Quant
quant Momentum Fund - IDCW Option - Direct Plan
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.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
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 | -0.09% | -0.04% | -0.05 | 141 / 249 | Q3 |
| 1W | +0.43% | -0.15% | +0.58 | 44 / 249 | Q1 |
| 2W | -0.03% | -0.61% | +0.59 | 152 / 251 | Q3 |
| 1M | +2.20% | +1.14% | +1.06 | 116 / 251 | Q2 |
| 3M | +10.95% | +3.90% | +7.05 | 35 / 251 | Q1 |
| 6M | +9.57% | +2.59% | +6.98 | 60 / 243 | Q1 |
| YTD | +7.77% | +0.68% | +7.09 | 54 / 241 | Q1 |
| 1Y | +7.48% | +2.39% | +5.09 | 64 / 229 | Q2 |
| 2Y | +0.05% | +0.44% | -0.39 | 97 / 186 | Q3 |
| 3Y | — | — | — | — | — |
| 4Y | — | — | — | — | — |
| 5Y | — | — | — | — | — |
| 7Y | — | — | — | — | — |
| 10Y | — | — | — | — | — |
| Inception | +19.41% | +10.06% | +9.36 | 24 / 251 | 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 | +7.77% | +1.51% | +6.26 | 53 / 237 |
| 2025 | +3.19% | +1.49% | +1.70 | 82 / 204 |
| 2024 | +25.41% | +20.10% | +5.32 | 47 / 158 |
| 2023 | — | — | — | — |
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.
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 | 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.
Peers in Sectoral/Thematic Fund
Recent NAVs
| Date | NAV |
|---|---|
| 17 Jul 2026 | ₹16.0419 |
| 16 Jul 2026 | ₹16.0561 |
| 15 Jul 2026 | ₹15.9989 |
| 14 Jul 2026 | ₹16.0055 |
| 13 Jul 2026 | ₹16.0240 |
| 10 Jul 2026 | ₹15.9739 |
| 9 Jul 2026 | ₹15.7558 |
| 8 Jul 2026 | ₹15.5975 |
| 7 Jul 2026 | ₹15.8444 |
| 6 Jul 2026 | ₹16.0185 |
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.
- 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
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.
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