mutual funds quantum small cap fund directgrowth

performance

Quantum Small Cap Fund Direct-Growth

Equity: Small Cap - Growth (Open ended)

SEBI Riskometer: Very HighCategory: Equity: Small CapBenchmark: BSE 250 SmallCap Total Return IndexCheck Portfolio Overlap →

NAV: ₹12.86-2.13%

23 Oct 2026

Rolling Returns Analysis

Rolling annualized returns of Quantum Small Cap Fund 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	18 Nov, 2024 - 23 Oct, 2026	-	-	-
Average returns	8.49%	-	-	-
Standard deviation	5.70%	-	-	-
Best returns	26.51% 1 year ending on 04 Dec, 2024	-	-	-
Worst returns	-2.17% 1 year ending on 26 Sep, 2025	-	-	-
Period with positive return	96.03%	-	-	-
Period with return > 5%	74.90%	-	-	-
Period with return > 10%	31.38%	-	-	-
Period with return > 15%	11.51%	-	-	-
Beat % Category	75.10%	-	-	-
Beat % Benchmark	87.66%	-	-	-

Trailing Returns

Point-to-point returns of Quantum Small Cap Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-10%

10%

-1.2%

3.0%

-1.3%

YTD

-9.8%

-10.4%

-11.0%

1 M

0.8%

2.3%

-0.8%

6 M

-1.8%

0.1%

-4.4%

1 Y

13.4%

11.8%

3 Y

13.9%

12.4%

5 Y

16.3%

13.1%

10 Y

Fund

Equity: Small Cap

BSE 250 SmallCap Total Return Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	-1.23%	-9.75%	0.78%	-1.76%	-	-	-	8.83%
Equity: Small Cap	2.96%	-10.45%	2.27%	0.13%	13.36%	13.85%	16.29%	-
BSE 250 SmallCap Total Return Index	-1.30%	-10.98%	-0.85%	-4.43%	11.82%	12.41%	13.07%	-
Rank in category	33	13	28	27	-	-	-	-
Funds in category	49	52	52	46	34	26	12	-

Period Returns

Calendar-year, quarterly and monthly return history of Quantum Small Cap Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of Quantum Small Cap Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

Compare performance with respect to
Add benchmark

Frequently Asked Questions

What are the 1-year returns of Quantum Small Cap Fund Direct-Growth?

Quantum Small Cap Fund Direct-Growth has delivered a 1-year return of -1.76% as of 22 Oct 2026. During the same period, its benchmark BSE 250 SmallCap Total Return Index returned -4.43%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of Quantum Small Cap Fund Direct-Growth?

The 3-year CAGR for Quantum Small Cap Fund Direct-Growth is shown in the Trailing Returns section above.

What are the 5-year returns of Quantum Small Cap Fund Direct-Growth?

The 5-year CAGR for Quantum Small Cap Fund Direct-Growth is shown in the Trailing Returns section above.

What are the returns of Quantum Small Cap Fund Direct-Growth since inception?

Since its launch on 9 Nov 2023, Quantum Small Cap Fund Direct-Growth has delivered a CAGR of 8.83%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has Quantum Small Cap Fund Direct-Growth performed vs its category over the long term?

Category rank for Quantum Small Cap Fund Direct-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.

What is the Sharpe ratio of Quantum Small Cap Fund Direct-Growth?

The Sharpe ratio of Quantum Small Cap Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the alpha of Quantum Small Cap Fund Direct-Growth?

The alpha of Quantum Small Cap Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of Quantum Small Cap Fund Direct-Growth?

The beta of Quantum Small Cap Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of Quantum Small Cap Fund Direct-Growth?

The average 1-year and 3-year rolling returns of Quantum Small Cap Fund Direct-Growth is 8.49% and - 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.

Loading…

Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

18 Nov, 2024 - 23 Oct, 2026

Average returns

8.49%

Standard deviation

5.70%

Best returns

26.51%

1 year ending on 04 Dec, 2024

Worst returns

-2.17%

1 year ending on 26 Sep, 2025

Period with positive return

96.03%

Period with return > 5%

74.90%

Period with return > 10%

31.38%

Period with return > 15%

11.51%

Beat % Category

75.10%

Beat % Benchmark

87.66%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

-1.23%

-9.75%

0.78%

-1.76%

8.83%

Equity: Small Cap

2.96%

-10.45%

2.27%

0.13%

13.36%

13.85%

16.29%

BSE 250 SmallCap Total Return Index

-1.30%

-10.98%

-0.85%

-4.43%

11.82%

12.41%

13.07%

Rank in category

Funds in category