Should I invest in quant Mid Cap Fund?

We don't give personal investment advice. quant 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: 26.6%. 5-year CAGR: 15.18%.

Escorts

quant Mid Cap Fund - IDCW Option - Regular Plan

Latest NAV

₹78.1635

As of

24 Jul 2026

5,005 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	+0.20%	-0.02%	+0.22	6 / 27	Q1
1W	-1.96%	-1.13%	-0.83	26 / 27	Q4
2W	-1.42%	-1.54%	+0.12	6 / 27	Q1
1M	-0.31%	-0.61%	+0.30	15 / 27	Q3
3M	+4.40%	+3.93%	+0.47	9 / 27	Q2
6M	+15.39%	+7.69%	+7.70	2 / 27	Q1
YTD	+5.35%	+1.25%	+4.10	3 / 27	Q1
1Y	+0.80%	+1.15%	-0.35	15 / 27	Q3
2Y	-5.45%	+1.20%	-6.65	25 / 27	Q4
3Y	+13.44%	+14.78%	-1.35	14 / 27	Q3
4Y	+16.04%	+16.26%	-0.22	14 / 27	Q3
5Y	+15.18%	+13.66%	+1.53	9 / 27	Q2
7Y	+23.13%	+17.91%	+5.22	2 / 27	Q1
10Y	+17.01%	+12.82%	+4.19	5 / 27	Q1
Inception	+8.23%	+11.00%	-2.77	21 / 27	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	+5.35%	+1.25%	+4.10	3 / 27
2025	-6.14%	+0.65%	-6.79	25 / 27
2024	+18.42%	+23.63%	-5.21	20 / 27
2023	+33.68%	+35.07%	-1.39	14 / 27
2022	+17.46%	+2.50%	+14.96	1 / 27
2021	+49.05%	+38.76%	+10.29	3 / 27
2020	+41.77%	+20.23%	+21.54	2 / 27
2019	-2.96%	-0.75%	-2.21	19 / 27
2018	-1.34%	-14.09%	+12.75	1 / 27
2017	+30.37%	+36.02%	-5.65	22 / 27
2016	-2.84%	+0.99%	-3.82	20 / 27

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

+11.22%

236 windows

min -39.0% · max 116.5%

66% positive

3-Year rolling

+11.39%

211 windows

min -17.5% · max 39.8%

83% positive

5-Year rolling

+11.79%

187 windows

min -9.8% · max 38.1%

83% positive

7-Year rolling

+11.27%

163 windows

min -5.4% · max 25.4%

86% 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

15.97%

3-year · annualised

Sharpe ratio

0.48

vs risk-free 6.5%

Sortino ratio

0.82

Downside-only deviation

Max drawdown

-26.62%

Jul 2024 → Mar 2026

% positive months

55.6%

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 Plan	HDFC	₹205.1410	24 Jul 2026
SBI MIDCAP FUND - REGULAR PLAN - GROWTH	SBI	₹241.7656	24 Jul 2026
ICICI Prudential MidCap Fund - Growth	ICICI Prudential	₹331.1600	24 Jul 2026
Franklin India Mid Cap Fund - IDCW	Franklin Templeton	₹85.4545	24 Jul 2026
Kotak Midcap Fund - Regular Plan - Growth	Kotak Mahindra	₹143.7810	24 Jul 2026
UTI Mid Cap Fund - Regular Plan - IDCW	UTI	₹144.2427	24 Jul 2026
Aditya Birla Sun Life Midcap Fund -REGULAR - IDCW	Birla Sun Life	₹57.8700	24 Jul 2026
Invesco India Midcap Fund - Regular Plan - Growth Option	Religare	₹194.5800	24 Jul 2026
NIPPON INDIA GROWTH MID CAP FUND - IDCW Option	Reliance	₹119.1847	24 Jul 2026
quant Mid Cap Fund - Growth Option - Regular Plan	Escorts	₹219.8673	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹78.1635
23 Jul 2026	₹78.0047
22 Jul 2026	₹78.4083
21 Jul 2026	₹80.0939
20 Jul 2026	₹80.0191
17 Jul 2026	₹79.7251
16 Jul 2026	₹79.6867
15 Jul 2026	₹79.5679
14 Jul 2026	₹79.2455
13 Jul 2026	₹79.6064

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 Mid Cap Fund - IDCW Option - Regular Plan is ₹78.1635. It's a Mid Cap Fund from Escorts, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

quant Mid Cap Fund - IDCW Option - Regular Plan has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 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 Mid Cap Fund - IDCW Option - Regular Plan is managed by Escorts. 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 - IDCW Option - Regular Plan has delivered a absolute return of 0.80% — -0.35 pp behind the Mid Cap Fund category average of 1.15%. The fund ranks #15 of 27 in its category — the third (Q3) quartile.

Over the trailing 3-year window, quant Mid Cap Fund - IDCW Option - Regular Plan has delivered a CAGR of 13.44% — -1.35 pp behind the Mid Cap Fund category average of 14.78%. The fund ranks #14 of 27 in its category — the third (Q3) quartile.

Over the trailing 5-year window, quant Mid Cap Fund - IDCW Option - Regular Plan has delivered a CAGR of 15.18% — +1.53 pp ahead of the Mid Cap Fund category average of 13.66%. The fund ranks #9 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in quant Mid Cap Fund - IDCW Option - Regular Plan exactly 10 years ago would be worth approximately ₹481,090 today — a multiplier of 4.81×, based on the 10-year CAGR of 17.01%. The category average over the same window would have grown ₹1 lakh to ₹334,174.

A ₹10,000 monthly SIP in quant Mid Cap Fund - IDCW Option - Regular Plan over the last 5 years — total invested ₹600,000 — would be worth ₹820,637 today. That's an XIRR (money-weighted annualised return) of 12.48%.

A ₹10,000 monthly SIP for 10 years in quant Mid Cap Fund - IDCW Option - Regular Plan = ₹1,200,000 invested. It would currently be worth ₹3,213,231 (multiplier 2.68×). XIRR: 18.71%. 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 - IDCW Option - Regular Plan ranks #9 out of 27 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 13.66%; this fund delivered 15.18%.

The worst peak-to-trough decline quant Mid Cap Fund - IDCW Option - Regular Plan has experienced over the last 5-year window is 26.62% — its NAV fell from a high on 15 Jul 2024 to a low on 23 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 Mid Cap Fund - IDCW Option - Regular Plan averaged 11.79% (best 38.14%, worst -9.77%). 83% of rolling windows ended positive. The 5-year Sharpe ratio is 0.55 — reasonable risk-adjusted performance.

In calendar year 2025, quant Mid Cap Fund - IDCW Option - Regular Plan returned -6.14% — lagging the Mid Cap Fund category average of 0.65% by 6.79 pp. It ranked #25 of 27 in its category that year.

quant 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 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: 26.6%. 5-year CAGR: 15.18%.

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