Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
quant Large Cap Fund - Growth Option - Direct Plan
★★★★★ 3rd-party
External rating
- Source: Third-party data provider (Groww/CRISIL)
- Original rating: 3/5, displayed as-is — TopFund does not modify third-party ratings
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria
TopFund Score: 65/100 · Good
How this score is calculated
- Star rating (35%)3/5
- 3Y CAGR (30%)12.98%
- Expense ratio (20%)1.53%
- AUM (15%)₹3,651 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Quant Mutual Fund · Equity · Large Cap
₹16.68
AUM: ₹3,651 Cr
NAV updated 16 days ago
Plan
Direct
Option
Growth
Risk
High
Expense Ratio
1.53%
Exit Load
Exit load of 1%, if redeemed within 15 days.
Fund Manager
Sanjeev Sharma
Inception
Aug 2022
Benchmark
NIFTY 100 Total Return Index
Sharpe Ratio
0.09
Std Dev (1Y)
16.25%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.49%
3m
+2.86%
6m
+10.14%
1y
+6.94%
3y
+12.98%
5y
—
10y
—
since inception
+13.33%
TopFund's Take on quant Large Cap Fund - Growth Option - Direct Plan
quant Large Cap Fund - Growth Option - Direct Plan holds up reasonably well within the Large Cap category, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 65/100.
Cost: At 1.53%, the expense ratio runs 155% above the Large Cap category average of 0.6%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.09 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.25% is fairly typical for Large Cap funds.
Who should invest: This fund is best suited to conservative equity investors or those wanting a stable core holding, typically with a 3+ year horizon. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about quant Large Cap Fund - Growth Option - Direct Plan
The current NAV (Net Asset Value) of quant Large Cap Fund - Growth Option - Direct Plan is ₹16.68. NAV is updated every business day after market close by AMFI.
1Y: 6.94% · 3Y CAGR: 12.98%
The expense ratio of quant Large Cap Fund - Growth Option - Direct Plan is 1.53% per annum. This is the annual fee charged by the fund to manage your investment.
quant Large Cap Fund - Growth Option - Direct Plan is managed by Sanjeev Sharma at Quant Mutual Fund.
quant Large Cap Fund - Growth Option - Direct Plan is classified as a High risk fund. It is suitable for investors with a long-term horizon of 3+ years.
Yes, quant Large Cap Fund - Growth Option - Direct Plan is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in quant Large Cap Fund - Growth Option - Direct Plan with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of quant Large Cap Fund - Growth Option - Direct Plan is ₹3,651 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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