MonitorDirect · Growth

Quant Mid Cap Fund

quant Mutual Fund Equity Scheme - Mid Cap Fund13.7 years

The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.

NAV: 242.7838; 15 Sept 2026
1Y: +2.5%; Trailing CAGR
Upside capture: +87%; Vs NIFTY MIDCAP 150 TRI
Downside capture: +71%; Lower is better

NAV path pending

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+2.5%
3Y+10.1%
5Y+15.1%
10Y+18.0%
SI+16.3%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+5.2%
3Y+2.6%
5Y+11.4%
10Y+19.4%

Since inception: +16.3%; Calendar-day CAGR
Excess 1Y: -2.3%; Category median, same plan and option
3Y win rate: +55%; Windows beating the median
3Y percentile: 18; Vs comparable share classes
Worst rolling 3Y: -5.5%; 2635 daily-ending windows
Median rolling 3Y: +14.8%; Calendar-day CAGR
Positive rolling 5Y: +99%; 2142 daily-ending windows
SIP 3Y XIRR: +2.6%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 16 Sept 2026.

1Y excess: -1.3%; Fund minus TRI
3Y excess: -4.2%; Fund minus TRI
Upside capture: +87%; Benchmark-up months
Downside capture: +71%; Lower is better

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: 11 days; 189 recovered episodes
Longest recovery: 372 days; Trough to prior peak
Current spell: 792 days; Days below latest peak
Time below peak: +86%; NAV observations

29 Jan 2020 – 3 Aug 2020
Trough 23 Mar 2020 · recovered in 133 days
-33.4%
15 Jul 2024 – open
Trough 4 Mar 2025 · not recovered
-26.0%
31 Aug 2018 – 29 Jan 2020
Trough 22 Aug 2019 · recovered in 160 days
-19.5%
11 Apr 2022 – 5 Sept 2022
Trough 20 Jun 2022 · recovered in 77 days
-18.5%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
18
Vs category
35
Consistency
52
Risk-adjusted
62
Drawdown
16
Mean
37

Portfolio

31 Aug 2026 · 43 holdings · top 10 are 66.5%.

Top 5: 40.9%
Top 10: 66.5%
Largest holding: 10.4%
Effective holdings: 17.5

Aurobindo Pharma Ltd
Healthcare
10.4%
Tata Communications Ltd
Technology
8.4%
Lloyds Metals and Energy Ltd
Materials
8.2%
Repo
Unspecified
7.8%
IRB Infrastructure Developers Ltd
Industrials
6.0%

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Monitor

Engine status

Monitor

Recent evidence

Why this status

Three-year return sits below the 25th percentile of comparable share classes.

Supporting reads

The fund beat the category median in 55% of rolling 3-year windows.
Risk-adjusted return sits above the documented risk-free proxy.

Capture

Share of NIFTY MIDCAP 150 TRI gains and losses in up and down months.

Upside: +87%; Benchmark-up months
Downside: +71%; Lower is better

Risk

SEBI/AMFI Risk-o-Meter from AMC disclosures when available, otherwise the latest published scheme label.

Risk-o-Meter

Very High

LowVery high

Official rating as of 31 Aug 2026

Volatility: Medium; 15.3% annualized
Sharpe: 0.74; Vs 6.5% proxy
Sortino: 0.68; Downside only
Now: -13.6%; Below last peak
Max DD: -33.4%; Peak to trough

Size

AUM as of 31 Aug 2026.

AUM: ₹8,055.58 Cr; 31 Aug 2026

Manager

Current managers reported for this scheme.

Fund house: quant Mutual Fund
Managers: Sameer Kate
Since 6 Mar 2025
Yug Tibrewal
Since 6 Mar 2025
Ayusha Kumbhat
Since 19 Feb 2025
Sandeep Tandon
Since 3 Feb 2025
Varun Pattani
Since 3 Feb 2025
Ankit A Pande
Since 11 May 2020
Sanjeev Sharma
Since 3 Oct 2019

Share classes

Direct and Regular plans on this scheme.

Direct · GrowthThis view
Regular · GrowthShare class
Direct · IDCWShare class
Regular · IDCWShare class

Worth investigating

Same-category peers with enough history to inspect beside this fund.

All funds

MonitorDirect · Growth

Quant Mid Cap Fund

quant Mutual Fund Equity Scheme - Mid Cap Fund13.7 years

The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.

NAV: 242.7838; 15 Sept 2026
1Y: +2.5%; Trailing CAGR
Upside capture: +87%; Vs NIFTY MIDCAP 150 TRI
Downside capture: +71%; Lower is better

Sept 2024 – Sept 2026

All funds

MonitorDirect · Growth

Quant Mid Cap Fund

quant Mutual Fund Equity Scheme - Mid Cap Fund13.7 years

The scheme aims at providing long term capital appreciation and generating income with a diversified portfolio of Mid Cap companies.

NAV: 242.7838; 15 Sept 2026
1Y: +2.5%; Trailing CAGR
Upside capture: +87%; Vs NIFTY MIDCAP 150 TRI
Downside capture: +71%; Lower is better

NAV path pending

NAV

15 Sept 2026 · +2.5% over 1Y

242.7838

Sept 2025210.115 – 256.1207Sept 2026

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+2.5%
3Y+10.1%
5Y+15.1%
10Y+18.0%
SI+16.3%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+5.2%
3Y+2.6%
5Y+11.4%
10Y+19.4%

Since inception: +16.3%; Calendar-day CAGR
Excess 1Y: -2.3%; Category median, same plan and option
3Y win rate: +55%; Windows beating the median
3Y percentile: 18; Vs comparable share classes
Worst rolling 3Y: -5.5%; 2635 daily-ending windows
Median rolling 3Y: +14.8%; Calendar-day CAGR
Positive rolling 5Y: +99%; 2142 daily-ending windows
SIP 3Y XIRR: +2.6%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 16 Sept 2026.

1Y excess: -1.3%; Fund minus TRI
3Y excess: -4.2%; Fund minus TRI
Upside capture: +87%; Benchmark-up months
Downside capture: +71%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

15 Sept 2026

-13.6%

Jan 2013-26.0% – 0.0%Sept 2026

Average recovery: 11 days; 189 recovered episodes
Longest recovery: 372 days; Trough to prior peak
Current spell: 792 days; Days below latest peak
Time below peak: +86%; NAV observations

29 Jan 2020 – 3 Aug 2020
Trough 23 Mar 2020 · recovered in 133 days
-33.4%
15 Jul 2024 – open
Trough 4 Mar 2025 · not recovered
-26.0%
31 Aug 2018 – 29 Jan 2020
Trough 22 Aug 2019 · recovered in 160 days
-19.5%
11 Apr 2022 – 5 Sept 2022
Trough 20 Jun 2022 · recovered in 77 days
-18.5%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
18
Vs category
35
Consistency
52
Risk-adjusted
62
Drawdown
16
Mean
37

Portfolio

31 Aug 2026 · 43 holdings · top 10 are 66.5%.

Top 5: 40.9%
Top 10: 66.5%
Largest holding: 10.4%
Effective holdings: 17.5

Aurobindo Pharma Ltd
Healthcare
10.4%
Tata Communications Ltd
Technology
8.4%
Lloyds Metals and Energy Ltd
Materials
8.2%
Repo
Unspecified
7.8%
IRB Infrastructure Developers Ltd
Industrials
6.0%

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Monitor

Engine status

Monitor

Recent evidence

Why this status

Three-year return sits below the 25th percentile of comparable share classes.

Supporting reads

The fund beat the category median in 55% of rolling 3-year windows.
Risk-adjusted return sits above the documented risk-free proxy.

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+2.5%
3Y+10.1%
5Y+15.1%
10Y+18.0%
SI+16.3%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+5.2%
3Y+2.6%
5Y+11.4%
10Y+19.4%

Since inception: +16.3%; Calendar-day CAGR
Excess 1Y: -2.3%; Category median, same plan and option
3Y win rate: +55%; Windows beating the median
3Y percentile: 18; Vs comparable share classes
Worst rolling 3Y: -5.5%; 2635 daily-ending windows
Median rolling 3Y: +14.8%; Calendar-day CAGR
Positive rolling 5Y: +99%; 2142 daily-ending windows
SIP 3Y XIRR: +2.6%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 16 Sept 2026.

1Y excess: -1.3%; Fund minus TRI
3Y excess: -4.2%; Fund minus TRI
Upside capture: +87%; Benchmark-up months
Downside capture: +71%; Lower is better

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: 11 days; 189 recovered episodes
Longest recovery: 372 days; Trough to prior peak
Current spell: 792 days; Days below latest peak
Time below peak: +86%; NAV observations

29 Jan 2020 – 3 Aug 2020
Trough 23 Mar 2020 · recovered in 133 days
-33.4%
15 Jul 2024 – open
Trough 4 Mar 2025 · not recovered
-26.0%
31 Aug 2018 – 29 Jan 2020
Trough 22 Aug 2019 · recovered in 160 days
-19.5%
11 Apr 2022 – 5 Sept 2022
Trough 20 Jun 2022 · recovered in 77 days
-18.5%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
18
Vs category
35
Consistency
52
Risk-adjusted
62
Drawdown
16
Mean
37

Portfolio

31 Aug 2026 · 43 holdings · top 10 are 66.5%.

Top 5: 40.9%
Top 10: 66.5%
Largest holding: 10.4%
Effective holdings: 17.5

Aurobindo Pharma Ltd
Healthcare
10.4%
Tata Communications Ltd
Technology
8.4%
Lloyds Metals and Energy Ltd
Materials
8.2%
Repo
Unspecified
7.8%
IRB Infrastructure Developers Ltd
Industrials
6.0%

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Monitor

Engine status

Monitor

Recent evidence

Why this status

Three-year return sits below the 25th percentile of comparable share classes.

Supporting reads

The fund beat the category median in 55% of rolling 3-year windows.
Risk-adjusted return sits above the documented risk-free proxy.

Capture

Share of NIFTY MIDCAP 150 TRI gains and losses in up and down months.

Upside: +87%; Benchmark-up months
Downside: +71%; Lower is better

Risk

SEBI/AMFI Risk-o-Meter from AMC disclosures when available, otherwise the latest published scheme label.

Risk-o-Meter

Very High

LowVery high

Official rating as of 31 Aug 2026

Volatility: Medium; 15.3% annualized
Sharpe: 0.74; Vs 6.5% proxy
Sortino: 0.68; Downside only
Now: -13.6%; Below last peak
Max DD: -33.4%; Peak to trough

Size

AUM as of 31 Aug 2026.

AUM: ₹8,055.58 Cr; 31 Aug 2026

Manager

Current managers reported for this scheme.

Fund house: quant Mutual Fund
Managers: Sameer Kate
Since 6 Mar 2025
Yug Tibrewal
Since 6 Mar 2025
Ayusha Kumbhat
Since 19 Feb 2025
Sandeep Tandon
Since 3 Feb 2025
Varun Pattani
Since 3 Feb 2025
Ankit A Pande
Since 11 May 2020
Sanjeev Sharma
Since 3 Oct 2019

Share classes

Direct and Regular plans on this scheme.

Direct · GrowthThis view
Regular · GrowthShare class
Direct · IDCWShare class
Regular · IDCWShare class

Worth investigating

Same-category peers with enough history to inspect beside this fund.

NAV

15 Sept 2026 · +2.5% over 1Y

242.7838

Sept 2025210.115 – 256.1207Sept 2026

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+2.5%
3Y+10.1%
5Y+15.1%
10Y+18.0%
SI+16.3%

SIP XIRR

Equal monthly instalments to latest NAV

1Y+5.2%
3Y+2.6%
5Y+11.4%
10Y+19.4%

Since inception: +16.3%; Calendar-day CAGR
Excess 1Y: -2.3%; Category median, same plan and option
3Y win rate: +55%; Windows beating the median
3Y percentile: 18; Vs comparable share classes
Worst rolling 3Y: -5.5%; 2635 daily-ending windows
Median rolling 3Y: +14.8%; Calendar-day CAGR
Positive rolling 5Y: +99%; 2142 daily-ending windows
SIP 3Y XIRR: +2.6%; Simulated monthly SIP

Official benchmark

Date-aligned against NIFTY MIDCAP 150 TRI. Capture ratios use common month-end observations through 16 Sept 2026.

1Y excess: -1.3%; Fund minus TRI
3Y excess: -4.2%; Fund minus TRI
Upside capture: +87%; Benchmark-up months
Downside capture: +71%; Lower is better

Drawdown

Peak to trough from a running NAV high. Move across the path to read a date.

Drawdown

15 Sept 2026

-13.6%

Jan 2013-26.0% – 0.0%Sept 2026

Average recovery: 11 days; 189 recovered episodes
Longest recovery: 372 days; Trough to prior peak
Current spell: 792 days; Days below latest peak
Time below peak: +86%; NAV observations

29 Jan 2020 – 3 Aug 2020
Trough 23 Mar 2020 · recovered in 133 days
-33.4%
15 Jul 2024 – open
Trough 4 Mar 2025 · not recovered
-26.0%
31 Aug 2018 – 29 Jan 2020
Trough 22 Aug 2019 · recovered in 160 days
-19.5%
11 Apr 2022 – 5 Sept 2022
Trough 20 Jun 2022 · recovered in 77 days
-18.5%

Dimensions

0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.

Returns
18
Vs category
35
Consistency
52
Risk-adjusted
62
Drawdown
16
Mean
37

Portfolio

31 Aug 2026 · 43 holdings · top 10 are 66.5%.

Top 5: 40.9%
Top 10: 66.5%
Largest holding: 10.4%
Effective holdings: 17.5

Aurobindo Pharma Ltd
Healthcare
10.4%
Tata Communications Ltd
Technology
8.4%
Lloyds Metals and Energy Ltd
Materials
8.2%
Repo
Unspecified
7.8%
IRB Infrastructure Developers Ltd
Industrials
6.0%

Decision

Quantitative read of the live evidence. An explanation can only restate what is already here.

As of 15 Sept 2026

Monitor

Engine status

Monitor

Recent evidence

Why this status

Three-year return sits below the 25th percentile of comparable share classes.

Supporting reads

The fund beat the category median in 55% of rolling 3-year windows.
Risk-adjusted return sits above the documented risk-free proxy.

Quant Mid Cap Fund

Returns

Official benchmark

Drawdown

Dimensions

Portfolio

Decision

Worth investigating

Baroda BNP Paribas Mid Cap Fund

Franklin India Mid Cap Fund

ITI Mid Cap Fund

LIC MF Mid Cap Fund

Union Midcap Fund

Quant Mid Cap Fund

Quant Mid Cap Fund

Returns

Official benchmark

Drawdown

Dimensions

Portfolio

Decision

Returns

Official benchmark

Drawdown

Dimensions

Portfolio

Decision

Worth investigating

Baroda BNP Paribas Mid Cap Fund

Franklin India Mid Cap Fund

ITI Mid Cap Fund

LIC MF Mid Cap Fund

Union Midcap Fund

Quant Mid Cap Fund

Returns

Official benchmark

Drawdown

Dimensions

Portfolio

Decision