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quant Multi Cap Fund-GROWTH OPTION - Regular Plan is an equity scheme managed by Quant Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 17.42%, with the bottom and top quartiles at 12.32% and 28.27% respectively. It has ranked in the top half of its category for 6 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.87% on assets of ₹7,507Cr. The fund is currently managed by Yug Tibrewal, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 89% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Adani Power Limited | Utilities | 8.63% |
| Aditya Birla Lifestyle Brands Limited | Consumer Cyclical | 1.44% |
| Rossell Techsys Ltd | Industrials | 1.18% |
| Zydus Wellness Limited | Consumer Defensive | 1.14% |
| Juniper Hotels Limited | Consumer Cyclical | 0.88% |
| Lancer Container Lines Ltd. | Industrials | 0.08% |
| Rossell India Limited | Industrials | 0.07% |
| Sector | Holdings | Weight |
|---|---|---|
| Power | 1 | 12.36% |
| Pharmaceuticals & Biotechnology | 3 | 10.30% |
| Banks | 1 | 4.85% |
| Finance | 2 | 4.08% |
| Metals & Minerals Trading | 1 | 3.86% |
| Construction | 3 | 3.46% |
| Diversified | 2 | 3.26% |
| Petroleum Products | 1 | 3.15% |
| Textiles & Apparels | 3 | 2.96% |
| Auto Components | 1 | 2.84% |
| Entertainment | 1 | 2.65% |
| Agricultural Food & other Products | 1 | 2.42% |
| Industrial Products | 3 | 2.24% |
| Retailing | 1 | 1.98% |
| Telecom - Services | 2 | 1.60% |
| Financial Technology (Fintech) | 1 | 1.46% |
| Realty | 1 | 1.42% |
| Fertilizers & Agrochemicals | 1 | 1.37% |
| Industrial Manufacturing | 1 | 1.34% |
| Electrical Equipment | 1 | 1.30% |
| Ferrous Metals | 1 | 1.24% |
| Aerospace & Defense | 1 | 1.18% |
| Food Products | 1 | 1.14% |
| Minerals & Mining | 1 | 1.10% |
| Transport Infrastructure | 1 | 1.08% |
| Leisure Services | 1 | 0.95% |
| Healthcare Equipment & Supplies | 1 | 0.54% |
| Capital Markets | 2 | 0.53% |
| Insurance | 2 | 0.46% |
| Chemicals & Petrochemicals | 1 | 0.44% |
| IT - Services | 1 | 0.19% |
| Transport Services | 1 | 0.08% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -17.31% | 0.57% | 13.26% | 45.15% | 110.88% | 75.8% |
| 3Y | 7.28% | 12.32% | 17.42% | 28.27% | 38.24% | 100.0% |
| 5Y | 12.11% | 14.38% | 20.16% | 23.10% | 30.08% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 13.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 8 data points.
| 5Y |
|---|
| Star |
|---|
| Kotak Multicap Fund-Regular Plan-Growth | Kotak Mahindra Mutual Fund | ₹25,769 Cr | 1.60% | +19.91% | — | 5★ |
| HSBC Multi Cap Fund - Regular - Growth | HSBC Mutual Fund | ₹5,500 Cr | 2.22% | +19.65% | — | 5★ |
| Bank of India Multi Cap Fund Regular Plan - Growth | Bank of India Mutual Fund | ₹1,074 Cr | 2.24% | +19.56% | — | 5★ |
| Axis Multicap Fund - Regular Plan - Growth | Axis Mutual Fund | ₹9,727 Cr | 2.29% | +19.03% | — | 5★ |
| Mahindra Manulife Multi Cap Fund - Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹6,439 Cr | 2.91% | +18.63% | +16.06% | 4★ |
| ITI Multi Cap Fund - Regular Plan - Growth Option | ITI Mutual Fund | ₹1,365 Cr | 2.44% | +18.16% | +11.67% | 4★ |
| LIC MF Multi Cap Fund-Regular Plan-Growth | LIC Mutual Fund | ₹1,849 Cr | 3.13% | +17.76% | — | 4★ |
| Baroda BNP Paribas MULTI CAP FUND - Regular Plan - Growth Option | Baroda BNP Paribas Mutual Fund | ₹3,219 Cr | 1.96% | +15.88% | +15.02% | 4★ |
| Union Multicap Fund - Regular Plan - Growth Option | Union Mutual Fund | ₹1,329 Cr | 2.75% | +15.68% | — | 3★ |
| Aditya Birla Sun Life Multi-Cap Fund-Regular Growth | Aditya Birla Sun Life Mutual Fund | ₹6,641 Cr | 1.79% | +14.45% | +13.21% | 3★ |