 17	Q1
1M	+0.31%	-0.56%	+0.87	3 / 17	Q1
3M	+10.00%	+2.49%	+7.51	1 / 17	Q1
6M	+15.17%	+1.65%	+13.52	1 / 17	Q1
YTD	+5.72%	-3.55%	+9.27	1 / 17	Q1
1Y	+6.46%	-1.54%	+8.00	3 / 17	Q1
2Y	-0.89%	-0.21%	-0.68	9 / 17	Q3
3Y	+12.75%	+9.82%	+2.92	5 / 17	Q2
4Y	+14.84%	+11.44%	+3.40	6 / 17	Q2
5Y	+12.50%	+9.99%	+2.51	6 / 16	Q2
7Y	+16.68%	+12.31%	+4.37	2 / 16	Q1
10Y	+12.17%	+9.83%	+2.34	7 / 16	Q2
Inception	+11.49%	+8.22%	+3.27	7 / 17	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	+5.72%	-3.55%	+9.27	1 / 17
2025	+1.00%	+3.05%	-2.05	9 / 17
2024	+11.14%	+16.43%	-5.28	12 / 17
2023	+28.48%	+23.77%	+4.72	5 / 17
2022	+9.97%	+2.25%	+7.72	2 / 17
2021	+35.12%	+29.90%	+5.22	7 / 16
2020	+23.56%	+10.37%	+13.19	2 / 16
2019	+2.51%	+6.11%	-3.61	12 / 16
2018	-14.75%	-12.13%	-2.63	11 / 16
2017	+23.30%	+33.15%	-9.85	14 / 16
2016	-6.64%	-0.16%	-6.48	13 / 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

+16.42%

206 windows

min -30.1% · max 112.1%

74% positive

3-Year rolling

+13.97%

182 windows

min -8.2% · max 36.0%

91% positive

5-Year rolling

+14.01%

158 windows

min -4.2% · max 28.1%

98% positive

7-Year rolling

+12.98%

133 windows

min 6.8% · max 19.7%

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

16.99%

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 - Growth Option - Regular Plan	Escorts	₹91.6024	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	₹68.1109
23 Jul 2026	₹68.2266
22 Jul 2026	₹69.2893
21 Jul 2026	₹69.9252
20 Jul 2026	₹69.7062
17 Jul 2026	₹69.8510
16 Jul 2026	₹69.8692
15 Jul 2026	₹69.4629
14 Jul 2026	₹69.4076
13 Jul 2026	₹69.2190

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 - IDCW Option - Regular Plan is ₹68.1109. 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 - IDCW 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 - IDCW 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 - IDCW 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 #3 of 17 in its category — the top (Q1) quartile.

Over the trailing 3-year window, quant Focused Fund - IDCW Option - Regular Plan has delivered a CAGR of 12.75% — +2.92 pp ahead of the Focused Fund category average of 9.82%. The fund ranks #5 of 17 in its category — the second (Q2) quartile.

Over the trailing 5-year window, quant Focused Fund - IDCW Option - Regular Plan has delivered a CAGR of 12.50% — +2.51 pp ahead of the Focused Fund category average of 9.99%. The fund ranks #6 of 16 in its category — the second (Q2) quartile.

₹1 lakh invested in quant Focused Fund - IDCW Option - Regular Plan exactly 10 years ago would be worth approximately ₹315,270 today — a multiplier of 3.15×, based on the 10-year CAGR of 12.17%. The category average over the same window would have grown ₹1 lakh to ₹255,326.

A ₹10,000 monthly SIP in quant Focused Fund - IDCW Option - Regular Plan over the last 5 years — total invested ₹600,000 — would be worth ₹813,456 today. That's an XIRR (money-weighted annualised return) of 12.12%.

A ₹10,000 monthly SIP for 10 years in quant Focused Fund - IDCW Option - Regular Plan = ₹1,200,000 invested. It would currently be worth ₹2,528,890 (multiplier 2.11×). XIRR: 14.26%. 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 - IDCW Option - Regular Plan ranks #6 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 12.50%.

The worst peak-to-trough decline quant Focused Fund - IDCW 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 - IDCW Option - Regular Plan averaged 14.01% (best 28.12%, worst -4.15%). 98% of rolling windows ended positive. The 5-year Sharpe ratio is 0.40 — weak risk-adjusted performance.

In calendar year 2025, quant Focused Fund - IDCW Option - Regular Plan returned 1.00% — lagging the Focused Fund category average of 3.05% by 2.05 pp. It ranked #9 of 17 in its category that year.

quant Focused Fund - IDCW 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 - IDCW 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: 12.50%.

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