Should I invest in quant Large & Mid Cap Fund?

We don't give personal investment advice. quant Large & Mid Cap 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: 25.0%. 5-year CAGR: 15.66%.

Escorts

quant Large & Mid Cap Fund - IDCW Option - Regular Plan

Unit split applied to historical metrics

This scheme had a 0.5× unit consolidation on 28 May 2015. Returns, SIP simulations and risk metrics on this page are split-adjusted — they reflect what a real investor's portfolio experienced (a consolidation doesn't change portfolio value, only the unit count and per-unit NAV).

Latest NAV

₹75.0497

As of

24 Jul 2026

4,847 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	+0.38%	-0.17%	+0.55	3 / 34	Q1
1W	-1.67%	-1.58%	-0.10	19 / 34	Q3
2W	-1.20%	-1.78%	+0.58	4 / 34	Q1
1M	-0.80%	-0.60%	-0.20	25 / 34	Q3
3M	+7.11%	+2.72%	+4.39	3 / 32	Q1
6M	+18.09%	+3.11%	+14.99	1 / 32	Q1
YTD	+6.99%	-2.55%	+9.53	1 / 32	Q1
1Y	+6.11%	-1.22%	+7.34	2 / 32	Q1
2Y	-2.37%	-0.09%	-2.28	22 / 32	Q3
3Y	+15.36%	+12.08%	+3.28	8 / 32	Q1
4Y	+16.58%	+13.64%	+2.94	8 / 32	Q1
5Y	+15.66%	+11.55%	+4.11	4 / 32	Q1
7Y	+19.82%	+14.58%	+5.24	1 / 32	Q1
10Y	+13.42%	+11.20%	+2.22	12 / 32	Q2
Inception	—	—	—	—	—

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	+6.99%	-2.55%	+9.53	1 / 32
2025	-2.59%	+2.91%	-5.50	26 / 32
2024	+17.75%	+19.92%	-2.17	19 / 32
2023	+31.59%	+27.73%	+3.87	8 / 32
2022	+13.08%	+2.49%	+10.58	1 / 32
2021	+35.69%	+32.49%	+3.21	10 / 32
2020	+29.10%	+13.97%	+15.13	3 / 32
2019	+2.81%	+4.84%	-2.02	22 / 32
2018	-12.13%	-10.87%	-1.26	17 / 32
2017	+21.62%	+31.34%	-9.73	28 / 32
2016	+5.44%	+2.52%	+2.92	8 / 32

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

+19.61%

226 windows

min -46.9% · max 181.4%

67% positive

3-Year rolling

+18.99%

202 windows

min -10.6% · max 68.6%

86% positive

5-Year rolling

+18.48%

178 windows

min -4.5% · max 39.3%

92% positive

7-Year rolling

+19.26%

153 windows

min -0.4% · max 28.8%

99% 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

17.17%

3-year · annualised

Sharpe ratio

0.56

vs risk-free 6.5%

Sortino ratio

0.97

Downside-only deviation

Max drawdown

-25.01%

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 Large & Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Large and Mid Cap Fund - Growth Option	HDFC	₹340.3490	24 Jul 2026
SBI Large & Midcap Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹290.0170	24 Jul 2026
ICICI Prudential Large & Mid Cap Fund - Growth	ICICI Prudential	₹1,021.4400	24 Jul 2026
Franklin India Large & Mid Cap Fund - Growth Plan	Franklin Templeton	₹187.6270	24 Jul 2026
Kotak Large & Midcap Fund - Growth-Regular	Kotak Mahindra	₹347.8510	24 Jul 2026
CANARA ROBECO LARGE AND MID CAP FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹252.2700	24 Jul 2026
UTI Large & Mid Cap Fund - Regular Plan - Growth Option	UTI	₹182.4704	24 Jul 2026
Aditya Birla Sun Life Large & Mid Cap Fund - Regular Growth	Birla Sun Life	₹925.2300	24 Jul 2026
Bandhan Large & Mid Cap Fund - Regular Plan - Growth	IDFC	₹137.6310	24 Jul 2026
BANK OF INDIA Large & Mid Cap Fund Eco Plan- Growth	Bharti AXA	₹101.2500	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹75.0497
23 Jul 2026	₹74.7649
22 Jul 2026	₹75.5905
21 Jul 2026	₹76.9769
20 Jul 2026	₹76.8064
17 Jul 2026	₹76.3270
16 Jul 2026	₹76.3328
15 Jul 2026	₹76.3755
14 Jul 2026	₹76.4977
13 Jul 2026	₹76.2840

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 Large & Mid Cap Fund - IDCW Option - Regular Plan is ₹75.0497. It's a Large & Mid Cap Fund from Escorts, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

quant Large & Mid Cap Fund - IDCW Option - Regular Plan has NAV history starting from 21 Nov 2006, a track record of about 19 years 8 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 Large & Mid Cap Fund - IDCW Option - Regular Plan is managed by Escorts. 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 - IDCW Option - Regular Plan has delivered a absolute return of 6.11% — +7.34 pp ahead of the Large & Mid Cap Fund category average of -1.22%. The fund ranks #2 of 32 in its category — the top (Q1) quartile.

Over the trailing 3-year window, quant Large & Mid Cap Fund - IDCW Option - Regular Plan has delivered a CAGR of 15.36% — +3.28 pp ahead of the Large & Mid Cap Fund category average of 12.08%. The fund ranks #8 of 32 in its category — the top (Q1) quartile.

Over the trailing 5-year window, quant Large & Mid Cap Fund - IDCW Option - Regular Plan has delivered a CAGR of 15.66% — +4.11 pp ahead of the Large & Mid Cap Fund category average of 11.55%. The fund ranks #4 of 32 in its category — the top (Q1) quartile.

₹1 lakh invested in quant Large & Mid Cap Fund - IDCW Option - Regular Plan exactly 10 years ago would be worth approximately ₹352,181 today — a multiplier of 3.52×, based on the 10-year CAGR of 13.42%. The category average over the same window would have grown ₹1 lakh to ₹289,063.

A ₹10,000 monthly SIP in quant Large & Mid Cap Fund - IDCW Option - Regular Plan over the last 5 years — total invested ₹600,000 — would be worth ₹848,079 today. That's an XIRR (money-weighted annualised return) of 13.81%.

A ₹10,000 monthly SIP for 10 years in quant Large & Mid Cap Fund - IDCW Option - Regular Plan = ₹1,200,000 invested. It would currently be worth ₹2,773,583 (multiplier 2.31×). XIRR: 15.98%. 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 - IDCW Option - Regular Plan ranks #4 out of 32 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 11.55%; this fund delivered 15.66%.

The worst peak-to-trough decline quant Large & Mid Cap Fund - IDCW Option - Regular Plan has experienced over the last 5-year window is 25.01% — 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 Large & Mid Cap Fund - IDCW Option - Regular Plan averaged 18.48% (best 39.32%, worst -4.49%). 92% of rolling windows ended positive. The 5-year Sharpe ratio is 0.56 — reasonable risk-adjusted performance.

In calendar year 2025, quant Large & Mid Cap Fund - IDCW Option - Regular Plan returned -2.59% — lagging the Large & Mid Cap Fund category average of 2.91% by 5.50 pp. It ranked #26 of 32 in its category that year.

quant Large & Mid Cap 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 Large & Mid Cap 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: 25.0%. 5-year CAGR: 15.66%.

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