MF Gyan
sectorHigh risk3 years old

quant Momentum Fund - Direct Plan - Growth Option

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From quant Mutual Fund. It's been running since 21 Nov 2023.

This fund is under 3 years old — its short track record makes comparing to peers or judging consistency less reliable.
Latest price per unit
₹15.9441
▲ 0.51% today
As of 4 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.13 L
▲ ₹13.3k gain · 13.3% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹60.0k
Value today₹64.6k
Gain / loss+₹4.6k
XIRR (annualised)17.05%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹65.8k
Projected gain*+₹5.8k
*at this fund's historical rate of 17.05% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 363 other funds in Equity Scheme - Sectoral/ Thematic

Same plan
1-year return
13.28%median 6.47% (+6.81%)
Rank #80 of 364Beats 76% of peers
Bumpiness (3Y)
17.29%median 15.55% (+1.74%)
Rank #270 of 364Less risky than 26% of peers
Worst-ever drop
-22.67%median -25.21% (+2.54%)
Rank #214 of 364Less risky than 41% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 4 years were positive.

+13%
2023
+26%
2024
+3%
2025
+7%
2026
Best year
2024 · 25.55%
Worst year
2025 · 3.19%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
17.3%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-22.67%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of quant Momentum Fund - Direct Plan - Growth Option against other sector funds.

Technical details (for the pros)
CAGR — 1 year13.28%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch18.15%
Volatility — 1 year (annualised)14.66%
Volatility — 3 years (annualised)17.29%
Max drawdown — 1 year-14.38%
Max drawdown — 3 years-22.67%
Sharpe ratio — 1 year (rf=6%)0.46
Sharpe ratio — 3 years (rf=6%)0.64

Fund info

Fund house
quant Mutual Fund
Category
Equity Scheme - Sectoral/ Thematic
Plan
Direct
Option
Growth
ISIN (Growth)
INF966L01CZ3
ISIN (Div re-invest)
—
Fund code
152189
First price on record
21 Nov 2023 · 688 daily prices

About quant Momentum Fund - Direct Plan - Growth Option

quant Momentum Fund - Direct Plan - Growth Option is a Equity Scheme - Sectoral/ Thematic offered by quant Mutual Fund under the Direct plan with the Growth option. It has approximately 3 years of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

The current NAV of quant Momentum Fund - Direct Plan - Growth Option is ₹15.9441 (as of 4 Sep 2026). Historically, it has delivered 13.27% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 17.3% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 22.7%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of quant Momentum Fund - Direct Plan - Growth Option?+

The latest NAV of quant Momentum Fund - Direct Plan - Growth Option is ₹15.9441 as of 4 Sep 2026, up 0.51% from the previous day. NAV is updated once a business day after the market close.

What are the returns of quant Momentum Fund - Direct Plan - Growth Option?+

quant Momentum Fund - Direct Plan - Growth Option has delivered 1-year return 13.27%, since-inception CAGR 18.15%. Returns are historical and don't predict future performance — markets move in cycles.

What category does quant Momentum Fund - Direct Plan - Growth Option belong to?+

quant Momentum Fund - Direct Plan - Growth Option is categorised as Equity Scheme - Sectoral/ Thematic. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

How risky is quant Momentum Fund - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 17.3%, quant Momentum Fund - Direct Plan - Growth Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is quant Momentum Fund - Direct Plan - Growth Option a direct plan?+

quant Momentum Fund - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is quant Momentum Fund - Direct Plan - Growth Option?+

quant Momentum Fund - Direct Plan - Growth Option has NAV history available from 21 Nov 2023 — approximately 3 years of track record and 688 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.