Quantum Small Cap Fund Direct Growth

Scheme code: INF082J01432 NAV value: ₹ 11.6700 NAV date: 19 March, 2026 TER: 0.70%
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Small Cap Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-1.8525.937.958.7115.02

Comparison vs benchmark returns

Index Metrics
NIFTY SMALLCAP 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -14.3933.031.918.71
3 year 1038.9824.02
5 year -3.5438.7714.02
7 year 5.318.2710.77
10 year 11.1312.4311.78
NIFTY SMALLCAP 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -95.03-20.79-39.088.71
NIFTY SMALLCAP 250
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -16.5925.94-0.258.71
3 year 9.9544.3226.6
5 year 3.4340.2118.55
7 year -9.5520.1813.86
10 year -0.1514.993.68
12 year 0.638.475.14
15 year 9.5411.1510.27

SIP rolling returns

Summary

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 (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,55,960 - Absolute Returns: ₹55,960 - CAGR: %

Drawdown Metrics

Max Drawdown

-18.21 %

Drawdown Duration

6 months

Recovery Time

3 months

Avg Drawdown

-3.75 %

Calmar Ratio by Duration

1 Y

0.4783

Benchmark Comparison

vs NIFTY SMALLCAP 250

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 3.07 0.76 77.8 73.0 8.19 % 4.69 %
3 years -1.04 0.65 66.9 66.2 5.02 % 5.82 %
5 years -1.53 0.65 66.9 66.2 2.98 % 3.45 %
7 years -1.73 0.65 66.9 66.2 2.12 % 2.45 %
10 years -1.89 0.65 66.9 66.2 1.48 % 1.71 %
12 years -1.95 0.65 66.9 66.2 1.23 % 1.42 %
15 years -2.02 0.65 66.9 66.2 0.98 % 1.14 %