Mutual Fund · Equity Scheme - Sectoral/ Thematic · 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
63/ 100
Good
Weighted across five categories. Every point is explained below.
✗ Only 2.9 years of history — too short to judge through a full cycle
Investment Checklist
4 / 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
₹15.32
As of
16 Oct 2026
Fund History Available
2.9 yrs
1Y Return (CAGR)
5.9%
Moderate
3Y Return (CAGR)
15.8%
Annualized Volatility
17.1%
Moderate
Sharpe Ratio (est.)
0.56
Moderate
Max Drawdown
-22.7%
Notable drop seen
Category
Equity Scheme - Sectoral/ Thematic
Fund House
quant Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹8,89,978
Estimated Gain
₹2,89,978
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
