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MF_152107

QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION

Equity Scheme - Small Cap Fund

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End Amount
₹12,890.00
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
8.86%
MF_152107 Return
Benchmark CAGR
7.46%
Nifty 50
Inflation Adj. CAGR
4.86%
Real Annualized Return
Alpha
0.06
Excess Return vs Benchmark
Beta
0.88
Volatility vs Benchmark
Sharpe Ratio
0.39
Risk-Adjusted Return
Sortino Ratio
0.65
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 54% 44% 28%
60 days 58% 28% 17%
90 days 58% 24% 13%
180 days 60% 16% 7%
1Yr 67% 7% 3%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period QUANTUM SMALL CAP FUND - DIRECT PLAN GROWTH OPTION Nifty 50
30 days -60.8% | -66.6% | 16.0% | 222.7% 26.6% | -58.6% | 9.9% | 149.4%
60 days -47.0% | -47.8% | 11.9% | 124.1% -23.0% | -42.1% | 7.3% | 87.4%
90 days -32.9% | -42.8% | 7.2% | 102.9% -25.0% | -32.9% | 7.9% | 59.3%
1 Year -1.7% | -0.5% | 8.0% | 23.2% -10.0% | -9.5% | 5.1% | 21.2%
3 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
5 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
7 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 4 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Feb. 7, 2024 April 26, 2024 79 days 8% Nifty 50: 1% 10980 10130 11040
Sept. 5, 2024 June 7, 2025 275 days 18% Nifty 50: 12% 12960 10600 12960
July 17, 2025 May 26, 2026 313 days 15% Nifty 50: 11% 13300 11300 13320
Sept. 8, 2026 Oct. 30, 2026 52 days 11% Nifty 50: 6% 14400 12860 12890