Should I invest in quant Mid Cap Fund?

We don't give personal investment advice. quant 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: 26.0%. 5-year CAGR: 18.16%.

Quant

quant Mid Cap Fund - Growth Option - Direct Plan

Latest NAV

₹245.6593

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	-0.49%	+0.15%	-0.64	31 / 34	Q4
1W	-2.22%	-1.85%	-0.36	24 / 34	Q3
2W	+0.38%	-0.16%	+0.55	6 / 34	Q1
1M	+1.19%	+0.51%	+0.69	6 / 34	Q1
3M	+14.87%	+4.16%	+10.71	1 / 33	Q1
6M	+2.96%	+0.22%	+2.74	5 / 33	Q1
YTD	+4.42%	+0.48%	+3.94	4 / 33	Q1
1Y	+1.13%	+6.03%	-4.90	26 / 32	Q4
2Y	-4.58%	+6.85%	-11.42	31 / 31	Q4
3Y	+17.91%	+20.47%	-2.56	25 / 31	Q4
4Y	+17.90%	+19.91%	-2.01	17 / 25	Q3
5Y	+18.16%	+17.75%	+0.41	12 / 24	Q2
7Y	+23.25%	+19.64%	+3.61	1 / 22	Q1
10Y	+18.25%	+16.84%	+1.41	7 / 19	Q2
Inception	+16.80%	+18.51%	-1.70	28 / 34	Q4

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	+4.42%	+0.48%	+3.94	4 / 33
2025	-5.11%	+2.51%	-7.62	30 / 31
2024	+19.71%	+29.88%	-10.17	30 / 31
2023	+35.37%	+38.88%	-3.51	21 / 30
2022	+19.94%	+4.09%	+15.85	1 / 24
2021	+52.05%	+45.26%	+6.79	4 / 23
2020	+44.34%	+24.48%	+19.86	2 / 22
2019	-1.84%	+4.55%	-6.39	20 / 21
2018	-0.84%	-10.32%	+9.48	2 / 20
2017	+30.39%	+41.26%	-10.86	20 / 20
2016	-2.86%	+4.21%	-7.06	18 / 19

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

+19.71%

152 windows

min -25.3% · max 100.5%

78% positive

3-Year rolling

+19.13%

127 windows

min -3.7% · max 45.1%

99% positive

5-Year rolling

+19.50%

103 windows

min -1.3% · max 39.4%

99% positive

7-Year rolling

+18.55%

79 windows

min 4.9% · max 27.1%

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

17.33%

3-year · annualised

Sharpe ratio

0.68

vs risk-free 6.5%

Sortino ratio

1.20

Downside-only deviation

Max drawdown

-25.95%

Jul 2024 → Mar 2025

% positive months

58.3%

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 Mid Cap Fund

Scheme	Fund house	NAV	As of
HDFC Mid Cap Fund - Growth Option - Direct Plan	HDFC	₹219.0770	3 Jun 2026
NIPPON INDIA GROWTH MID CAP FUND - DIRECT Plan - IDCW Option	Nippon India	₹184.7203	3 Jun 2026
SBI MIDCAP FUND - DIRECT PLAN - GROWTH	SBI	₹261.4456	3 Jun 2026
ICICI Prudential MidCap Fund - Direct Plan - Growth	ICICI Prudential	₹374.7000	3 Jun 2026
Invesco India Midcap Fund - Direct Plan - Growth Option	Invesco	₹220.3000	3 Jun 2026
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN	Bandhan	₹18.8500	3 Jun 2026
Aditya Birla Sun Life Midcap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹896.8300	3 Jun 2026
Motilal Oswal Midcap Fund-Direct Plan-Growth Option	Motilal Oswal	₹104.1164	3 Jun 2026
Franklin India Mid Cap Fund - Direct - Growth	Franklin India	₹3,000.7955	3 Jun 2026
Mirae Asset Midcap Fund- Direct Growth Option	Mirae Asset	₹40.9750	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹245.6593
2 Jun 2026	₹246.8566
1 Jun 2026	₹246.9814
29 May 2026	₹248.6673
27 May 2026	₹251.2273
26 May 2026	₹251.2702
25 May 2026	₹249.2266
22 May 2026	₹247.8039
21 May 2026	₹248.8853
20 May 2026	₹244.7199

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 Mid Cap Fund - Growth Option - Direct Plan is ₹245.6593. It's a Mid Cap Fund from Quant, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

quant 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 Mid Cap Fund - Growth Option - Direct Plan is managed by Quant. It's classified by AMFI under the 'Mid Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, quant Mid Cap Fund - Growth Option - Direct Plan has delivered a absolute return of 1.13% — -4.9 pp behind the Mid Cap Fund category average of 6.03%. The fund ranks #26 of 32 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, quant Mid Cap Fund - Growth Option - Direct Plan has delivered a CAGR of 17.91% — -2.56 pp behind the Mid Cap Fund category average of 20.47%. The fund ranks #25 of 31 in its category — the bottom (Q4) quartile.

Over the trailing 5-year window, quant Mid Cap Fund - Growth Option - Direct Plan has delivered a CAGR of 18.16% — +0.41 pp ahead of the Mid Cap Fund category average of 17.75%. The fund ranks #12 of 24 in its category — the second (Q2) quartile.

₹1 lakh invested in quant Mid Cap Fund - Growth Option - Direct Plan exactly 10 years ago would be worth approximately ₹534,615 today — a multiplier of 5.35×, based on the 10-year CAGR of 18.25%. The category average over the same window would have grown ₹1 lakh to ₹474,182.

A ₹10,000 monthly SIP in quant Mid Cap Fund - Growth Option - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹848,421 today. That's an XIRR (money-weighted annualised return) of 13.82%.

A ₹10,000 monthly SIP for 10 years in quant Mid Cap Fund - Growth Option - Direct Plan = ₹1,200,000 invested. It would currently be worth ₹3,505,109 (multiplier 2.92×). XIRR: 20.32%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, quant Mid Cap Fund - Growth Option - Direct Plan ranks #12 out of 24 funds in the Mid Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 17.75%; this fund delivered 18.16%.

The worst peak-to-trough decline quant Mid Cap Fund - Growth Option - Direct Plan has experienced over the last 5-year window is 25.95% — its NAV fell from a high on 15 Jul 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 Mid Cap Fund - Growth Option - Direct Plan averaged 19.50% (best 39.42%, worst -1.32%). 99% of rolling windows ended positive. The 5-year Sharpe ratio is 0.68 — reasonable risk-adjusted performance.

In calendar year 2025, quant Mid Cap Fund - Growth Option - Direct Plan returned -5.11% — lagging the Mid Cap Fund category average of 2.51% by 7.62 pp. It ranked #30 of 31 in its category that year.

quant 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 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: 26.0%. 5-year CAGR: 18.16%.

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