Loading mutual fund details…
quant Large & Mid 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 24.19%, with the bottom and top quartiles at 18.76% and 29.56% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 0.73% on assets of ₹3,262Cr. 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 96% 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 |
|---|
| LLOYDS METALS AND ENERGY LIMITED | Basic Materials | 9.50% |
| RELIANCE INDUSTRIES LIMITED | Energy | 9.09% |
| AUROBINDO PHARMA LIMITED | Healthcare | 8.52% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | Consumer Cyclical | 6.59% |
| ADANI GREEN ENERGY LIMITED | Utilities | 6.17% |
| STEEL AUTHORITY OF INDIA LIMITED | Basic Materials | 3.91% |
| PREMIER ENERGIES LIMITED | Technology | 3.78% |
| ADANI ENTERPRISES LIMITED | Energy | 3.04% |
| BHARAT HEAVY ELECTRICALS LIMITED | Industrials | 3.03% |
| TATA COMMUNICATIONS LIMITED | Communication Services | 2.88% |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED | Technology | 2.83% |
| K.P.R. MILL LIMITED | Consumer Cyclical | 2.64% |
| HDFC LIFE INSURANCE COMPANY LIMITED | Financial Services | 2.19% |
| JSW INFRASTRUCTURE LTD | Industrials | 1.28% |
| 3M INDIA LIMITED | Industrials | 1.25% |
| COLGATE-PALMOLIVE (INDIA) LIMITED | Consumer Defensive | 1.24% |
| PROCTER & GAMBLE HYGIENE AND HEALTH CARE LIMITED | Consumer Defensive | 0.43% |
| Sector | Holdings | Weight |
|---|---|---|
| Metals & Mining | — | 16.45% |
| Power | — | 14.52% |
| Oil, Gas & Consumable Fuels | — | 9.09% |
| Healthcare | 1 | 8.52% |
| Capital Goods | — | 6.81% |
| Automobile and Auto Components | — | 6.59% |
| Fast Moving Consumer Goods | — | 3.40% |
| Telecommunication | — | 2.88% |
| Financial Services | 1 | 2.87% |
| Information Technology | — | 2.83% |
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 | -14.74% | 3.97% | 17.99% | 48.25% | 79.18% | 80.6% |
| 3Y | 13.33% | 18.76% | 24.19% | 29.56% | 33.46% | 100.0% |
| 5Y | 15.46% | 18.38% | 22.37% | 25.09% | 27.78% | 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 56.5% means concentration is in line with most actively-managed Indian equity funds. 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 = 7 data points.