Quant PSU Fund Direct Growth

Scheme code: INF966L01DT4 NAV value: ₹ 9.4704 NAV date: 19 March, 2026 TER: 1.13%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-22.45	12.60	-6.36	-6.28	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	-6.28
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	-6.28
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	-6.28
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	-6.28
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹11,69,067 - Absolute Returns: ₹-30,933 - CAGR: %

Max Drawdown

-31.06 %

Drawdown Duration

7 months

Avg Drawdown

-15.00 %

1 Y

-0.2022

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.27	1.12	114.8	116.8	2.44 %	4.00 %
3 years	-1.97	1.29	122.1	129.1	-1.58 %	1.76 %
5 years	-0.43	1.29	122.1	129.1	-0.95 %	1.05 %
7 years	0.23	1.29	122.1	129.1	-0.68 %	0.75 %
10 years	0.72	1.29	122.1	129.1	-0.48 %	0.52 %
12 years	0.91	1.29	122.1	129.1	-0.40 %	0.44 %
15 years	1.10	1.29	122.1	129.1	-0.32 %	0.35 %