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quant Small Cap Fund - Growth Option - Direct Plan

quant Mutual Fund · Equity · mandate: ≥65% in small-caps (beyond the top 250) · benchmark: NIFTY Smallcap 250 TRI (TRI proxy)
AUM (all plans)
30,875 cr
TER direct / regular
0.95% / 1.77%
Active return /yr (full)
7.8%
Score
58
Rank (Score, pool)
#9 of 37
Percentile (full, pool)
96
IR vs benchmark
0.87
CAGR (absolute)
27.5%
Max drawdown
-42.2%
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

20192020202120222023202420252026-151104Cumulative active return vs benchmark, %
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

20132014201520162017201820192020202120222023202420252026827321,383Fund (NAV=100)Benchmark: NIFTY Smallcap 250 TRICategory median (Small)

Drawdown

20132014201520162017201820192020202120222023202420252026-42-210Drawdown %

Fiscal-year record

FYActive vs BMvs categoryIR%ileTEBenchmarkFund returnmonths
FY2225.1%20.4%1.629011.6%35.6%60.8%12
FY2313.4%4.0%3.73833.6%-6.6%6.8%12
FY245.2%20.9%0.60905.8%63.0%68.2%12
FY25-4.5%-7.3%-0.7427.3%5.3%0.7%12
FY261.8%-2.1%0.23246.3%-5.3%-3.4%12
FY27*3.9%2.0%1.39595.4%28.8%32.8%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 (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2019+1.2-0.7-1.7-1.2
2020+3.8-0.0+5.7+3.5+1.5+2.7+17.2-2.8+5.2+2.8-5.6-0.2+37.6
2021+1.1-0.8+3.6+10.6+1.5+3.1+2.3-2.2+1.0+1.2-1.9-0.6+20.0
2022+3.1+0.2+0.3+1.0+0.1+1.1-0.1+0.1+2.2+0.9+1.5+3.6+14.9
2023+1.0+0.6+1.3+0.2-2.1-0.9+0.7-1.0-1.1-1.2+0.3+2.1-0.1
2024+3.8+1.2+1.4-0.5+0.9-3.3-0.9-0.7+0.2-0.6+0.3-4.1-2.4
2025+3.5+2.0-2.3+1.6-3.3-1.6+1.8+0.1+0.2+0.6+1.9-0.9+3.4
2026-1.9+0.1+2.9-0.2+2.9+1.2-1.3+0.5+4.2
Fund monthly return minus benchmark; the year column compounds each separately and differences them.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2013+0.7+0.7+1.1+1.3-0.3-0.5+0.1+1.3+1.6+0.4+0.6+7.1
2014-0.1+0.4+1.8+0.4+1.6+0.8+0.8+0.6+0.9+1.6+1.3+1.2+11.9
2015+1.4+0.4+0.6+0.9+0.4+0.4+0.8+0.6+1.0+0.6+0.3+0.5+8.2
2016+0.5+0.2+1.4+0.8+0.4+0.8+1.7+1.1+0.9+0.5+2.1-0.6+10.2
2017+0.5-0.5+0.9-0.0+1.0+1.0+0.3+0.5+0.6+0.8+0.0+0.0+5.3
2018-0.8-0.9+1.4-0.4+0.1+0.1+1.1+1.1-3.0+2.2+0.3+2.1+3.1
2019-5.0-3.5+7.0-5.7-3.1-3.4-11.8-5.7+4.0+3.6+0.3-1.2-23.2
2020+10.6-7.0-26.7+16.1-0.5+17.2+23.4+9.0+8.4+2.3+6.9+8.1+76.1
2021+2.0+11.5+4.3+15.2+11.5+8.6+10.4-5.1+6.8+1.3-2.3+4.7+91.7
2022+2.9-9.1+6.4+1.5-8.5-5.5+8.7+5.8+1.3+2.7+4.5+1.8+11.2
2023-1.3-3.0-0.3+7.1+3.4+5.4+8.4+4.1+1.4-2.9+10.5+8.0+48.0
2024+11.1+0.6-2.9+9.9-0.4+6.2+4.1+0.6+1.4-4.2+0.1-3.9+23.5
2025-7.2-10.6+6.8+3.2+6.3+4.1-1.8-3.5+1.3+4.3-1.4-1.2-1.4
2026-7.4+0.8-7.2+16.9+4.4+5.5-0.1+3.1+15.1

Quarterly average AUM & estimated net flows

20132014201520162017201820192020202120222023202420252026115,43830,875AUM (quarter avg), ₹cr
-4,8324,453
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
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.