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Large Cap📊 NIFTY 100 TRI

quant Large Cap Fund · Regular · Growth

quant Mutual Fund

#2 of 35 (1Y)

NAV

₹15.3950

as of 29 Sept 2026

Expense Ratio

2.93%

AUM

₹3,172 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+3.91%
3Y
+11.38%
5Y
—
Since Inception
+10.99%

SIP returns (XIRR)

1Y
+4.20%
3Y
+4.96%
5Y
—
Since Inception
+8.80%

What history actually did — last 4 years (Sept 2022 – Sept 2026)

A ₹5,000 monthly SIP for the last 4 years (Sept 2022 – Sept 2026)

Real NAV backtest

A ₹5,000 monthly SIP would be worth ₹2,83,597 today — ₹2,40,000 invested, 8.4% XIRR.

₹2,40,000

Invested

₹2,83,597

Value today

8.4%

XIRR (p.a.)

Try the SIP calculator with this fund

A ₹1,00,000 lumpsum, the last 4 years (Sept 2022 – Sept 2026)

Real NAV backtest

₹1,00,000 invested 4 years ago would be ₹1,56,250 today (11.8% CAGR).

Fund vs Benchmark (TRI)

Same SIP, benchmark total-return index

The same SIP would be worth ₹2,83,597 in this fund vs ₹2,61,031 in the benchmark — outperformance of ₹22,566.

Buying the worst day

Real NAV backtest

₹1,00,000 invested on the worst market day of the last 4 years (Sept 2022 – Sept 2026) (3 Jun 2024) would be ₹1,01,103 today (1.01×).

Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.

Risk Metrics

Trailing 1 year, annualised

0.37

Sharpe Ratio

+0.08

Alpha

0.01

Beta

0.38

Sortino

15.50%

Std Dev

-16.51%

Max Drawdown

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund Housequant Mutual Fund
CategoryLarge Cap
BenchmarkNIFTY 100 TRI ✓
Launch Date10 Aug 2022
AMFI Code150441
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹1,000
Exit LoadNIL

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Aug 2026

portfolio shared with quant Large Cap Fund - IDCW Option - Regular Plan

Holding% NAV

What this fund does

quant Large Cap Fund · Regular · Growth aims to generate long-term capital appreciation by investing predominantly in large-cap companies — typically the top 100 stocks by market capitalisation. The fund seeks to provide investors with relatively stable equity returns through exposure to well-established businesses with proven track records.

About This Fund

quant Large Cap Fund · Regular · Growth is a Large Cap mutual fund offered by quant Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹3,172 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 100 TRI. The current expense ratio is 2.93%.

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