Should I invest in quant Large & Mid Cap Fund?

We don't give personal investment advice. quant Large & Mid Cap 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: 24.1%. 5-year CAGR: 17.44%.

Quant

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

Latest NAV

₹134.6766

As of

3 Jun 2026

3,303 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	-0.39%	+0.15%	-0.55	30 / 34	Q4
1W	-2.47%	-1.78%	-0.70	32 / 34	Q4
2W	+1.44%	-0.02%	+1.46	4 / 34	Q1
1M	+3.12%	-0.52%	+3.64	1 / 34	Q1
3M	+17.22%	+0.66%	+16.56	1 / 34	Q1
6M	+7.07%	-3.20%	+10.27	1 / 34	Q1
YTD	+6.45%	-3.29%	+9.73	1 / 34	Q1
1Y	+7.48%	+1.81%	+5.67	2 / 33	Q1
2Y	-0.28%	+4.91%	-5.19	29 / 30	Q4
3Y	+19.75%	+16.92%	+2.83	5 / 27	Q1
4Y	+18.58%	+16.88%	+1.70	6 / 27	Q1
5Y	+17.44%	+15.02%	+2.42	5 / 27	Q1
7Y	+19.82%	+16.10%	+3.72	1 / 23	Q1
10Y	+16.77%	+15.15%	+1.63	4 / 20	Q1
Inception	+18.06%	+13.65%	+4.41	7 / 33	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	+6.45%	-3.29%	+9.73	1 / 34
2025	-1.36%	+4.90%	-6.27	30 / 32
2024	+19.06%	+24.93%	-5.87	21 / 28
2023	+33.60%	+31.20%	+2.41	8 / 27
2022	+15.02%	+2.92%	+12.10	1 / 27
2021	+37.73%	+38.33%	-0.60	17 / 27
2020	+29.25%	+17.02%	+12.23	1 / 26
2019	+3.17%	+9.44%	-6.28	20 / 22
2018	-7.52%	-6.02%	-1.50	15 / 21
2017	+31.67%	+38.46%	-6.80	18 / 21
2016	+12.74%	+7.16%	+5.58	3 / 20

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

+21.85%

152 windows

min -34.7% · max 84.9%

78% positive

3-Year rolling

+19.97%

127 windows

min -5.3% · max 38.0%

98% positive

5-Year rolling

+18.81%

103 windows

min 3.4% · max 31.6%

100% positive

7-Year rolling

+17.87%

79 windows

min 6.4% · max 21.1%

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

18.01%

3-year · annualised

Sharpe ratio

0.74

vs risk-free 6.5%

Sortino ratio

1.44

Downside-only deviation

Max drawdown

-24.13%

Sep 2024 → Mar 2025

% 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 Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹348.8940	3 Jun 2026
Nippon India Vision Large & Mid Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹263.7372	3 Jun 2026
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth	SBI	₹683.8671	2 Jun 2026
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth	ICICI Prudential	₹1,109.9000	3 Jun 2026
Invesco India Large & Mid Cap Fund - Direct Plan - Growth	Invesco	₹119.2100	3 Jun 2026
Bandhan Large & Mid Cap Fund - Direct Plan - Growth	Bandhan	₹160.3360	3 Jun 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹999.2500	3 Jun 2026
Motilal Oswal Large and Midcap Fund - Direct Plan Growth	Motilal Oswal	₹38.4109	3 Jun 2026
Franklin India Large & Mid Cap Fund - Direct - Growth	Franklin India	₹199.5382	3 Jun 2026
Mirae Asset Large & Midcap Fund - Direct Plan - Growth	Mirae Asset	₹169.3610	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹134.6766
2 Jun 2026	₹135.2079
1 Jun 2026	₹134.6379
29 May 2026	₹136.3850
27 May 2026	₹138.0940
26 May 2026	₹137.4027
25 May 2026	₹135.8060
22 May 2026	₹133.4990
21 May 2026	₹134.0229
20 May 2026	₹132.7636

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 quant Large & Mid Cap Fund - Growth Option-Direct Plan is ₹134.6766. It's a Large & Mid Cap Fund from Quant, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

quant Large & Mid Cap Fund - Growth 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 - Growth 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 - Growth Option-Direct Plan has delivered a absolute return of 7.48% — +5.67 pp ahead of the Large & Mid Cap Fund category average of 1.81%. The fund ranks #2 of 33 in its category — the top (Q1) quartile.

Over the trailing 3-year window, quant Large & Mid Cap Fund - Growth Option-Direct Plan has delivered a CAGR of 19.75% — +2.83 pp ahead of the Large & Mid Cap Fund category average of 16.92%. The fund ranks #5 of 27 in its category — the top (Q1) quartile.

Over the trailing 5-year window, quant Large & Mid Cap Fund - Growth Option-Direct Plan has delivered a CAGR of 17.44% — +2.42 pp ahead of the Large & Mid Cap Fund category average of 15.02%. The fund ranks #5 of 27 in its category — the top (Q1) quartile.

₹1 lakh invested in quant Large & Mid Cap Fund - Growth Option-Direct Plan exactly 10 years ago would be worth approximately ₹471,446 today — a multiplier of 4.71×, based on the 10-year CAGR of 16.77%. The category average over the same window would have grown ₹1 lakh to ₹409,764.

A ₹10,000 monthly SIP in quant Large & Mid Cap Fund - Growth Option-Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹879,951 today. That's an XIRR (money-weighted annualised return) of 15.30%.

A ₹10,000 monthly SIP for 10 years in quant Large & Mid Cap Fund - Growth Option-Direct Plan = ₹1,200,000 invested. It would currently be worth ₹3,056,497 (multiplier 2.55×). XIRR: 17.78%. 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 - Growth Option-Direct Plan ranks #5 out of 27 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 15.02%; this fund delivered 17.44%.

The worst peak-to-trough decline quant Large & Mid Cap Fund - Growth Option-Direct Plan has experienced over the last 5-year window is 24.13% — 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 - Growth Option-Direct Plan averaged 18.81% (best 31.61%, worst 3.38%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.63 — reasonable risk-adjusted performance.

In calendar year 2025, quant Large & Mid Cap Fund - Growth Option-Direct Plan returned -1.36% — lagging the Large & Mid Cap Fund category average of 4.90% by 6.27 pp. It ranked #30 of 32 in its category that year.

quant Large & Mid Cap 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 Large & Mid Cap 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: 24.1%. 5-year CAGR: 17.44%.

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