{"id":253702,"date":"2026-09-17T15:37:57","date_gmt":"2026-09-17T10:07:57","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-17T15:37:57","modified_gmt":"2026-09-17T10:07:57","slug":"quant-large-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Quant Large Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/quant-large-cap-fund-g-direct-plan\">Quant Large Cap Fund Direct Growth Plan<\/a> has an NAV of \u20b916.3627 as of 16 Sep 2026 and an AUM of \u20b93,651 Cr. Its 1-year, 3-year and 5-year returns are 3.59%, 12.14% and 0%. The scheme is tagged High Risk, so it suits investors who can tolerate sharp swings and are comfortable with a portfolio that can move differently from the benchmark over shorter stretches.<\/p>\n<p>Our view is that this is a large-cap equity fund with an uneven recent profile: the 3-year record is clearly better than the 1-year and 5-year figures, while the portfolio also shows a fairly concentrated top-10 book. That mix makes it more suitable for investors who want equity exposure with active positioning and can hold through periods when short-term behaviour is weaker than the longer trend.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Quant_Large_Cap\" title=\"Should you BUY or HOLD Quant Large Cap?\">Should you BUY or HOLD Quant Large Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Quant_Large_Cap_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Quant Large Cap Fund Direct Growth Plan?\">What is the current NAV of Quant Large Cap Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#How_has_the_fund_done_versus_Nifty_50\" title=\"How has the fund done versus Nifty 50?\">How has the fund done versus Nifty 50?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#How_does_it_compare_with_other_large-cap_funds_on_available_return_data\" title=\"How does it compare with other large-cap funds on available return data?\">How does it compare with other large-cap funds on available return data?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#What_are_the_exit_load_and_fund_manager_details\" title=\"What are the exit load and fund manager details?\">What are the exit load and fund manager details?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/quant-large-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b916.3627 as of 16 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b93,651 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.41%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>10 Aug 2022<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b91,000<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>1% on or before 15D, Nil after 15D<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Sandeep Tandon, Ankit Pande, Varun Pattani and Ayusha Kumbhat.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-3.9%<\/td>\n<td>-4.41%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-0.92%<\/td>\n<td>-3.6%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>3.59%<\/td>\n<td>-7.76%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>12.14%<\/td>\n<td>5.74%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent picture is mixed, but not weak in every respect. Over 1 month and 3 months, the fund was negative, yet it held up better than the benchmark in both periods. That tells us the scheme has not been immune to market pressure, but it has still cushioned some of the downside versus Nifty 50.<\/p>\n<p>The 1-year return is more encouraging because the fund is positive while the benchmark is negative. That gap matters: it shows the portfolio has added value over a difficult year for the index, even if the margin is not extreme. For investors, that kind of relative resilience is often more important than the headline number alone.<\/p>\n<p>The 3-year figure is the strongest part of the record in the table. The fund\u2019s 12.14% compared with the benchmark\u2019s 5.74% suggests that the strategy has compounded better over a fuller market cycle than it has in the very recent past. We would read the shorter-term weakness as a reminder that the path has been uneven, not as a break from the longer-term pattern.<\/p>\n<p>We do not have a usable 5-year return for the scheme because the fund is still too young for that horizon. Even so, the available time pattern suggests a fund that has shown periods of recovery and improvement after softer phases, which is consistent with an actively managed equity portfolio rather than a steady index-like profile.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Quant_Large_Cap\"><\/span>Should you BUY or HOLD Quant Large Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Quant Large Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-large-cap-fund-g-direct-plan\">Quant Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>3.59%<\/td>\n<td>12.14%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/taurus-large-cap-fund-g-direct-plan\">Taurus Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>4.24%<\/td>\n<td>11.47%<\/td>\n<td>9.62%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/quant-large-cap-fund-g-direct-plan\">Quant Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>3.59%<\/td>\n<td>12.14%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/bank-of-india-large-cap-fund-g-direct-plan\">Bank of India Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>2.65%<\/td>\n<td>11.67%<\/td>\n<td>9.1%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/invesco-india-largecap-fund-g-direct-plan\">Invesco India Largecap Fund Direct Growth Plan<\/a><\/td>\n<td>0.52%<\/td>\n<td>12.74%<\/td>\n<td>11.03%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/jioblackrock-large-cap-fund-g-direct-plan\">JioBlackRock Large Cap Fund Direct Growth Plan<\/a><\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. On the 1-year measure, the fund sits above Bank of India Large Cap Fund Direct Growth Plan and Invesco India Largecap Fund Direct Growth Plan, while Taurus Large Cap Fund Direct Growth Plan is slightly ahead on the same horizon. That makes the recent period look competitive, even if not clearly superior across the peer set.<\/p>\n<p>On the 3-year view, the fund is stronger than Taurus Large Cap Fund Direct Growth Plan and Bank of India Large Cap Fund Direct Growth Plan, but slightly behind Invesco India Largecap Fund Direct Growth Plan. The peer table therefore tells a split story: the fund\u2019s recent return is respectable, while its longer-term return is also solid but not the best among the available comparables. JioBlackRock Large Cap Fund Direct Growth Plan cannot be compared on these return horizons here because the figures are not available.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Prudential AMC Ltd<\/td>\n<td>Domestic Equities<\/td>\n<td>8.81%<\/td>\n<\/tr>\n<tr>\n<td>Adani Green Energy Limited<\/td>\n<td>Power<\/td>\n<td>8.1%<\/td>\n<\/tr>\n<tr>\n<td>Adani Enterprises Limited<\/td>\n<td>Trading<\/td>\n<td>8.08%<\/td>\n<\/tr>\n<tr>\n<td>Tata Consultancy Services Limited 29\/09\/2026<\/td>\n<td>IT<\/td>\n<td>8%<\/td>\n<\/tr>\n<tr>\n<td>LG Electronics India Limited<\/td>\n<td>Domestic Equities<\/td>\n<td>7.32%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Limited 29\/09\/2026<\/td>\n<td>Crude Oil<\/td>\n<td>5.97%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Limited 29\/09\/2026<\/td>\n<td>Telecom<\/td>\n<td>5.16%<\/td>\n<\/tr>\n<tr>\n<td>Divi&#8217;S Laboratories Limited<\/td>\n<td>Healthcare<\/td>\n<td>4.97%<\/td>\n<\/tr>\n<tr>\n<td>DLF Limited 29\/09\/2026<\/td>\n<td>Realty<\/td>\n<td>4.86%<\/td>\n<\/tr>\n<tr>\n<td>Samvardhana Motherson International Ltd<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>4.76%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding is 8.81%, so no single position dominates the fund on its own. The drop from the first holding to the tenth is gradual rather than abrupt, which suggests the portfolio may be spread across several meaningful positions instead of relying on one or two outsized bets.<\/p>\n<p>The top 10 holdings together account for 66.03% of the portfolio, and there are 28 disclosed holdings in total. That combination points to moderate concentration: the biggest names are important, but there is still a broader tail of holdings beyond the first ten. For investors, that can mean the fund may still be influenced by a relatively small set of positions, while not being fully dependent on a single stock or theme.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/quant-large-cap-fund-g-direct-plan\">Quant Large Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who can tolerate High Risk and stay invested through uneven shorter-term outcomes. The 3-year record is stronger than the 1-year result, while the benchmark comparison shows that the fund has sometimes done better than Nifty 50 in tough stretches and sometimes moved only modestly ahead.<\/p>\n<p>The main trade-off is that the portfolio is actively positioned and moderately concentrated, so returns may not be smooth. Investors with a medium- to long-term horizon who want large-cap equity exposure and can accept short-term swings may find the risk-reward pattern more relevant than the latest monthly move.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: 1% on or before 15D, Nil after 15D.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Quant_Large_Cap_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Quant Large Cap Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b916.3627 as of 16 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is 3.59% and the 3-year return is 12.14%. A 5-year return is not available for this scheme yet.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_done_versus_Nifty_50\"><\/span>How has the fund done versus Nifty 50?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has done better than Nifty 50 over 1 month, 3 months, 1 year and 3 years. The gap is clearest over 1 year and 3 years, where the benchmark return is lower.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_other_large-cap_funds_on_available_return_data\"><\/span>How does it compare with other large-cap funds on available return data?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>On the available 1-year figures, it trails Taurus Large Cap Fund Direct Growth Plan slightly but is ahead of Bank of India Large Cap Fund Direct Growth Plan and Invesco India Largecap Fund Direct Growth Plan. On 3-year figures, it is ahead of Taurus and Bank of India, but behind Invesco.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b91,000.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_exit_load_and_fund_manager_details\"><\/span>What are the exit load and fund manager details?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The exit load is 1% on or before 15 days and nil after 15 days. The fund is managed by Sandeep Tandon, Ankit Pande, Varun Pattani and Ayusha Kumbhat.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Quant Large Cap Fund Direct Growth Plan has a mixed but usable track record: the shorter-term numbers are softer, while the 3-year return is noticeably stronger and ahead of the benchmark. Compared with peers on the available figures, it looks competitive without being clearly dominant across every horizon. The portfolio is moderately concentrated, with the top 10 holdings accounting for 66.03% of assets, so stock selection matters. Overall, it fits investors who want a High Risk large-cap equity fund and can accept uneven short-term behaviour for the chance of stronger medium-term compounding.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 17 September 2026 at 3:36 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Quant Large Cap Fund Direct Growth Plan\",\"identifier\":\"quant-large-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"10 Aug 2022\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":16.3627,\"valueReference\":\"as of 16 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"3651 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.41\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":3.59},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":12.14},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Quant Large Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b916.3627 as of 16 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is 3.59% and the 3-year return is 12.14%. A 5-year return is not available for this scheme yet.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund done versus Nifty 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has done better than Nifty 50 over 1 month, 3 months, 1 year and 3 years. The gap is clearest over 1 year and 3 years, where the benchmark return is lower.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with other large-cap funds on available return data?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"On the available 1-year figures, it trails Taurus Large Cap Fund Direct Growth Plan slightly but is ahead of Bank of India Large Cap Fund Direct Growth Plan and Invesco India Largecap Fund Direct Growth Plan. On 3-year figures, it is ahead of Taurus and Bank of India, but behind Invesco.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b91,000.\"}},{\"@type\":\"Question\",\"name\":\"What are the exit load and fund manager details?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The exit load is 1% on or before 15 days and nil after 15 days. The fund is managed by Sandeep Tandon, Ankit Pande, Varun Pattani and Ayusha Kumbhat.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Quant Large Cap Fund Direct Growth Plan has a \u20b916.3627 NAV as of 16 Sep 2026, \u20b93,651 Cr AUM, 3.59% 1Y return and 12.14% 3Y return.<\/p>\n","protected":false},"author":38,"featured_media":253698,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-253702","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["253698"],"rank_math_title":["Quant Large Cap Fund NAV, Returns Review 2026"],"rank_math_description":["Quant Large Cap Fund Direct Growth Plan NAV is \u20b916.3627 as of 16 Sep 2026; 1Y return is 3.59% and 3Y return is 12.14%."],"rank_math_focus_keyword":["Quant Large Cap Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Quant_Large_Cap_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/253702","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=253702"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/253702\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/253698"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=253702"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=253702"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=253702"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}