Quantum Diversified Equity All Cap Active FoF Direct-Growth
Equity: Flexi Cap - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Flexi CapBenchmark: BSE 500 Total Return IndexCheck Portfolio Overlap →
NAV: ₹81.2-0.66%
22 Oct 2026
Rolling Returns Analysis
Rolling annualized returns of Quantum Diversified Equity All Cap Active FoF Direct-Growth 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 | 29 Jul, 2010 - 22 Oct, 2026 | 01 Aug, 2012 - 22 Oct, 2026 | 13 Aug, 2014 - 22 Oct, 2026 | 01 Sep, 2016 - 22 Oct, 2026 |
| Average returns | 14.43% | 14.03% | 14.28% | 13.55% |
| Standard deviation | 18.86% | 6.92% | 4.29% | 1.46% |
| Best returns | 77.32% 1 year ending on 25 Mar, 2021 | 30.65% 3 years ending on 23 Sep, 2016 | 26.51% 5 years ending on 17 Apr, 2025 | 17.16% 7 years ending on 01 Apr, 2021 |
| Worst returns | -29.35% 1 year ending on 23 Mar, 2020 | -5.52% 3 years ending on 23 Mar, 2020 | -0.51% 5 years ending on 23 Mar, 2020 | 7.19% 7 years ending on 23 Mar, 2020 |
| Period with positive return | 79.49% | 96.20% | 99.93% | 100.00% |
| Period with return > 5% | 64.56% | 88.60% | 98.03% | 100.00% |
| Period with return > 10% | 50.20% | 74.82% | 82.26% | 98.12% |
| Period with return > 15% | 38.14% | 46.84% | 44.18% | 13.73% |
| Beat % Category | 30.79% | 17.06% | 12.04% | 0.92% |
| Beat % Benchmark | 48.97% | 46.04% | 47.98% | 48.42% |
Trailing Returns
Point-to-point returns of Quantum Diversified Equity All Cap Active FoF Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
-7.4%
-6.0%
-9.5%
YTD
-5.2%
-7.0%
-6.5%
1 M
-3.9%
-3.1%
-5.4%
6 M
-6.9%
-6.2%
-9.0%
1 Y
9.6%
10.6%
9.3%
3 Y
7.9%
9.1%
7.9%
5 Y
11.0%
12.6%
12.2%
10 Y
Fund
Equity: Flexi Cap
BSE 500 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -7.44% | -5.22% | -3.95% | -6.92% | 9.57% | 7.89% | 10.99% | 12.89% |
| Equity: Flexi Cap | -5.99% | -6.99% | -3.08% | -6.22% | 10.64% | 9.07% | 12.59% | - |
| BSE 500 Total Return Index | -9.50% | -6.54% | -5.44% | -8.97% | 9.30% | 7.91% | 12.20% | - |
| Rank in category | 44 | 25 | 43 | 41 | 29 | 30 | 18 | - |
| Funds in category | 69 | 76 | 73 | 68 | 50 | 36 | 20 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Quantum Diversified Equity All Cap Active FoF Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Quantum Diversified Equity All Cap Active FoF Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
Add benchmark
Frequently Asked Questions
What are the 1-year returns of Quantum Diversified Equity All Cap Active FoF Direct-Growth?
Quantum Diversified Equity All Cap Active FoF Direct-Growth has delivered a 1-year return of -6.92% as of 21 Oct 2026. During the same period, its benchmark BSE 500 Total Return Index returned -8.97%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Quantum Diversified Equity All Cap Active FoF Direct-Growth?
Quantum Diversified Equity All Cap Active FoF Direct-Growth has delivered a 3-year CAGR of 9.57% as of 21 Oct 2026. Its benchmark BSE 500 Total Return Index returned 9.30% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Quantum Diversified Equity All Cap Active FoF Direct-Growth?
Quantum Diversified Equity All Cap Active FoF Direct-Growth has delivered a 5-year CAGR of 7.89% as of 21 Oct 2026. Its benchmark BSE 500 Total Return Index returned 7.91% 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 Diversified Equity All Cap Active FoF Direct-Growth since inception?
Since its launch on 21 Jul 2009, Quantum Diversified Equity All Cap Active FoF Direct-Growth has delivered a CAGR of 12.89%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Quantum Diversified Equity All Cap Active FoF Direct-Growth performed vs its category over the long term?
Over the long term, Quantum Diversified Equity All Cap Active FoF Direct-Growth has ranked 29 out of 50 funds in the Equity: Flexi Cap category on a 3-year basis, and 30 out of 36 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 Diversified Equity All Cap Active FoF Direct-Growth?
The Sharpe ratio of Quantum Diversified Equity All Cap Active FoF Direct-Growth is 0.36 (as of 21 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 Diversified Equity All Cap Active FoF Direct-Growth?
The 3Y alpha of Quantum Diversified Equity All Cap Active FoF Direct-Growth is 1.14% (as of 21 Oct 2026). Alpha measures the excess return generated by the fund over and above its benchmark BSE 500 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 Diversified Equity All Cap Active FoF Direct-Growth?
The beta of Quantum Diversified Equity All Cap Active FoF Direct-Growth is 0.93 (as of 21 Oct 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark BSE 500 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 Diversified Equity All Cap Active FoF Direct-Growth's beta of 0.93 indicates it is more defensive than its benchmark.
What are the rolling returns of Quantum Diversified Equity All Cap Active FoF Direct-Growth?
The average 1-year and 3-year rolling returns of Quantum Diversified Equity All Cap Active FoF Direct-Growth is 14.43% and 14.03% 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.