MonitorDirect · Growth
quant Healthcare Fund
quant Mutual FundEquity Scheme - Sectoral/ Thematic3.2 years
- NAV
- 18.9203
- 15 Sept 2026
- 1Y
- +18.6%
- Trailing CAGR
- AUM
- ₹428.3 Cr
- 31 Aug 2026
- Volatility
- High
- 17.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+18.6%
- 3Y+20.9%
- 5Yn/a
- 10Yn/a
- SI+23.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+33.7%
- 3Y+17.5%
- 5Yn/a
- 10Yn/a
- Since inception
- +23.0%
- Calendar-day CAGR
- Excess 1Y
- +12.5%
- Category median, same plan and option
- 3Y win rate
- +100%
- Windows beating the median
- 3Y percentile
- 87
- Vs comparable share classes
- Worst rolling 3Y
- +20.2%
- 40 daily-ending windows
- Median rolling 3Y
- +21.6%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +17.5%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 17 days
- 41 recovered episodes
- Longest recovery
- 487 days
- Trough to prior peak
- Current spell
- 3 days
- Days below latest peak
- Time below peak
- +85%
- NAV observations
13 Sept 2024 – 3 Jul 2026
Trough 3 Mar 2025 · recovered in 487 days
-25.2%
19 Feb 2024 – 21 May 2024
Trough 13 Mar 2024 · recovered in 69 days
-11.1%
15 Sept 2023 – 17 Nov 2023
Trough 26 Oct 2023 · recovered in 22 days
-6.7%
23 May 2024 – 6 Jun 2024
Trough 4 Jun 2024 · recovered in 2 days
-5.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
87
Vs category
100
Consistency
82
Risk-adjusted
76
Drawdown
37
Mean
76
Portfolio
31 Aug 2026 · 24 holdings · top 10 are 100.3%.
- Top 5
- 61.8%
- Top 10
- 100.3%
- Largest holding
- 22.7%
- Effective holdings
- 7.6
Repo
Unspecified
22.7%
Glaxosmithkline Pharmaceuticals Ltd
Healthcare
10.6%
GLENMARK PHARMACEUTICALS LTD-29-Sep-2026
Healthcare
9.8%
Divi's Laboratories Ltd. 29.09.2026
Healthcare
9.5%
Zydus Lifesciences Ltd
Healthcare
9.3%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 100% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +11.6%
- Vol
- 13.8%
- Max DD
- -17.8%
- Sharpe
- 0.48
- 3Y win
- +7%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns
Axis ESG Integration Strategy Fund
Axis Mutual Fund
- 1Y
- -4.4%
- 3Y
- +7.7%
- Vol
- 14.4%
- Max DD
- -24.3%
- Sharpe
- 0.54
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns
Baroda BNP Paribas Energy Opportunities Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +0.7%
- 3Y
- n/a
- Vol
- 13.8%
- Max DD
- -9.7%
- Sharpe
- 0.33
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns
Baroda BNP Paribas Innovation Fund
Baroda BNP Paribas Mutual Fund
- 1Y
- +9.0%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -22.3%
- Sharpe
- 0.60
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
Caveat: Lower trailing returns