ReviewDirect · GrowthPrefer peers first
Quant Large & Mid Cap Fund
quant Mutual FundEquity Scheme - Large & Mid Cap Fund13.8 years
The scheme seeks to provide capital appreciation by investing in a portfolio of Large and Midcap companies.
- NAV
- 133.685
- 29 Oct 2026
- 1Y
- +4.5%
- Trailing CAGR
- AUM
- ₹3,384.49 Cr
- 30 Sept 2026
- Volatility
- n/a
- History still thin
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
In three lines
Watch if · Maximum drawdown exceeded 35%.
Watch if · Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Prefer peers if · Prefer Motilal Oswal Large and Midcap Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.8 years of path to read.
Engine status
Fail
The live read flags issues. Inspect same-category alternatives before buying.
Expense ratio
Pass
1.25% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -45.7%. Ask whether you can hold through a similar fall.
Vs category
Pass
81% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Sameer Kate · 1.7 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 80.8% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 46%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Review does not mean stop the SIP tomorrow - compare peers first. Stopping on a red label often locks in the worst path.
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+4.5%
- 3Y+15.1%
- 5Y+15.0%
- 10Y+15.2%
- SI+17.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+9.6%
- 3Y+5.5%
- 5Y+12.7%
- 10Y+16.7%
- Since inception
- +17.4%
- Calendar-day CAGR
- Excess 1Y
- +8.7%
- Category median, same plan and option
- 3Y win rate
- +81%
- Windows beating the median
- 3Y percentile
- 88
- Vs comparable share classes
- SIP 3Y XIRR
- +5.5%
- Simulated monthly SIP
- Worst rolling 3Y
- -6.9%
- 2651 daily-ending windows
- Median rolling 3Y
- +20.8%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2158 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -45.7%
- Worst peak-to-trough
- Current
- -6.6%
- Below last peak
- Current spell
- 762 days
- Days below latest peak
- Time below peak
- +92%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 28 days
- 99 recovered episodes
- Longest recovery
- 1723 days
- Trough to prior peak
27 May 2015 – 17 Nov 2020
Trough 29 Feb 2016 · recovered in 1723 days
-45.7%
27 Sept 2024 – open
Trough 4 Mar 2025 · not recovered
-24.1%
9 Jan 2013 – 28 Mar 2014
Trough 28 Aug 2013 · recovered in 212 days
-21.3%
11 Apr 2022 – 7 Sept 2022
Trough 20 Jun 2022 · recovered in 79 days
-17.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
88
Vs category
100
Consistency
69
Risk-adjusted
n/a
Drawdown
0
Mean
64
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Review
Buying stance
Prefer peers first
The live read flags issues. Inspect same-category alternatives before buying.
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 81% of rolling 3-year windows.
- Three-year return is above the category median.
Risk metrics are withheld because the NAV history contains an implausible daily move above 50%.
Portfolio
30 Sept 2026 · 33 holdings · top 10 are 80.8%.
- Top 5
- 56.1%
- Top 10
- 80.8%
- Largest holding
- 21.9%
- Effective holdings
- 10.2
Repo
Unspecified
21.9%
Aurobindo Pharma Ltd
Healthcare
9.8%
Lloyds Metals and Energy Ltd
Materials
9.7%
Samvardhana Motherson International Ltd
Consumer Discretionary
8.0%
Adani Enterprises Ltd
Materials
6.7%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Motilal Oswal Large and Midcap Fund
Motilal Oswal Mutual Fund
- 1Y
- +1.7%
- 3Y
- +21.3%
- Vol
- 19.4%
- Max DD
- -37.4%
- Sharpe
- 0.80
- 3Y win
- +98%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Baroda BNP Paribas Large and Mid Cap fund
Baroda BNP Paribas Mutual Fund
- 1Y
- -3.8%
- 3Y
- +13.7%
- Vol
- 14.9%
- Max DD
- -20.6%
- Sharpe
- 0.86
- 3Y win
- +81%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Edelweiss Large & Mid Cap Fund
Edelweiss Mutual Fund
- 1Y
- -3.0%
- 3Y
- +13.6%
- Vol
- 15.7%
- Max DD
- -34.9%
- Sharpe
- 0.67
- 3Y win
- +88%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Bandhan Large & Mid Cap Fund
Bandhan Mutual Fund
- 1Y
- -3.7%
- 3Y
- +16.9%
- Vol
- 15.8%
- Max DD
- -38.5%
- Sharpe
- 0.61
- 3Y win
- +61%
- Shallower drawdown
- Lower TER
- Higher trailing returns
DSP Large & Mid Cap Fund
DSP Mutual Fund
- 1Y
- -7.4%
- 3Y
- +12.9%
- Vol
- 15.9%
- Max DD
- -36.8%
- Sharpe
- 0.62
- 3Y win
- +74%
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns