Should I invest in quant Small Cap Fund?

We don't give personal investment advice. quant Small Cap Fund - Growth - 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: 25.7%. 5-year CAGR: 17.36%.

Escorts

quant Small Cap Fund - Growth - Regular Plan

Latest NAV

₹279.4195

As of

24 Jul 2026

5,001 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	-0.23%	-0.01%	-0.22	4 / 4	Q4
1W	-2.32%	-2.00%	-0.32	4 / 4	Q4
2W	-2.50%	-2.23%	-0.27	4 / 4	Q4
1M	-0.18%	-0.75%	+0.57	2 / 4	Q2
3M	+11.88%	+8.61%	+3.28	1 / 4	Q1
6M	+21.77%	+13.45%	+8.32	1 / 4	Q1
YTD	+10.07%	+3.46%	+6.62	1 / 4	Q1
1Y	+7.05%	+0.11%	+6.94	1 / 4	Q1
2Y	+1.38%	-2.87%	+4.24	1 / 4	Q1
3Y	+18.01%	+11.35%	+6.65	2 / 4	Q2
4Y	+22.89%	+16.23%	+6.66	2 / 4	Q2
5Y	+17.36%	+12.24%	+5.13	2 / 4	Q2
7Y	+30.97%	+22.90%	+8.06	2 / 4	Q2
10Y	+19.63%	+15.20%	+4.43	1 / 4	Q1
Inception	+14.36%	+12.46%	+1.89	2 / 4	Q2

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	+10.07%	+3.46%	+6.62	1 / 4
2025	-3.00%	-7.59%	+4.58	1 / 4
2024	+21.78%	+16.81%	+4.97	2 / 4
2023	+44.62%	+39.33%	+5.28	2 / 4
2022	+9.50%	+3.79%	+5.70	2 / 4
2021	+86.26%	+73.65%	+12.61	2 / 4
2020	+73.93%	+48.87%	+25.06	1 / 4
2019	-23.70%	-17.40%	-6.31	4 / 4
2018	+2.63%	-9.04%	+11.67	1 / 4
2017	+4.88%	+28.75%	-23.86	3 / 4
2016	+10.10%	+2.11%	+8.00	1 / 4

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

+17.83%

236 windows

min -42.2% · max 208.0%

83% positive

3-Year rolling

+16.00%

211 windows

min -15.4% · max 64.4%

93% positive

5-Year rolling

+15.41%

187 windows

min -6.6% · max 49.8%

97% positive

7-Year rolling

+13.60%

163 windows

min -2.2% · max 31.0%

98% 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

18.07%

3-year · annualised

Sharpe ratio

0.66

vs risk-free 6.5%

Sortino ratio

1.14

Downside-only deviation

Max drawdown

-24.73%

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 - IDCW Option	HDFC	₹39.8970	24 Jul 2026
NIPPON INDIA SMALL CAP FUND - Direct Plan - IDCW Option	Nippon India	₹106.6113	24 Jul 2026
SBI Small Cap Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹139.8212	24 Jul 2026
ICICI Prudential Smallcap Fund - Direct Plan - IDCW	ICICI Prudential	₹68.7500	24 Jul 2026
Invesco India Smallcap Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹38.3800	24 Jul 2026
BANDHAN SMALL CAP FUND - DIRECT PLAN IDCW	Bandhan	₹38.3520	24 Jul 2026
quant Small Cap Fund - IDCW Option - Direct Plan	Quant	₹239.3835	24 Jul 2026
Aditya Birla Sun Life Small Cap Fund -Direct - IDCW	Aditya Birla Sun Life	₹76.2716	24 Jul 2026
Motilal Oswal Small Cap Fund - Direct IDCW	Motilal Oswal	₹16.7650	24 Jul 2026
Franklin India Small Cap Fund - Direct - IDCW	Franklin India	₹51.9073	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹279.4195
23 Jul 2026	₹280.0675
22 Jul 2026	₹284.0062
21 Jul 2026	₹287.5317
20 Jul 2026	₹286.9053
17 Jul 2026	₹286.0654
16 Jul 2026	₹287.5800
15 Jul 2026	₹288.1802
14 Jul 2026	₹286.6967
13 Jul 2026	₹287.6893

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 Small Cap Fund - Growth - Regular Plan is ₹279.4195. It's a Small Cap Fund from Escorts, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

quant Small Cap Fund - Growth - 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 Small Cap Fund - Growth - Regular Plan is managed by Escorts. 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 - Regular Plan has delivered a absolute return of 7.05% — +6.94 pp ahead of the Small Cap Fund category average of 0.11%. The fund ranks #1 of 4 in its category — the top (Q1) quartile.

Over the trailing 3-year window, quant Small Cap Fund - Growth - Regular Plan has delivered a CAGR of 18.01% — +6.65 pp ahead of the Small Cap Fund category average of 11.35%. The fund ranks #2 of 4 in its category — the second (Q2) quartile.

Over the trailing 5-year window, quant Small Cap Fund - Growth - Regular Plan has delivered a CAGR of 17.36% — +5.13 pp ahead of the Small Cap Fund category average of 12.24%. The fund ranks #2 of 4 in its category — the second (Q2) quartile.

₹1 lakh invested in quant Small Cap Fund - Growth - Regular Plan exactly 10 years ago would be worth approximately ₹600,165 today — a multiplier of 6.00×, based on the 10-year CAGR of 19.63%. The category average over the same window would have grown ₹1 lakh to ₹411,522.

A ₹10,000 monthly SIP in quant Small Cap Fund - Growth - Regular Plan over the last 5 years — total invested ₹600,000 — would be worth ₹936,061 today. That's an XIRR (money-weighted annualised return) of 17.83%.

A ₹10,000 monthly SIP for 10 years in quant Small Cap Fund - Growth - Regular Plan = ₹1,200,000 invested. It would currently be worth ₹4,324,045 (multiplier 3.60×). XIRR: 24.20%. 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 - Regular Plan ranks #2 out of 4 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 12.24%; this fund delivered 17.36%.

The worst peak-to-trough decline quant Small Cap Fund - Growth - Regular Plan has experienced over the last 5-year window is 25.66% — 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 - Regular Plan averaged 15.41% (best 49.76%, worst -6.61%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.61 — reasonable risk-adjusted performance.

In calendar year 2025, quant Small Cap Fund - Growth - Regular Plan returned -3.00% — beating the Small Cap Fund category average of -7.59% by 4.58 pp. It ranked #1 of 4 in its category that year.

quant Small Cap Fund - Growth - 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 Small Cap Fund - Growth - 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: 25.7%. 5-year CAGR: 17.36%.

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