• 1 Year Returns: -9.39%
• 3 Year Returns: 23.00%
• 5 Year Returns: 25.72%

• Oil & Gas - Refining & Marketing | 9.81%
• Construction & Engineering | 8.76%
• Pharmaceuticals | 7.79%
• Iron & Steel | 7.24%
• Insurance | 6.64%

• Reliance Industries Ltd | 9.81%
• Lloyds Metals and Energy Ltd | 7.24%
• Aurobindo Pharma Ltd | 5.89%
• Marico Ltd | 4.98%
• Larsen and Toubro Ltd | 4.42%

• Equity | 94.00%
• Treasury Bills | 5.12%
• Futures & Options | 4.24%
• Cash & Equivalents | -3.36%

The alpha ratio for the Quant Large & Mid Cap Fund is -0.50

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Quant Large & Mid Cap Fund is 16.08

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Quant Large & Mid Cap Fund is -0.71

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Quant Large & Mid Cap Fund is -0.07

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.