quant Equity Savings Fund - Direct Plan - Growth Option
Mutual Fund · Hybrid Scheme - Equity Savings · As of 18 Oct 2026, 7:47 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
54/ 100
Moderate
Weighted across five categories. Every point is explained below.
✗ Only 1.2 years of history — too short to judge through a full cycle
Investment Checklist
2 / 3 checks passed
✗ 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
₹10.94
As of
16 Oct 2026
Fund History Available
1.2 yrs
1Y Return (CAGR)
7.2%
Moderate
Annualized Volatility
6.4%
Relatively stable
Sharpe Ratio (est.)
0.08
Weak risk-adj. return
Max Drawdown
-5.0%
Contained
Category
Hybrid Scheme - Equity Savings
Fund House
quant Mutual Fund
Category Peer Comparison
Scheme
1Y Return
IDBI Equity Savings Fund Growth Option Direct
—
SBI EQUITY SAVINGS FUND - Direct Plan - Growth
2.0%
DSP Equity Savings Fund - Direct Plan - Growth
1.0%
HSBC Equity Savings Fund - Direct Plan - Growth
5.9%
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹7,20,122
Estimated Gain
₹1,20,122
Risk Flags
Estimated Sharpe ratio (0.08) 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.
