quant Large & Mid Cap Fund - Growth Option-Direct Plan
quant Mutual Fund · Equity · mandate: ≥35% in large-caps and ≥35% in mid-caps · benchmark: NIFTY LargeMidcap 250 TRI (TRI proxy)
AUM (all plans)
3,278 cr
Active return /yr (full)
—
Score
45
Rank (Score, pool)
#21 of 35
Percentile (full, pool)
—
IR vs benchmark
0.45
CAGR (absolute)
19.6%
Max drawdown
-23.1%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Cumulative active return
Growth of the fund relative to its benchmark: +10 means ₹100 in the fund is worth 10% more than ₹100 in the benchmark since the start of the line.
Equity curve
Drawdown
Fiscal-year record
FY
Active vs BM
vs category
IR
%ile
TE
Benchmark
Fund return
months
FY22
—
14.2%
—
50
—
—
37.6%
12
FY23
0.5%
-0.4%
0.13
61
3.9%
0.3%
0.8%
12
FY24
18.2%
18.9%
1.74
94
7.2%
45.3%
63.5%
12
FY25
-8.1%
-11.4%
-1.25
2
6.0%
7.1%
-1.0%
12
FY26
-6.7%
-6.4%
-1.12
5
6.3%
-1.1%
-7.8%
12
FY27*
10.9%
9.2%
1.89
82
12.6%
16.2%
27.1%
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly active returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2022
+1.5
-0.6
+6.7
-0.0
-1.0
-0.2
-1.1
-0.5
+1.9
+1.4
+1.2
+1.2
+10.8
2023
-0.6
-1.7
-0.1
+1.1
-4.0
+0.5
+2.5
-1.3
+1.1
+0.5
+3.0
+1.4
+2.1
2024
+3.8
+2.5
+1.5
+2.3
+1.3
-2.8
-0.8
-2.0
-1.0
-0.2
-2.7
-0.7
+0.8
2025
+1.0
-2.7
+0.9
-0.8
-1.3
-0.3
-0.9
-2.0
+0.0
-0.1
-1.0
-0.8
-7.8
2026
-4.4
+1.5
+3.1
+6.6
+5.2
-0.7
-0.7
-0.5
+10.1
Fund monthly return minus benchmark; the year column compounds each separately and differences them.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-8.8
-4.9
+4.2
-0.1
-3.9
-3.4
-1.9
+3.2
+7.6
+0.6
+4.0
-4.7
2014
-2.2
+2.9
+7.8
+1.8
+11.1
+12.9
-1.5
+7.2
+1.1
+3.3
+6.8
+1.4
+65.6
2015
+7.7
+1.3
+1.6
-0.2
+2.5
-0.8
+5.8
-7.1
+0.2
+3.7
+2.5
+1.2
+19.2
2016
-5.4
-8.0
+10.2
+5.4
+5.3
+5.0
+1.3
+2.4
+1.5
+4.0
-5.3
-2.2
+13.3
2017
+5.4
+6.0
+3.3
+4.4
-0.1
+0.1
+2.5
-1.1
+1.2
+3.9
+0.8
+2.8
+33.0
2018
-1.5
-3.0
-2.2
+2.3
-2.2
-2.1
+2.4
+3.1
-4.8
-3.7
+4.1
-0.1
-7.9
2019
-3.7
-2.5
+8.6
-2.1
+2.4
-0.6
-6.6
+1.6
+4.3
+6.1
-0.7
-2.2
+3.6
2020
+2.8
-6.5
-16.2
+16.2
+2.8
+5.3
+5.1
-1.3
+0.7
-1.9
+11.6
+11.2
+29.0
2021
-1.9
+3.3
+5.5
+4.7
+8.4
+0.2
+3.3
+2.3
+4.0
+0.9
+2.4
+1.0
+39.3
2022
+0.6
-5.4
+11.0
-0.3
-5.3
-5.2
+9.3
+4.7
-0.7
+4.6
+4.0
-1.4
+15.0
2023
-3.6
-3.9
-0.1
+5.7
+0.4
+5.4
+6.8
-0.4
+3.6
-2.7
+10.9
+9.1
+34.3
2024
+6.5
+3.5
+2.1
+6.5
+2.7
+4.4
+3.7
-1.3
+1.0
-6.8
-2.6
-1.3
+19.4
2025
-2.9
-11.2
+8.3
+2.8
+3.0
+3.4
-3.7
-4.1
+1.3
+4.4
+0.5
-1.2
-0.7
2026
-7.6
+2.4
-8.2
+17.6
+6.0
+0.6
+1.4
-0.1
+10.3
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard