Quantum Nifty 50 ETF-IDCW
Equity: Large Cap - IDCW (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Large CapBenchmark: NIFTY 50 Total Return IndexCheck Portfolio Overlap →
₹248.6+1.30%
09 Oct 2026
Tracking Difference
Annualised return gap between Quantum Nifty 50 ETF-IDCW and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.
| Name | 1 Y | 3 Y | 5 Y | 10 Y |
|---|---|---|---|---|
| Fund | -0.07% | -0.12% | -0.09% | -0.18% |
| Avg. of funds with same benchmark | -0.07% | -0.12% | -0.09% | -0.18% |
Rolling Returns Analysis
Rolling annualized returns of Quantum Nifty 50 ETF-IDCW across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 05 Aug, 2009 - 09 Oct, 2026 | 08 Aug, 2011 - 09 Oct, 2026 | 20 Aug, 2013 - 09 Oct, 2026 | 03 Sep, 2015 - 09 Oct, 2026 |
| Average returns | 14.70% | 12.74% | 13.04% | 12.58% |
| Standard deviation | 19.00% | 5.60% | 3.86% | 2.07% |
| Best returns | 103.17% 1 year ending on 25 Mar, 2010 | 33.04% 3 years ending on 03 Apr, 2023 | 25.85% 5 years ending on 11 Apr, 2025 | 18.47% 7 years ending on 17 Dec, 2015 |
| Worst returns | -31.95% 1 year ending on 23 Mar, 2020 | -4.19% 3 years ending on 23 Mar, 2020 | -1.71% 5 years ending on 23 Mar, 2020 | 4.67% 7 years ending on 23 Mar, 2020 |
| Period with positive return | 83.08% | 99.44% | 99.81% | 100.00% |
| Period with return > 5% | 70.67% | 90.96% | 97.93% | 99.96% |
| Period with return > 10% | 56.28% | 70.26% | 80.12% | 87.73% |
| Period with return > 15% | 39.45% | 34.74% | 30.01% | 10.77% |
| Beat % Category | 62.13% | 56.59% | 54.31% | 68.16% |
| Beat % Benchmark | 41.34% | 35.49% | 29.21% | 24.64% |
Trailing Returns
Point-to-point returns of Quantum Nifty 50 ETF-IDCW vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-10%
-5%
0%
5%
10%
-13.1%
-9.0%
-11.0%
YTD
-3.9%
-4.5%
-4.4%
1 M
-4.5%
-2.3%
-3.1%
6 M
-9.7%
-6.1%
-7.9%
1 Y
6.0%
9.1%
7.8%
3 Y
5.8%
7.4%
6.5%
5 Y
11.1%
11.1%
11.4%
10 Y
Fund
Equity: Large Cap
NIFTY 50 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -13.06% | -3.89% | -4.54% | -9.67% | 6.01% | 5.85% | 11.12% | 10.94% |
| Equity: Large Cap | -8.99% | -4.48% | -2.29% | -6.12% | 9.11% | 7.40% | 11.14% | - |
| NIFTY 50 Total Return Index | -10.96% | -4.37% | -3.10% | -7.86% | 7.80% | 6.54% | 11.43% | - |
| Rank in category | 109 | 69 | 117 | 108 | 82 | 59 | 26 | - |
| Funds in category | 166 | 178 | 171 | 162 | 126 | 102 | 67 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Quantum Nifty 50 ETF-IDCW. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Quantum Nifty 50 ETF-IDCW across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Quantum Nifty 50 ETF-IDCW?
Quantum Nifty 50 ETF-IDCW has delivered a 1-year return of -9.67% as of 9 Oct 2026. During the same period, its benchmark NIFTY 50 Total Return Index returned -7.86%. The fund has underperformed its benchmark over this period.
What are the 3-year returns of Quantum Nifty 50 ETF-IDCW?
Quantum Nifty 50 ETF-IDCW has delivered a 3-year CAGR of 6.01% as of 9 Oct 2026. Its benchmark NIFTY 50 Total Return Index returned 7.80% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year ETF performance as it smooths out year-to-year volatility.
What are the 5-year returns of Quantum Nifty 50 ETF-IDCW?
Quantum Nifty 50 ETF-IDCW has delivered a 5-year CAGR of 5.85% as of 9 Oct 2026. Its benchmark NIFTY 50 Total Return Index returned 6.54% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Quantum Nifty 50 ETF-IDCW since inception?
Since its launch on 10 Jul 2008, Quantum Nifty 50 ETF-IDCW has delivered a CAGR of 10.94%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Quantum Nifty 50 ETF-IDCW performed vs its category over the long term?
Over the long term, Quantum Nifty 50 ETF-IDCW has ranked 82 out of 126 funds in the Equity: Large Cap category on a 3-year basis, and 59 out of 102 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Quantum Nifty 50 ETF-IDCW?
The Sharpe ratio of Quantum Nifty 50 ETF-IDCW is 0.08 (as of 9 Oct 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Quantum Nifty 50 ETF-IDCW?
The 3Y alpha of Quantum Nifty 50 ETF-IDCW is -1.61% (as of 9 Oct 2026). Alpha measures the excess return generated by the fund over and above its benchmark NIFTY 50 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of Quantum Nifty 50 ETF-IDCW?
The beta of Quantum Nifty 50 ETF-IDCW is 0.95 (as of 9 Oct 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark NIFTY 50 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Quantum Nifty 50 ETF-IDCW's beta of 0.95 indicates it is more defensive than its benchmark.
What are the rolling returns of Quantum Nifty 50 ETF-IDCW?
The average 1-year and 3-year rolling returns of Quantum Nifty 50 ETF-IDCW is 14.70% and 12.74% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.