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quant Multi Cap Fund-GROWTH OPTION-Direct Plan is an equity scheme managed by quant Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 18.89%, with the bottom and top quartiles at 13.66% and 30.14% respectively. It has ranked in the top half of its category for 0 of the last 2 reported years. The total expense ratio is 0.74% 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-Value on the 3x3 equity style box, with 87% of its portfolio classified as of 2026-05-29.
| 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.
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 |
|---|
| AUROBINDO PHARMA LIMITED | Healthcare | 7.99% |
| ICICI BANK LIMITED | Financial Services | 4.85% |
| ADANI ENTERPRISES LIMITED | Energy | 3.86% |
| ADANI GREEN ENERGY LIMITED | Utilities | 3.73% |
| RELIANCE INDUSTRIES LIMITED | Energy | 3.15% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | Consumer Cyclical | 2.84% |
| SUN TV NETWORK LIMITED | Communication Services | 2.65% |
| IRB INFRASTRUCTURE DEVELOPERS LTD | Industrials | 2.60% |
| LIC HOUSING FINANCE LIMITED | Financial Services | 2.07% |
| CRISIL LIMITED | Financial Services | 2.01% |
| STRIDES PHARMA SCIENCE LIMITED | Healthcare | 1.97% |
| K.P.R. MILL LIMITED | Consumer Cyclical | 1.65% |
| PB FINTECH LIMITED | Financial Services | 1.46% |
| Aditya Birla Lifestyle Brands Limited | Consumer Cyclical | 1.44% |
| GUJARAT STATE FERTILIZERS & CHEMICALS LIMITED | Basic Materials | 1.37% |
| HONDA INDIA POWER PRODUCTS LIMITED | Industrials | 1.34% |
| PREMIER ENERGIES LIMITED | Technology | 1.30% |
| LLOYDS METALS AND ENERGY LIMITED | Basic Materials | 1.24% |
| ROSSELL TECHSYS LIMITED | Industrials | 1.18% |
| MAHARASHTRA SEAMLESS LIMITED | Basic Materials | 1.18% |
| NMDC LIMITED | Basic Materials | 1.10% |
| JSW INFRASTRUCTURE LTD | Industrials | 1.08% |
| TATA COMMUNICATIONS LIMITED | Communication Services | 1.06% |
| CENTURY ENKA LIMITED | Consumer Cyclical | 0.97% |
| JUNIPER HOTELS PRIVATE LIMITED | Consumer Cyclical | 0.88% |
| Sector | Holdings | Weight |
|---|---|---|
| Power | — | 12.36% |
| Financial Services | 6 | 11.38% |
| Healthcare | 4 | 10.84% |
| Metals & Mining | — | 6.20% |
| Capital Goods | — | 6.06% |
| Fast Moving Consumer Goods | — | 3.56% |
| Construction | — | 3.46% |
| Diversified | — | 3.26% |
| Oil, Gas & Consumable Fuels | — | 3.15% |
| Textiles | — | 2.96% |
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.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -16.36% | 1.97% | 14.64% | 46.75% | 114.86% | 77.2% |
| 3Y | 8.58% | 13.66% | 18.89% | 30.14% | 40.51% | 100.0% |
| 5Y | 13.63% | 15.87% | 21.82% | 24.84% | 31.94% | 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 35.7% 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.
What an investor SIPping into this fund actually got during named market shocks.
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.