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: 19.60%.

Quant

quant Small Cap Fund - Growth Option - Direct Plan

Latest NAV

₹313.4689

As of

17 Jul 2026

3,330 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	-0.52%	-0.55%	+0.03	14 / 36	Q2
1W	-0.16%	-0.78%	+0.62	5 / 36	Q1
2W	-0.04%	+0.21%	-0.25	24 / 36	Q3
1M	+4.47%	+2.84%	+1.63	3 / 36	Q1
3M	+15.29%	+10.77%	+4.52	6 / 36	Q1
6M	+18.22%	+14.16%	+4.05	9 / 34	Q2
YTD	+13.22%	+10.96%	+2.25	9 / 33	Q2
1Y	+8.97%	+6.25%	+2.72	10 / 32	Q2
2Y	+2.83%	+4.89%	-2.06	18 / 29	Q3
3Y	+20.68%	+18.29%	+2.39	6 / 25	Q1
4Y	+25.44%	+21.13%	+4.31	4 / 22	Q1
5Y	+19.60%	+17.21%	+2.39	6 / 22	Q2
7Y	+32.51%	+24.32%	+8.18	1 / 18	Q1
10Y	+20.95%	+18.28%	+2.66	3 / 13	Q1
Inception	+17.81%	+19.38%	-1.57	24 / 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	+13.22%	+10.96%	+2.25	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

+23.49%

153 windows

min -38.5% · max 207.1%

81% positive

3-Year rolling

+21.37%

129 windows

min -13.6% · max 68.9%

89% positive

5-Year rolling

+21.22%

104 windows

min -5.5% · max 53.7%

94% positive

7-Year rolling

+19.84%

80 windows

min -1.3% · max 32.5%

96% 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

17.77%

3-year · annualised

Sharpe ratio

0.79

vs risk-free 6.5%

Sortino ratio

1.30

Downside-only deviation

Max drawdown

-24.42%

Sep 2024 → Mar 2025

% positive months

63.9%

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	₹160.5300	17 Jul 2026
Nippon India Small Cap Fund - Direct Plan Growth Plan - Bonus Option	Nippon India	₹203.5938	17 Jul 2026
SBI Small Cap Fund - Direct Plan - Growth	SBI	₹208.9152	17 Jul 2026
ICICI Prudential Smallcap Fund - Direct Plan - Growth	ICICI Prudential	₹100.5000	17 Jul 2026
Invesco India Smallcap Fund - Direct Plan - Growth	Invesco	₹52.7200	17 Jul 2026
BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH	Bandhan	₹55.5270	17 Jul 2026
QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION	Quantum	₹13.9100	17 Jul 2026
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹109.4685	17 Jul 2026
Motilal Oswal Small Cap Fund - Direct - Growth	Motilal Oswal	₹16.8394	17 Jul 2026
Franklin India Small Cap Fund - Direct - Growth	Franklin India	₹203.8232	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹313.4689
16 Jul 2026	₹315.1211
15 Jul 2026	₹315.7711
14 Jul 2026	₹314.1381
13 Jul 2026	₹315.2180
10 Jul 2026	₹313.9712
9 Jul 2026	₹310.6232
8 Jul 2026	₹307.3631
7 Jul 2026	₹313.9304
6 Jul 2026	₹315.9689

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 17 Jul 2026, the NAV of quant Small Cap Fund - Growth Option - Direct Plan is ₹313.4689. 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 6 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 8.97% — +2.72 pp ahead of the Small Cap Fund category average of 6.25%. 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 20.68% — +2.39 pp ahead of the Small Cap Fund category average of 18.29%. 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 19.60% — +2.39 pp ahead of the Small Cap Fund category average of 17.21%. The fund ranks #6 of 22 in its category — the second (Q2) quartile.

₹1 lakh invested in quant Small Cap Fund - Growth Option - Direct Plan exactly 10 years ago would be worth approximately ₹669,709 today — a multiplier of 6.70×, based on the 10-year CAGR of 20.95%. The category average over the same window would have grown ₹1 lakh to ₹536,108.

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 ₹978,071 today. That's an XIRR (money-weighted annualised return) of 19.63%.

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 ₹4,720,035 (multiplier 3.93×). XIRR: 25.82%. 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 #6 out of 22 funds in the Small Cap Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 17.21%; this fund delivered 19.60%.

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 21.22% (best 53.65%, worst -5.49%). 94% of rolling windows ended positive. The 5-year Sharpe ratio is 0.69 — 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: 19.60%.

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