QUANTUM SMALL CAP FUND - Direct Plan - Growth Option
Mutual Fund · Equity Scheme - Small Cap Fund · As of 18 Oct 2026, 6:49 pm
Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.
DalalBaazaar Score
65/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Only 3.0 years of history — too short to judge through a full cycle
Investment Checklist
3 / 4 checks passed
✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹13.73
As of
16 Oct 2026
Fund History Available
3.0 yrs
1Y Return (CAGR)
5.5%
Moderate
3Y Return (CAGR)
11.3%
Annualized Volatility
14.4%
Moderate
Sharpe Ratio (est.)
0.37
Weak risk-adj. return
Max Drawdown
-18.2%
Notable drop seen
Category
Equity Scheme - Small Cap Fund
Fund House
Quantum Mutual Fund
Category Peer Comparison
Scheme
1Y Return
HSBC - Small Cap Fund - Growth Direct
—
IDBI Small Cap Fund - Growth Direct
—
DSP Small Cap Fund - Direct Plan - Growth
17.5%
SBI SMALL CAP FUND - Direct Plan - Growth
3.9%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,97,837
Estimated Gain
₹1,97,837
Risk Flags
Estimated Sharpe ratio (0.37) is on the low side — returns aren't compensating well for volatility taken over the trailing year.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
