quant Large Cap Fund - Growth Option - Regular Plan
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 97% of historical 3-year rolling periods.
- Generated +3.0% annualized alpha (excess return) over its benchmark.
- Expense ratio (2.75%) is higher than category median (2.29%), which creates fee drag over time.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +7.50% | +10.11% | -2.61% |
| 3 Months | +0.21% | +2.34% | -2.13% |
| 6 Months | +8.14% | +7.43% | +0.71% |
| 1 Year | +5.87% | +1.45% | +4.42% |
| 3 Years CAGR | +12.89% | +11.11% | +1.78% |
| Since Inception | +11.84% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in quant Large Cap Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +5.91% | +0.43% | +5.48% |
| 2025 | +3.74% | +7.29% | -3.55% |
| 2024 | +14.18% | +14.09% | +0.09% |
| 2023 | +26.85% | +23.37% | +3.48% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -12.34% | +15.40% | +7.11% | +57.42% | 74.7% | 58.3% |
| 3-Year Rolling | +10.13% | +14.20% | +14.39% | +17.72% | 100.0% | 97.4% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2024-09-27 | 2025-03-04 | -21.6% | 5 months | Not yet recovered |
| 2022-09-15 | 2023-03-28 | -14.4% | 6 months | 3 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and equity related instruments of Large Cap Companies (including | Per Scheme Mandate |
| units issued by REITs):- 80-100% | Per Scheme Mandate |
| Equities & Equity related instruments of companies other than large cap:- 0-20% | Per Scheme Mandate |
| Debt & Money Market instruments:- 0-20% | Per Scheme Mandate |
| Units issued by InvITs:- 0-10% | Per Scheme Mandate |
Investment Objective & Strategy
The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related instruments falling under the category of large cap companies. The AMC will have the discretion to completely or partially invest in any of the type of securities stated above with a view to maximize the returns or on defensive considerations. There can be no assurance that the investment objective of the Scheme will be achieved.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 3,998 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Large Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Large Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| BARODA BNP PARIBAS LARGE CAP Fund | 6.5 | +12.31% | 2.06% | 92.7% | Rs 2,690 cr | Compare → |
| CANARA ROBECO LARGE CAP FUND | 5.9 | +11.80% | 1.75% | 94.7% | Rs 17,706 cr | Compare → |
| DSP Large Cap Fund | 6.4 | +12.46% | 2.02% | 88.4% | Rs 7,459 cr | Compare → |
| BANK OF INDIA Large Cap Fund | 4.9 | +12.15% | 2.78% | 87.3% | Rs 244 cr | Compare → |
| WhiteOak Capital Large Cap Fund | 6.6 | +13.60% | 2.45% | 91.5% | Rs 1,360 cr | Compare → |
Frequently Asked Questions about quant Large Cap Fund
What is the expense ratio of quant Large Cap Fund?
quant Large Cap Fund has a total expense ratio (TER) of 2.75% with a base expense ratio of 1.63%, compared to the Large Cap category median of 2.29%.
Who manages quant Large Cap Fund?
quant Large Cap Fund is managed by Sandeep Tandon (tenure: 4.3 years since 2022-08-10).
What are the historical returns of quant Large Cap Fund?
quant Large Cap Fund delivered a 3-year CAGR of 12.89%. Its 1-year return stands at +5.87%.
How large is quant Large Cap Fund?
quant Large Cap Fund manages assets of Rs 3,998 cr, placing it in the 'comfortable' size band relative to Large Cap peers.
How is quant Large Cap Fund scored on MFIQ?
quant Large Cap Fund holds an MFIQ Score of 5.8/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is quant Large Cap Fund?
quant Large Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 16.14% with a maximum historical drawdown of -21.60%.