Quant Large Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio & Should You Invest?

Quant Large Cap Fund Direct Growth Plan has an NAV of ₹16.3627 as of 16 Sep 2026 and an AUM of ₹3,651 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.

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.

Quick facts

Particular	Details
NAV	₹16.3627 as of 16 Sep 2026
AUM	₹3,651 Cr
Expense Ratio	0.41%
Launch Date	10 Aug 2022
Min SIP	₹1,000
Risk Category	High Risk
Benchmark	Nifty 50
Fund Category	Equity
Exit Load	1% on or before 15D, Nil after 15D
Fund Managers	Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat

The fund is managed by Sandeep Tandon, Ankit Pande, Varun Pattani and Ayusha Kumbhat.

Source data date: as of 16 Sep 2026

Performance

Period	Fund return	Benchmark return
1M	-3.9%	-4.41%
3M	-0.92%	-3.6%
1Y	3.59%	-7.76%
3Y	12.14%	5.74%
5Y	Data not available	Data not available

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.

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.

The 3-year figure is the strongest part of the record in the table. The fund’s 12.14% compared with the benchmark’s 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.

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.

Source data date: as of 16 Sep 2026

Should you BUY or HOLD Quant Large Cap?

A fund's past returns alone don't tell you whether you should buy it today or continue holding it.

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.

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Peer comparison

Fund	1Y return	3Y return	5Y return
Quant Large Cap Fund Direct Growth Plan	3.59%	12.14%	Data not available
Taurus Large Cap Fund Direct Growth Plan	4.24%	11.47%	9.62%
Quant Large Cap Fund Direct Growth Plan	3.59%	12.14%	Data not available
Bank of India Large Cap Fund Direct Growth Plan	2.65%	11.67%	9.1%
Invesco India Largecap Fund Direct Growth Plan	0.52%	12.74%	11.03%
JioBlackRock Large Cap Fund Direct Growth Plan	Data not available	Data not available	Data not available

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.

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’s 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.

Source data date: as of 16 Sep 2026

Portfolio: where your money goes

Holding	Sector	Weight
ICICI Prudential AMC Ltd	Domestic Equities	8.81%
Adani Green Energy Limited	Power	8.1%
Adani Enterprises Limited	Trading	8.08%
Tata Consultancy Services Limited 29/09/2026	IT	8%
LG Electronics India Limited	Domestic Equities	7.32%
Reliance Industries Limited 29/09/2026	Crude Oil	5.97%
Bharti Airtel Limited 29/09/2026	Telecom	5.16%
Divi'S Laboratories Limited	Healthcare	4.97%
DLF Limited 29/09/2026	Realty	4.86%
Samvardhana Motherson International Ltd	Automobile & Ancillaries	4.76%

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.

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.

To see all holdings, visit the Quant Large Cap Fund Direct Growth Plan page

Source data date: as of 16 Sep 2026

Who should invest

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.

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.

Tax and exit load

Holding period	Tax rate	Description
Units held less than 1 year	20%	Short-term capital gains tax
Units held more than 1 year	12.5%	Long-term capital gains tax

Exit load: 1% on or before 15D, Nil after 15D.

Source data date: as of 16 Sep 2026

Frequently asked questions

What is the current NAV of Quant Large Cap Fund Direct Growth Plan?

The current NAV is ₹16.3627 as of 16 Sep 2026.

What are the fund’s 1-year, 3-year and 5-year returns?

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.

How has the fund done versus Nifty 50?

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.

How does it compare with other large-cap funds on available return data?

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.

What is the minimum SIP amount?

The minimum SIP amount is ₹1,000.

What are the exit load and fund manager details?

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.

Bottom line

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.

Published on 17 September 2026 at 3:36 PM IST

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RIA disclosure

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.