ReviewDirect · Growth
Quantum Nifty 50 ETF FOF
- NAV
- 13.8396
- 15 Sept 2026
- 1Y
- -6.6%
- Trailing CAGR
- AUM
- ₹36.05 Cr
- 31 Aug 2026
- Volatility
- Medium
- 12.0% 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-6.6%
- 3Y+5.8%
- 5Yn/a
- 10Yn/a
- SI+8.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-10.3%
- 3Y+0.1%
- 5Yn/a
- 10Yn/a
- Since inception
- +8.2%
- Calendar-day CAGR
- Excess 1Y
- -13.3%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +5.8%
- 274 daily-ending windows
- Median rolling 3Y
- +12.7%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +0.1%
- 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
- 15 days
- 41 recovered episodes
- Longest recovery
- 237 days
- Trough to prior peak
- Current spell
- 256 days
- Days below latest peak
- Time below peak
- +89%
- NAV observations
26 Sept 2024 – 27 Oct 2025
Trough 4 Mar 2025 · recovered in 237 days
-15.4%
2 Jan 2026 – open
Trough 30 Mar 2026 · not recovered
-14.7%
1 Dec 2022 – 16 Jun 2023
Trough 24 Mar 2023 · recovered in 84 days
-9.9%
13 Sept 2022 – 1 Nov 2022
Trough 29 Sept 2022 · recovered in 33 days
-6.9%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
0
Consistency
16
Risk-adjusted
40
Drawdown
61
Mean
23
Portfolio
31 Aug 2026 · 2 holdings.
- Top 5
- n/a
- Top 10
- n/a
- Largest holding
- 100.1%
- Effective holdings
- 1.0
Quantum Nifty 50 ETF-IDCW
Unspecified
100.1%
Repo
Unspecified
0.1%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
9 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
7 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Recent return trails the category median by 3 percentage points or more, with a weak rolling win rate.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Aditya Birla Sun Life Income Plus Arbitrage Active FOF
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.6%
- 3Y
- +7.2%
- Vol
- 4.7%
- Max DD
- -10.1%
- Sharpe
- 0.52
- 3Y win
- +11%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential Diversified Debt Strategy Active FOF - Dividend option
ICICI Prudential Mutual Fund
- 1Y
- +5.4%
- 3Y
- +7.2%
- Vol
- 2.0%
- Max DD
- -4.6%
- Sharpe
- 1.41
- 3Y win
- +33%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
ICICI Prudential Income plus Arbitrage Omni FOF
ICICI Prudential Mutual Fund
- 1Y
- +6.3%
- 3Y
- +8.9%
- Vol
- 5.8%
- Max DD
- -14.0%
- Sharpe
- 0.75
- 3Y win
- +24%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Motilal Oswal Asset Allocation Fund of Fund- Conservative
Motilal Oswal Mutual Fund
- 1Y
- +7.9%
- 3Y
- +12.7%
- Vol
- 8.3%
- Max DD
- -12.1%
- Sharpe
- 0.73
- 3Y win
- +14%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Bandhan Aggressive Hybrid Passive FOF
Bandhan Mutual Fund
- 1Y
- +6.7%
- 3Y
- +11.8%
- Vol
- 10.2%
- Max DD
- -29.0%
- Sharpe
- 0.56
- 3Y win
- +56%
- Lower volatility
- Higher win rate vs category
- Higher trailing returns
Caveat: Deeper drawdown