Should I invest in quant Small Cap Fund?

We don't give personal investment advice. quant Small 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: 25.2%. 5-year CAGR: 21.49%.

Quant

quant Small Cap Fund - Growth Option - Direct Plan

Latest NAV

₹293.2340

As of

3 Jun 2026

3,299 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	+0.09%	+0.48%	-0.39	30 / 36	Q4
1W	-0.33%	-0.81%	+0.48	10 / 36	Q2
2W	+2.57%	+1.36%	+1.21	7 / 36	Q1
1M	+3.39%	+0.94%	+2.45	6 / 36	Q1
3M	+17.20%	+9.95%	+7.25	3 / 34	Q1
6M	+6.09%	+3.30%	+2.78	7 / 33	Q1
YTD	+5.91%	+4.13%	+1.78	9 / 33	Q2
1Y	+7.98%	+5.56%	+2.43	10 / 32	Q2
2Y	+2.88%	+6.66%	-3.79	24 / 29	Q4
3Y	+21.16%	+18.72%	+2.45	6 / 25	Q1
4Y	+23.05%	+19.54%	+3.51	4 / 22	Q1
5Y	+21.49%	+18.15%	+3.34	2 / 22	Q1
7Y	+29.72%	+21.75%	+7.97	1 / 18	Q1
10Y	+20.33%	+18.26%	+2.07	3 / 13	Q1
Inception	+17.40%	+17.38%	+0.02	21 / 36	Q3

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	+5.91%	+4.13%	+1.78	9 / 33
2025	-2.12%	-4.11%	+1.99	11 / 30
2024	+22.92%	+27.89%	-4.97	22 / 28
2023	+46.26%	+43.05%	+3.21	7 / 24
2022	+11.20%	+2.92%	+8.28	1 / 22
2021	+89.90%	+63.14%	+26.76	1 / 21
2020	+74.95%	+32.77%	+42.18	1 / 18
2019	-23.43%	+0.57%	-24.00	16 / 16
2018	+3.06%	-16.20%	+19.25	1 / 13
2017	+4.90%	+49.31%	-44.41	13 / 13
2016	+10.10%	+6.15%	+3.95	3 / 13

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

+22.86%

152 windows

min -40.8% · max 208.1%

82% positive

3-Year rolling

+20.98%

127 windows

min -14.6% · max 68.0%

90% positive

5-Year rolling

+20.99%

103 windows

min -6.1% · max 50.4%

91% positive

7-Year rolling

+19.29%

79 windows

min -1.8% · max 29.7%

97% 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

18.60%

3-year · annualised

Sharpe ratio

0.79

vs risk-free 6.5%

Sortino ratio

1.49

Downside-only deviation

Max drawdown

-24.42%

Sep 2024 → Mar 2025

% positive months

61.1%

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 Small Cap Fund

Scheme	Fund house	NAV	As of
HDFC Small Cap Fund - Growth Option - Direct Plan	HDFC	₹151.9870	3 Jun 2026
Nippon India Small Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹193.7635	3 Jun 2026
SBI Small Cap Fund - Direct Plan - Growth	SBI	₹194.0810	3 Jun 2026
ICICI Prudential Smallcap Fund - Direct Plan - Growth	ICICI Prudential	₹96.4400	3 Jun 2026
Invesco India Smallcap Fund - Direct Plan - Growth	Invesco	₹48.1600	3 Jun 2026
BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH	Bandhan	₹52.6160	3 Jun 2026
QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION	Quantum	₹13.3000	3 Jun 2026
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹104.2448	3 Jun 2026
Motilal Oswal Small Cap Fund - Direct - Growth	Motilal Oswal	₹15.5856	3 Jun 2026
Franklin India Small Cap Fund - Direct - Growth	Franklin India	₹193.2269	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹293.2340
2 Jun 2026	₹292.9714
1 Jun 2026	₹291.1606
29 May 2026	₹292.9274
27 May 2026	₹294.2135
26 May 2026	₹292.2481
25 May 2026	₹291.2511
22 May 2026	₹286.8536
21 May 2026	₹287.0552
20 May 2026	₹285.8860

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 Small Cap Fund - Growth Option - Direct Plan is ₹293.2340. It's a Small Cap Fund from Quant, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

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

Over the trailing 1-year window, quant Small Cap Fund - Growth Option - Direct Plan has delivered a absolute return of 7.98% — +2.43 pp ahead of the Small Cap Fund category average of 5.56%. The fund ranks #10 of 32 in its category — the second (Q2) quartile.

Over the trailing 3-year window, quant Small Cap Fund - Growth Option - Direct Plan has delivered a CAGR of 21.16% — +2.45 pp ahead of the Small Cap Fund category average of 18.72%. The fund ranks #6 of 25 in its category — the top (Q1) quartile.

Over the trailing 5-year window, quant Small Cap Fund - Growth Option - Direct Plan has delivered a CAGR of 21.49% — +3.34 pp ahead of the Small Cap Fund category average of 18.15%. The fund ranks #2 of 22 in its category — the top (Q1) quartile.

₹1 lakh invested in quant Small Cap Fund - Growth Option - Direct Plan exactly 10 years ago would be worth approximately ₹636,651 today — a multiplier of 6.37×, based on the 10-year CAGR of 20.33%. The category average over the same window would have grown ₹1 lakh to ₹535,049.

A ₹10,000 monthly SIP in quant Small Cap Fund - Growth Option - Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹935,820 today. That's an XIRR (money-weighted annualised return) of 17.81%.

A ₹10,000 monthly SIP for 10 years in quant Small Cap Fund - Growth Option - Direct Plan = ₹1,200,000 invested. It would currently be worth ₹4,483,773 (multiplier 3.74×). XIRR: 24.87%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, quant Small Cap Fund - Growth Option - Direct Plan ranks #2 out of 22 funds in the Small Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 18.15%; this fund delivered 21.49%.

The worst peak-to-trough decline quant Small Cap Fund - Growth Option - Direct Plan has experienced over the last 5-year window is 25.17% — its NAV fell from a high on 17 Jan 2022 to a low on 20 Jun 2022. 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 Small Cap Fund - Growth Option - Direct Plan averaged 20.99% (best 50.39%, worst -6.14%). 91% of rolling windows ended positive. The 5-year Sharpe ratio is 0.78 — reasonable risk-adjusted performance.

In calendar year 2025, quant Small Cap Fund - Growth Option - Direct Plan returned -2.12% — beating the Small Cap Fund category average of -4.11% by 1.99 pp. It ranked #11 of 30 in its category that year.

quant Small 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 Small 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: 25.2%. 5-year CAGR: 21.49%.

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