Should I invest in quant Large & Mid Cap Fund - Bonus Option?

We don't give personal investment advice. quant Large & Mid Cap Fund - Bonus 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: 24.5%. 5-year CAGR: 14.55%.

Quant

quant Large & Mid Cap Fund - Bonus Option-Direct Plan

Latest NAV

₹102.6509

As of

20 Mar 2026

3,255 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	+0.75%	+0.15%	+0.60	2 / 36	Q1
1W	+0.37%	-1.74%	+2.12	1 / 36	Q1
2W	-1.85%	-0.17%	-1.68	36 / 36	Q4
1M	-6.10%	-0.80%	-5.30	36 / 36	Q4
3M	-10.93%	-1.40%	-9.54	36 / 36	Q4
6M	-10.91%	-6.06%	-4.86	29 / 36	Q4
YTD	-10.87%	-6.30%	-4.57	30 / 36	Q4
1Y	-4.14%	-1.66%	-2.48	25 / 35	Q3
2Y	-1.97%	+0.68%	-2.65	23 / 33	Q3
3Y	+14.58%	+12.10%	+2.47	13 / 31	Q2
4Y	+12.11%	+12.28%	-0.17	16 / 31	Q3
5Y	+14.55%	+10.78%	+3.77	5 / 31	Q1
7Y	+16.05%	+12.23%	+3.82	3 / 27	Q1
10Y	+15.05%	+10.45%	+4.60	1 / 22	Q1
Inception	+15.93%	+10.14%	+5.79	2 / 36	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	-10.87%	-6.30%	-4.57	30 / 36
2025	-2.60%	+1.18%	-3.77	27 / 35
2024	+17.65%	+19.71%	-2.06	17 / 31
2023	+31.62%	+26.16%	+5.46	5 / 31
2022	+12.98%	+0.59%	+12.39	2 / 31
2021	+35.47%	+33.41%	+2.06	11 / 31
2020	+29.10%	+14.39%	+14.71	1 / 30
2019	+2.82%	+6.20%	-3.38	18 / 26
2018	-8.08%	-13.14%	+5.05	5 / 23
2017	+31.65%	+29.57%	+2.09	8 / 23
2016	+12.84%	+3.36%	+9.48	2 / 22

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

+22.22%

149 windows

min -16.7% · max 79.5%

81% positive

3-Year rolling

+19.65%

125 windows

min -3.6% · max 37.5%

98% positive

5-Year rolling

+18.20%

101 windows

min 4.8% · max 31.0%

100% positive

7-Year rolling

+17.34%

76 windows

min 13.7% · max 20.9%

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

15.05%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

0.91

Downside-only deviation

Max drawdown

-24.55%

Sep 2024 → Mar 2025

% positive months

75.0%

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 Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - IDCW Option - Direct Plan	HDFC	₹45.3030	3 Jun 2026
NIPPON INDIA VISION LARGE & MID CAP FUND - DIRECT Plan - IDCW Option	Nippon India	₹68.1548	3 Jun 2026
SBI Large & Midcap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹356.4452	2 Jun 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - IDCW	ICICI Prudential	₹51.8500	3 Jun 2026
Invesco India Large & Mid Cap Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹50.7800	3 Jun 2026
Bandhan Large & Mid Cap Fund - Direct Plan - IDCW	Bandhan	₹35.6690	3 Jun 2026
quant Large & Mid Cap Fund - IDCW Option - Direct Plan	Quant	₹62.7085	3 Jun 2026
Aditya Birla Sun Life Large & Mid Cap Fund -Direct - IDCW	Aditya Birla Sun Life	₹201.0900	3 Jun 2026
Motilal Oswal Large and Midcap Fund Direct - IDCW Payout/Reinvestment	Motilal Oswal	₹27.1484	3 Jun 2026
Franklin India Large & Mid cap Fund - Direct - IDCW	Franklin India	₹21.5940	3 Jun 2026

Recent NAVs

Date	NAV
20 Mar 2026	₹102.6509
19 Mar 2026	₹101.8895
18 Mar 2026	₹104.9352
17 Mar 2026	₹104.1186
16 Mar 2026	₹102.8172
13 Mar 2026	₹102.2689
12 Mar 2026	₹104.6698
11 Mar 2026	₹104.0933
10 Mar 2026	₹104.8543
9 Mar 2026	₹103.4984

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 20 Mar 2026, the NAV of quant Large & Mid Cap Fund - Bonus Option-Direct Plan is ₹102.6509. It's a Large & Mid Cap Fund from Quant, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

quant Large & Mid Cap Fund - Bonus Option-Direct Plan has NAV history starting from 07 Jan 2013, a track record of about 13 years 4 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 Large & Mid Cap Fund - Bonus Option-Direct Plan is managed by Quant. It's classified by AMFI under the 'Large & Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, quant Large & Mid Cap Fund - Bonus Option-Direct Plan has delivered a absolute return of -4.14% — -2.48 pp behind the Large & Mid Cap Fund category average of -1.66%. The fund ranks #25 of 35 in its category — the third (Q3) quartile.

Over the trailing 3-year window, quant Large & Mid Cap Fund - Bonus Option-Direct Plan has delivered a CAGR of 14.58% — +2.47 pp ahead of the Large & Mid Cap Fund category average of 12.10%. The fund ranks #13 of 31 in its category — the second (Q2) quartile.

Over the trailing 5-year window, quant Large & Mid Cap Fund - Bonus Option-Direct Plan has delivered a CAGR of 14.55% — +3.77 pp ahead of the Large & Mid Cap Fund category average of 10.78%. The fund ranks #5 of 31 in its category — the top (Q1) quartile.

₹1 lakh invested in quant Large & Mid Cap Fund - Bonus Option-Direct Plan exactly 10 years ago would be worth approximately ₹406,403 today — a multiplier of 4.06×, based on the 10-year CAGR of 15.05%. The category average over the same window would have grown ₹1 lakh to ₹270,253.

A ₹10,000 monthly SIP in quant Large & Mid Cap Fund - Bonus Option-Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹743,490 today. That's an XIRR (money-weighted annualised return) of 8.51%.

A ₹10,000 monthly SIP for 10 years in quant Large & Mid Cap Fund - Bonus Option-Direct Plan = ₹1,200,000 invested. It would currently be worth ₹2,480,203 (multiplier 2.07×). XIRR: 13.90%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, quant Large & Mid Cap Fund - Bonus Option-Direct Plan ranks #5 out of 31 funds in the Large & Mid Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.78%; this fund delivered 14.55%.

The worst peak-to-trough decline quant Large & Mid Cap Fund - Bonus Option-Direct Plan has experienced over the last 5-year window is 24.55% — its NAV fell from a high on 27 Sep 2024 to a low on 04 Mar 2025. 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 Large & Mid Cap Fund - Bonus Option-Direct Plan averaged 18.20% (best 30.95%, worst 4.77%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.53 — reasonable risk-adjusted performance.

In calendar year 2025, quant Large & Mid Cap Fund - Bonus Option-Direct Plan returned -2.60% — lagging the Large & Mid Cap Fund category average of 1.18% by 3.77 pp. It ranked #27 of 35 in its category that year.

quant Large & Mid Cap Fund - Bonus 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 Large & Mid Cap Fund - Bonus 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: 24.5%. 5-year CAGR: 14.55%.

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