MonitorDirect · GrowthWatch before adding
Quantum Diversified Equity All Cap Active FOF
Quantum Mutual FundOther Scheme - FoF Domestic17.3 years
The scheme aims to achieve long-term capital appreciation by investing in a portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI.
- NAV
- 82.604
- 29 Oct 2026
- 1Y
- -6.1%
- Trailing CAGR
- AUM
- ₹134.13 Cr
- 30 Sept 2026
- Volatility
- Medium
- 14.8% annualized
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
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 82% of rolling 3-year windows.
Fits if · Risk-adjusted return sits above the documented risk-free proxy.
Prefer peers if · Prefer Kotak Multi Asset Omni FOF if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
17.3 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.42% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Watch
Peak-to-trough -35.1%. Ask whether you can hold through a similar fall.
Vs category
Pass
82% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Piyush Singh · 1.6 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 ≈ 93.1% 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.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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-6.1%
- 3Y+11.1%
- 5Y+8.5%
- 10Y+11.3%
- SI+12.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-4.1%
- 3Y+2.6%
- 5Y+8.4%
- 10Y+11.4%
- Since inception
- +12.8%
- Calendar-day CAGR
- Excess 1Y
- -10.0%
- Category median, same plan and option
- 3Y win rate
- +82%
- Windows beating the median
- 3Y percentile
- 43
- Vs comparable share classes
- SIP 3Y XIRR
- +2.6%
- Simulated monthly SIP
- Worst rolling 3Y
- -5.9%
- 3499 daily-ending windows
- Median rolling 3Y
- +14.3%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 3007 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -35.1%
- Worst peak-to-trough
- Current
- -6.7%
- Below last peak
- Current spell
- 300 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 18 days
- 178 recovered episodes
- Longest recovery
- 738 days
- Trough to prior peak
24 Jan 2020 – 11 Nov 2020
Trough 23 Mar 2020 · recovered in 233 days
-35.1%
9 Nov 2010 – 27 Dec 2013
Trough 20 Dec 2011 · recovered in 738 days
-28.3%
18 Oct 2021 – 7 Jun 2023
Trough 20 Jun 2022 · recovered in 352 days
-19.2%
6 Aug 2015 – 1 Jul 2016
Trough 25 Feb 2016 · recovered in 127 days
-18.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
43
Vs category
0
Consistency
69
Risk-adjusted
51
Drawdown
12
Mean
35
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Maximum drawdown exceeded 35%.
Supporting reads
- The fund beat the category median in 82% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
30 Sept 2026 · 12 holdings · top 10 are 93.1%.
- Top 5
- 63.2%
- Top 10
- 93.1%
- Largest holding
- 16.5%
- Effective holdings
- 9.6
Aditya Birla Sun Life Focused Fund Direct-Growth
Unspecified
16.5%
ICICI Prudential Focused Fund Direct-Growth
Unspecified
13.5%
HDFC Focused Fund Direct-Growth
Unspecified
13.2%
Kotak Focused Fund Direct - Growth
Unspecified
11.2%
Invesco India Mid Cap Fund Direct-Growth
Unspecified
8.8%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
29 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
28 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
27 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
26 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
21 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
19 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
16 Oct 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
24 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
23 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
22 Sept 2026
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Kotak Multi Asset Omni FOF
Kotak Mahindra Mutual Fund
- 1Y
- -2.1%
- 3Y
- +13.7%
- Vol
- 10.3%
- Max DD
- -22.8%
- Sharpe
- 0.85
- 3Y win
- +98%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
ICICI Prudential Dynamic Asset Allocation Active FOF- Dividend
ICICI Prudential Mutual Fund
- 1Y
- -2.1%
- 3Y
- +10.0%
- Vol
- 9.1%
- Max DD
- -26.4%
- Sharpe
- 0.66
- 3Y win
- +85%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
LIC MF Gold ETF Fund of Fund
LIC Mutual Fund
- 1Y
- +16.5%
- 3Y
- +30.8%
- Vol
- 23.5%
- Max DD
- -24.5%
- Sharpe
- 1.00
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Nippon India Nifty Next 50 Junior BeES FoF
Nippon India Mutual Fund
- 1Y
- -2.3%
- 3Y
- +16.3%
- Vol
- 17.4%
- Max DD
- -34.3%
- Sharpe
- 0.46
- 3Y win
- +99%
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Caveat: Higher volatility
Bandhan Aggressive Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- -0.7%
- 3Y
- +11.4%
- Vol
- 10.3%
- Max DD
- -29.0%
- Sharpe
- 0.46
- 3Y win
- +56%
- Lower volatility
- Shallower drawdown
- Lower TER
- Higher trailing returns