_{Click on + to See NAV}

Fund Nav

Fund Name	NAV Date	NAV	Rupee Change	Percent Change
quant Focused Fund - IDCW Option - Direct Plan	06/Jun/2023	36.1772	0.1679	0.4663%
quant Focused Fund - IDCW Option - Regular Plan	06/Jun/2023	42.845	0.1968	0.4614%
quant Focused Fund - Growth Option - Regular Plan	06/Jun/2023	57.6358	0.2647	0.4614%
quant Focused Fund - Growth Option-Direct Plan	06/Jun/2023	61.8803	0.2871	0.4661%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Quant Focused Fund Analysis

Performance Summary of Fund

Bmsmoney Focussed Fund Category Rank: 5

Positive Aspects of Fund

Negative Aspects of Fund

Quant Focused Fund Performance Snapshot (Regular Plan)

_{Rotate the phone! Best viewed in landscape mode on mobile}

KPIs^*	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	1.50	4.38	No	No	Yes	25/25	1.50 / 6.33
1M Rolling Return %	1.04	1.03	Yes	No	No	12/24	-0.12 / 1.96
3M Return %	5.25	8.49	No	No	Yes	25/25	5.25 / 12.67
3M Rolling Return %	1.98	1.58	Yes	No	No	10/24	-3.11 / 4.20
6M Return %	-4.18	0.74	No	No	Yes	25/25	-4.18 / 4.85
6M Rolling Return %	-0.03	0.54	No	No	No	15/24	-4.99 / 6.18
1Y Return %	10.31	14.35	No	No	Yes	22/24	5.10 / 22.54
1Y Rolling Return %	11.48	10.45	Yes	No	No	6/17	0.98 / 23.26
3Y Return %	25.16	23.14	Yes	Yes	No	5/17	15.80 / 31.76
3Y Rolling Return %	20.52	16.39	Yes	Yes	No	2/14	9.00 / 22.78
5Y Return %	12.66	11.38	Yes	No	No	6/14	7.43 / 17.31
Standard Deviation	18.00	17.59	No	No	Yes	13/17	15.52 / 21.01
Semi Deviation	11.46	10.85	No	No	Yes	13/17	9.55 / 12.44
Max Drawdown	-10.78	-12.91	Yes	Yes	No	5/17	-22.93 / -5.26
VaR 1 Y	-17.37	-14.92	No	No	Yes	16/17	-21.68 / -11.73
Average Drawdown	-3.58	-5.27	Yes	Yes	No	2/17	-10.70 / -3.42
Sharpe Ratio	1.35	1.08	Yes	Yes	No	3/17	0.48 / 1.53
Sterling Ratio	1.59	1.26	Yes	Yes	No	5/17	0.53 / 2.41
Sortino Ratio	0.89	0.73	Yes	Yes	No	5/17	0.30 / 1.07
Jensen Alpha	12.20	0.37	Yes	Yes	No	1/17	-12.24 / 12.20
Treynor Ratio	0.29	0.21	Yes	Yes	No	2/17	0.10 / 0.30
Modigliani Square measure	29.54	27.76	Yes	No	No	9/17	16.11 / 36.43
Active Return	0.08	-0.02	Yes	Yes	No	1/17	-0.12 / 0.08

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

June 6, 2023.}
_{Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

March 31, 2023} _{KPIs: Key Performance Indicators}

Quant Focused Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Quant Focused Fund

Top Performing Funds in Focussed Fund Category

_{Rotate the phone! Best viewed in landscape mode on mobile.}

Fund Name	Category Rank	Analysis	1Y Return	3Y Return	Max Drawdown	VaR _{1Y 95%}	Sharpe Ratio	Sortino Ratio	Hurst Index
Franklin India Focused Equity Fund	2	The Franklin India Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Franklin India Focused Equity Fund performance snapshot section.	18.57%	27.10%	-10.52%	-14.41%	1.27	0.88	0.41
Hdfc Focused 30 Fund	4	The Hdfc Focused 30 Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Hdfc Focused 30 Fund performance snapshot section.	22.54%	31.76%	-5.26%	-15.00%	1.53	1.07	0.41
Icici Prudential Focused Equity Fund	1	The Icici Prudential Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Icici Prudential Focused Equity Fund performance snapshot section.	17.37%	24.98%	-9.93%	-13.05%	1.38	0.97	0.44
Iifl Focused Equity Fund	3	The Iifl Focused Equity Fund is a Focussed Fund. In the Focussed Fund category there are 25 funds. The fund has 15 KPIs that are in top quartile. The fund has 65% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Iifl Focused Equity Fund performance snapshot section.	20.41%	26.87%	-15.22%	-14.79%	1.33	0.90	0.42

Quant Focused Fund Performance Snapshot (Direct Plan)

_{Rotate the phone! Best viewed in landscape mode on mobile.}

KPIs	Fund	Cat. Avg	Better Than Cat. Avg	In 1^st Quartile	In 4^th Quartile	Rank _{(In Cat.)}	Min / Max
1M Return %	1.66	4.49	No	No	Yes	25/25	1.66 / 6.47
1M Rolling Return %	1.19	1.14	Yes	No	No	12/24	-0.04 / 2.04
3M Return %	5.69	8.85	No	No	Yes	25/25	5.69 / 13.04
3M Rolling Return %	2.43	1.91	Yes	No	No	10/24	-2.88 / 4.59
6M Return %	-3.36	1.38	No	No	Yes	25/25	-3.36 / 5.52
6M Rolling Return %	0.88	1.19	No	No	No	13/24	-4.48 / 6.92
1Y Return %	12.37	15.83	No	No	Yes	22/24	6.21 / 24.24
1Y Rolling Return %	13.67	11.73	Yes	Yes	No	5/17	2.07 / 24.95
3Y Return %	27.62	24.58	Yes	Yes	No	5/17	17.11 / 33.41
3Y Rolling Return %	22.62	17.70	Yes	Yes	No	2/14	10.33 / 24.36
5Y Return %	14.46	12.65	Yes	Yes	No	4/14	8.89 / 18.80
Standard Deviation	18.00	17.59	No	No	Yes	13/17	15.52 / 21.01
Semi Deviation	11.46	10.85	No	No	Yes	13/17	9.55 / 12.44
Max Drawdown	-10.78	-12.91	Yes	Yes	No	5/17	-22.93 / -5.26
VaR 1 Y	-17.37	-14.92	No	No	Yes	16/17	-21.68 / -11.73
Average Drawdown	-3.58	-5.27	Yes	Yes	No	2/17	-10.70 / -3.42
Sharpe Ratio	1.35	1.08	Yes	Yes	No	3/17	0.48 / 1.53
Sterling Ratio	1.59	1.26	Yes	Yes	No	5/17	0.53 / 2.41
Sortino Ratio	0.89	0.73	Yes	Yes	No	5/17	0.30 / 1.07
Jensen Alpha	12.20	0.37	Yes	Yes	No	1/17	-12.24 / 12.20
Treynor Ratio	0.29	0.21	Yes	Yes	No	2/17	0.10 / 0.30
Modigliani Square measure	29.54	27.76	Yes	No	No	9/17	16.11 / 36.43
Active Return	0.08	-0.02	Yes	Yes	No	1/17	-0.12 / 0.08

_{Returns, performance summary of fund and return related sentences are updated daily. Last Updated On :

June 6, 2023.}
_{Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On :

March 31, 2023} _{KPIs: Key Performance Indicators}

Quant Focused Fund Regular vs Direct Plan Performance

Parameters	Regular Plan	Direct Plan
1M Return %	1.50%	1.66%
1M Rolling Return %	1.04%	1.19%
3M Return %	5.25%	5.69%
3M Rolling Return %	1.98%	2.43%
6M Return %	-4.18%	-3.36%
6M Rolling Return %	-0.03%	0.88%
1Y Return %	10.31%	12.37%
1Y Rolling Return %	11.48%	13.67%
3Y Return %	25.16%	27.62%
3Y Rolling Return %	20.52%	22.62%
5Y Return %	12.66%	14.46%
Standard Deviation	18.00%	18.00%
Semi Deviation	11.46%	11.46%
Max Drawdown	-10.78%	-10.78%
VaR 1 Y	-17.37%	-17.37%
Average Drawdown	-3.58%	-3.58%
Sharpe Ratio	1.35%	1.35%
Sterling Ratio	1.59%	1.59%
Sortino Ratio	0.89%	0.89%
Jensen Alpha	12.20%	12.20%
Treynor Ratio	0.29%	0.29%
Modigliani Square measure	29.54%	29.54%
Active Return	0.08%	0.08%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Quant Focused Fund Expected Return

Investment Period	Mini. Possible Return _{in Investment Period}	Max. Possible Return _{in Investment Period}	Expected Return _{in Investment Period}	Loss Probability _{in Investment Period}
One Year	-34.24%	83.10%	8.71%	25.47%
Three Year	0.60%	21.59%	14.40%	0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

_{Annulized Returns}

Methodology

For Any Question Join Our Group On Facebook

Focussed Fund Category Performance Analysis

Return Chart (Regular Plan)

_{Click on + to See Details}

Returns (Regular Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Dsp Focus Fund	0.52	1	1.31	4	6.10	2	8.69	11	2.06	8	14.44	11	19.26	15	9.30	11
Quant Focused Fund	0.46	2	0.96	11	1.50	25	5.25	25	-4.18	25	10.31	22	25.16	5	12.66	6
Jm Focused Fund	0.43	3	1.51	2	5.51	5	8.84	10	2.93	5	19.34	3	20.66	13	8.49	12
Nippon India Focused Equity Fund	0.41	4	1.19	7	5.32	7	9.00	8	-0.41	17	13.49	14	29.26	2	12.71	5
Baroda Bnp Paribas Focused Fund	0.38	5	1.02	10	3.60	21	7.59	19	1.54	10	13.29	15
Axis Focused 25 Fund	0.37	6	0.87	14	4.80	9	10.06	4	-0.73	20	5.10	24	15.80	17	8.23	13
Sbi Focused Equity Fund	0.28	7	0.85	15	4.93	8	11.19	2	1.83	9	12.53	19	21.30	12	12.18	7
Icici Prudential Focused Equity Fund	0.27	8	1.33	3	4.54	12	9.17	6	2.08	7	17.37	5	24.98	6	13.82	3
Kotak Focused Equity Fund	0.26	9	0.79	17	4.17	16	6.97	21	-0.09	15	12.91	16	23.29	8
Canara Robeco Focused Equity Fund	0.23	10	0.69	19	4.21	15	8.26	16	1.00	12	16.64	7
Uti Focused Equity Fund	0.19	11	1.12	8	6.33	1	10.28	3	2.97	4	16.94	6
Hdfc Focused 30 Fund	0.18	12	1.31	5	3.79	18	7.80	18	2.40	6	22.54	1	31.76	1	12.71	4
Motilal Oswal Focused 25 Fund (Mof25)	0.18	13	0.59	22	3.37	22	9.20	5	-0.12	16	12.65	18	17.40	16	9.74	10
Idbi Focused 30 Equity Fund	0.13	14	0.25	25	2.37	24	6.32	24	-0.56	18	11.76	20	21.52	10	9.81	9
Idfc Focused Equity Fund	0.12	15	0.62	20	5.78	3	12.67	1	4.85	1	15.40	8	19.72	14	7.43	14
Sundaram Focused Fund	0.11	16	0.71	18	3.73	19	8.38	15	0.26	13	14.33	12
Edelweiss Focused Equity Fund	0.09	17	0.87	13	4.74	10	9.08	7	3.27	2
Invesco India Focused 20 Equity Fund	0.07	18	1.59	1	5.58	4	8.50	13	-1.92	24	8.04	23
Hsbc Focused Equity Fund	0.05	19	0.39	24	3.64	20	8.97	9	1.28	11	14.72	10
Aditya Birla Sun Life Focused Equity Fund	0.02	20	0.60	21	4.53	13	7.39	20	-0.77	21	11.24	21	21.50	11	11.08	8
Iifl Focused Equity Fund	0.01	21	1.05	9	3.90	17	8.58	12	3.24	3	20.41	2	26.87	4	17.31	1
Mahindra Manulife Focused Equity Yojana	0.00	22	0.42	23	2.62	23	6.75	23	-0.63	19	15.33	9
Franklin India Focused Equity Fund	0.00	23	1.28	6	5.37	6	8.46	14	0.13	14	18.57	4	27.10	3	13.84	2
Union Focused Fund	0.00	24	0.81	16	4.73	11	6.96	22	-1.12	23	12.80	17	22.88	9
Tata Focused Equity Fund	-0.05	25	0.87	12	4.35	14	7.99	17	-0.89	22	14.32	13	24.92	7

Returns (Direct Plan)

Fund Name	1D Return		1W Return		1M Return		3M Return		6M Return		1Y Return		3Y Return		5Y Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Dsp Focus Fund	0.52	1	1.33	5	6.19	2	8.98	11	2.60	8	15.68	12	20.53	15	10.45	11
Quant Focused Fund	0.47	2	0.99	11	1.66	25	5.69	25	-3.36	25	12.37	22	27.62	5	14.46	4
Jm Focused Fund	0.43	3	1.53	2	5.58	5	9.09	10	3.38	5	20.36	3	21.86	13	9.88	12
Nippon India Focused Equity Fund	0.41	4	1.20	7	5.38	7	9.19	9	-0.07	19	14.23	16	30.15	2	13.50	6
Axis Focused 25 Fund	0.39	5	0.90	14	4.89	10	10.35	4	-0.22	21	6.21	24	17.11	17	9.51	13
Baroda Bnp Paribas Focused Fund	0.39	6	1.05	10	3.76	20	8.08	19	2.44	9	15.33	14
Canara Robeco Focused Equity Fund	0.30	7	0.82	18	4.46	15	8.81	14	1.88	12	18.60	7
Sbi Focused Equity Fund	0.29	8	0.87	15	5.02	8	11.46	2	2.30	10	13.61	19	22.54	12	13.33	7
Icici Prudential Focused Equity Fund	0.28	9	1.33	3	4.65	12	9.51	7	2.72	7	18.91	6	26.56	7	15.16	2
Kotak Focused Equity Fund	0.26	10	0.82	17	4.30	16	7.39	21	0.67	14	14.70	15	25.33	8
Uti Focused Equity Fund	0.19	11	1.14	8	6.47	1	10.75	3	3.83	3	18.98	5
Hdfc Focused 30 Fund	0.19	12	1.33	4	3.91	18	8.20	18	3.13	6	24.24	1	33.41	1	13.97	5
Motilal Oswal Focused 25 Fund (Mof25)	0.18	13	0.61	22	3.47	22	9.52	6	0.46	16	13.99	17	18.82	16	11.08	10
Idfc Focused Equity Fund	0.13	14	0.65	20	5.90	3	13.04	1	5.52	1	16.93	9	21.33	14	8.89	14
Sundaram Focused Fund	0.11	15	0.73	19	3.82	19	8.69	16	0.84	13	15.59	13
Edelweiss Focused Equity Fund	0.10	16	0.91	12	4.89	9	9.60	5	4.21	2
Idbi Focused 30 Equity Fund	0.06	17	0.29	25	2.44	24	6.50	24	-0.17	20	12.71	20	22.57	11	11.13	9
Hsbc Focused Equity Fund	0.05	18	0.42	24	3.74	21	9.31	8	1.91	11	16.40	10
Aditya Birla Sun Life Focused Equity Fund	0.02	19	0.62	21	4.62	13	7.64	20	-0.32	22	12.38	21	22.64	10	12.11	8
Iifl Focused Equity Fund	0.01	20	1.07	9	3.99	17	8.87	13	3.77	4	21.66	2	28.27	3	18.80	1
Mahindra Manulife Focused Equity Yojana	0.01	21	0.45	23	2.77	23	7.24	23	0.28	17	17.60	8
Franklin India Focused Equity Fund	0.00	22	1.30	6	5.46	6	8.71	15	0.55	15	19.55	4	28.13	4	14.84	3
Union Focused Fund	0.00	24	0.84	16	4.79	11	7.24	22	-0.67	23	13.97	18	23.99	9
Invesco India Focused 20 Equity Fund	0.00	24	1.59	1	5.67	4	8.91	12	-1.17	24	9.65	23
Tata Focused Equity Fund	-0.04	25	0.90	13	4.49	14	8.45	17	-0.06	18	16.31	11	27.05	6

Rolling Returns (Regular Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Focused Equity Fund	0.99	13	1.75	11	-0.41	20	9.43	13	15.34	9
Axis Focused 25 Fund	-0.12	24	-3.11	24	-4.99	24	0.98	17	15.10	10
Franklin India Focused Equity Fund	1.73	3	2.74	7	2.38	5	13.56	3	19.08	4
Dsp Focus Fund	0.25	22	-0.85	23	0.13	14	5.39	15	13.22	12
Hdfc Focused 30 Fund	1.90	2	4.20	1	6.18	1	23.26	1	15.40	8
Icici Prudential Focused Equity Fund	1.41	5	3.12	4	2.30	6	13.65	2	18.78	5
Idbi Focused 30 Equity Fund	1.27	8	1.70	12	0.90	9	11.26	8	15.46	7
Idfc Focused Equity Fund	0.66	19	0.12	22	-0.30	19	6.62	14	13.03	13
Iifl Focused Equity Fund	1.69	4	2.97	6	2.86	2	12.64	4	22.78	1
Jm Core 11 Fund	1.96	1	3.22	3	2.51	3	10.41	9	9.00	14
Kotak Focused Equity Fund	0.83	17	1.36	16	-0.17	17	10.36	11
Motilal Oswal Focused 25 Fund (Mof25)	0.95	14	1.63	13	-0.47	21	4.10	16	13.82	11
Nippon India Focused Equity Fund	1.34	6	1.40	14	0.14	13	12.29	5	19.86	3
Quant Focused Fund	1.04	12	1.98	10	-0.03	15	11.48	6	20.52	2
Sbi Focused Equity Fund	0.18	23	0.16	21	-1.32	22	10.37	10	18.04	6
Tata Focused Equity Fund	1.12	11	2.99	5	0.42	11	11.47	7
Union Focused Fund	1.32	7	1.39	15	-0.11	16	10.34	12
Hsbc Focused Equity Fund	0.56	21	2.06	9	0.41	12
Invesco India Focused 20 Equity Fund	0.87	16	0.92	18	-3.26	23
Mahindra Manulife Focused Equity Yojana	1.15	10	3.26	2	2.48	4
Canara Robeco Focused Equity Fund	1.24	9	2.32	8	1.22	8
Uti Focused Equity Fund	0.61	20	0.45	20	1.89	7
Sundaram Focused Fund	0.77	18	1.34	17	-0.27	18
Baroda Bnp Paribas Focused Fund	0.95	15	0.85	19	0.58	10

Rolling Returns (Direct Plan)

Fund Name	1 Month Median Return		3 Month Median Return		6 Month Median Return		1 Year Median Return		3 Year Median Return
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Hsbc Focused Equity Fund	0.68	21	2.49	9	1.09	12
Aditya Birla Sun Life Focused Equity Fund	1.07	14	2.01	11	0.07	21	10.41	13	16.39	10
Axis Focused 25 Fund	-0.04	24	-2.88	24	-4.48	24	2.07	17	16.49	9
Franklin India Focused Equity Fund	1.80	3	2.95	7	2.80	6	14.44	3	20.14	5
Dsp Focus Fund	0.33	22	-0.58	23	0.66	14	6.51	15	14.41	13
Hdfc Focused 30 Fund	2.01	2	4.59	1	6.92	1	24.95	1	16.56	7
Icici Prudential Focused Equity Fund	1.51	5	3.46	3	2.99	4	15.11	2	20.16	4
Idbi Focused 30 Equity Fund	1.36	9	1.91	13	1.32	10	12.32	8	16.53	8
Idfc Focused Equity Fund	0.78	19	0.44	21	0.36	18	8.03	14	14.56	12
Iifl Focused Equity Fund	1.77	4	3.23	6	3.39	3	13.89	4	24.36	1
Jm Core 11 Fund	2.04	1	3.45	4	2.94	5	11.35	11	10.33	14
Kotak Focused Equity Fund	0.95	17	1.75	14	0.62	15	12.11	9
Motilal Oswal Focused 25 Fund (Mof25)	1.05	15	1.92	12	0.11	20	5.33	16	15.23	11
Nippon India Focused Equity Fund	1.40	7	1.57	17	0.50	16	13.09	7	20.69	3
Quant Focused Fund	1.19	12	2.43	10	0.88	13	13.67	5	22.62	2
Sbi Focused Equity Fund	0.25	23	0.39	22	-0.85	22	11.42	10	19.29	6
Tata Focused Equity Fund	1.27	11	3.44	5	1.29	11	13.31	6
Union Focused Fund	1.47	6	1.67	15	0.41	17	11.34	12
Invesco India Focused 20 Equity Fund	0.97	16	1.30	19	-2.51	23
Mahindra Manulife Focused Equity Yojana	1.32	10	3.79	2	3.51	2
Canara Robeco Focused Equity Fund	1.37	8	2.76	8	2.03	8
Uti Focused Equity Fund	0.76	20	0.89	20	2.76	7
Sundaram Focused Fund	0.88	18	1.61	16	0.28	19
Baroda Bnp Paribas Focused Fund	1.11	13	1.30	18	1.48	9

Category Risk

Fund Name	VaR 1 Y _95%		Max Drawdown		Average Drawdown		Standard Deviation		Semi Deviation
Fund Name	%	Rank	%	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Focused Equity Fund	-13.53	5	-12.04	9	-5.33	11	17.23	8	10.49	7
Axis Focused 25 Fund	-21.68	17	-22.93	17	-10.70	17	19.67	16	12.44	17
Franklin India Focused Equity Fund	-14.41	8	-10.52	4	-4.65	8	19.39	15	11.86	15
Dsp Focus Fund	-16.84	14	-16.54	15	-6.15	14	17.38	10	10.27	4
Hdfc Focused 30 Fund	-15.00	12	-5.26	1	-3.42	1	18.14	14	11.46	14
Icici Prudential Focused Equity Fund	-13.05	3	-9.93	3	-5.39	12	16.90	6	10.40	5
Idbi Focused 30 Equity Fund	-11.73	1	-12.88	10	-4.62	7	17.16	7	10.51	8
Idfc Focused Equity Fund	-14.12	6	-13.63	12	-4.25	3	15.52	1	9.55	1
Iifl Focused Equity Fund	-14.79	10	-15.22	14	-6.49	15	16.88	5	10.59	9
Jm Focused Fund	-15.24	13	-13.36	11	-4.44	6	17.45	11	10.87	11
Kotak Focused Equity Fund	-14.24	7	-11.80	8	-5.41	13	16.76	4	10.21	3
Motilal Oswal Focused 25 Fund (Mof25)	-17.31	15	-14.03	13	-4.39	5	17.31	9	10.41	6
Nippon India Focused Equity Fund	-14.82	11	-9.43	2	-4.75	10	21.01	17	12.35	16
Quant Focused Fund	-17.37	16	-10.78	5	-3.58	2	18.00	13	11.46	13
Sbi Focused Equity Fund	-14.56	9	-18.45	16	-7.06	16	16.23	2	10.66	10
Tata Focused Equity Fund	-13.17	4	-11.00	6	-4.26	4	17.58	12	11.11	12
Union Focused Fund	-11.74	2	-11.64	7	-4.72	9	16.35	3	9.78	2
Sundaram Focused Fund
Baroda Bnp Paribas Focused Fund

Category Risk Adjusted Return/Fund Ratio

Fund Name	Sharpe Ratio		Sortino Ratio		Sterling ratio		Hurst Index	Jensen’s Alpha		Beta		R²		Treynor Ratio		Modigliani² Measure		Active Return
Fund Name	%	Rank	%	Rank	%	Rank	Hurst Index	%	Rank	Value	Rank	Value	Rank	%	Rank	%	Rank	%	Rank
Aditya Birla Sun Life Focused Equity Fund	1.01	11	0.69	11	1.17	10	0.42	-1.95	12	0.94	6	0.98	1	0.19	11	27.27	10	-0.04	11
Axis Focused 25 Fund	0.48	17	0.30	17	0.53	17	0.38	-12.24	17	1.00	2	0.86	11	0.10	17	16.11	17	-0.12	17
Franklin India Focused Equity Fund	1.27	5	0.88	6	1.63	3	0.41	3.66	5	0.97	3	0.81	15	0.25	5	30.91	4	0.03	4
Dsp Focus Fund	0.84	14	0.56	13	0.86	14	0.45	-4.05	15	0.89	12	0.85	12	0.16	14	23.63	15	-0.07	13
Hdfc Focused 30 Fund	1.53	1	1.07	1	2.41	1	0.41	8.62	2	0.92	7	0.84	13	0.30	1	36.43	1	0.06	2
Icici Prudential Focused Equity Fund	1.38	2	0.97	2	1.61	4	0.44	4.43	4	0.89	10	0.90	6	0.26	3	33.99	2	0.01	6
Idbi Focused 30 Equity Fund	1.05	10	0.71	10	1.15	11	0.43	2.19	6	0.97	4	0.82	14	0.19	12	24.66	13	0.01	5
Idfc Focused Equity Fund	0.90	13	0.58	12	0.94	13	0.42	-2.95	13	0.81	16	0.88	10	0.17	13	25.54	11	-0.09	15
Iifl Focused Equity Fund	1.33	4	0.90	4	1.24	9	0.42	4.46	3	0.89	13	0.90	7	0.25	4	33.33	3	0.01	7
Jm Focused Fund	0.83	15	0.53	15	0.97	12	0.40	-3.50	14	0.89	11	0.89	8	0.16	15	23.88	14	-0.07	12
Kotak Focused Equity Fund	1.14	9	0.78	8	1.27	8	0.43	1.13	8	0.90	9	0.94	3	0.21	9	29.83	7	-0.02	9
Motilal Oswal Focused 25 Fund (Mof25)	0.72	16	0.47	16	0.85	15	0.42	-6.76	16	0.92	8	0.94	4	0.14	16	21.51	16	-0.09	16
Nippon India Focused Equity Fund	1.24	6	0.92	3	1.80	2	0.41	1.18	7	1.10	1	0.88	10	0.24	6	29.97	6	0.04	3
Quant Focused Fund	1.35	3	0.89	5	1.59	5	0.43	12.20	1	0.83	15	0.55	17	0.29	2	29.54	9	0.08	1
Sbi Focused Equity Fund	0.91	12	0.54	14	0.80	16	0.39	-1.41	11	0.78	17	0.75	16	0.19	10	25.26	12	-0.08	14
Tata Focused Equity Fund	1.16	8	0.77	9	1.38	6	0.40	0.33	10	0.95	5	0.95	2	0.21	8	29.65	8	-0.01	8
Union Focused Fund	1.18	7	0.85	7	1.28	7	0.45	0.89	9	0.87	14	0.91	5	0.22	7	30.46	5	-0.03	10
Sundaram Focused Fund
Baroda Bnp Paribas Focused Fund

Quant Focused Fund Additional Return Analysis

Quant Focused Fund Value of Investment

Plan Type	1 Day	1 Week	1 Month	3 Month	6 Month	1 Year	3 Year	5 Year
Regular Plan _{Value of 1000 Rupee}	1004.61	1009.56	1015.03	1052.52	958.25	1103.09	1960.61	1815.05
Direct Plan _{Value of 1000 Rupee}	1004.66	1009.89	1016.58	1056.94	966.36	1123.68	2078.76	1964.47

Fund Information

Fund Launch Date: 03/Jul/2008
Fund Category: Focussed Fund
Investment Objective: The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a focused portfolio of Large Cap blue chip ™ companies. There is no assurance that the investment objective of the Scheme will be realized.
Fund Description: A Focused Fund
Fund Benchmark: NIFTY 100 INDEX

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

For Any Question Join Our Group On Facebook

Bmsmoney Highlights

Advantages And Disadvantages Of Money Market Mutual Funds

Money market mutual funds invest in short-term, high-quality debt instruments, aiming to maintain a stable value.
Advantages include safety and stability due to high-credit-rating investments, high liquidity with typically penalty-free withdrawals, diversification across various debt instruments, and modest interest earnings.
Disadvantages encompass lower returns compared to riskier investments, lack of government insurance, vulnerability to inflation risk, management fees that can eat into returns, and the potential for negative yields in periods of extremely low or negative interest rates.

Read Full Article Here

Understanding The Treynor Ratio A Comprehensive Guide For Mutual Fund Investments

The Treynor Ratio is a performance metric for mutual funds, measuring returns earned above a risk-free investment per unit of market risk.
Advantages include risk-adjusted performance evaluation, simplicity, and usefulness for diversified portfolios.
Disadvantages involve ignoring unsystematic risk, dependence on beta accuracy, and lack of consideration for current market conditions.
The Treynor Ratio is a valuable tool for informed investment decisions but should not be used in isolation.

Read Full Article Here

Understanding The Sortino Ratio In Mutual Funds, Its Advantages And Disadvantages: A Guide For Layman Investors

The Sortino Ratio is a risk-adjusted performance measure that evaluates mutual funds based on their downside volatility.
It emphasizes downside risk, making it useful for risk-averse investors concerned about capital preservation.
The Sortino Ratio helps investors choose funds aligned with their risk tolerance and investment goals.
It identifies consistent performers with better risk-adjusted returns.
However, the Sortino Ratio neglects the upside potential of investments.

Read Full Article Here

Table of Contents

Quant Focused Fund

Fund Nav

Fund Performance Analysis

Quant Focused Fund Analysis

Performance Summary of Fund

Bmsmoney Focussed Fund Category Rank: 5

Positive Aspects of Fund

Negative Aspects of Fund

Quant Focused Fund Performance Snapshot (Regular Plan)

Quant Focused Fund Performance vs Category Average

Top Performing Peers of Quant Focused Fund

Top Performing Funds in Focussed Fund Category

Quant Focused Fund Performance Snapshot (Direct Plan)

Quant Focused Fund Regular vs Direct Plan Performance

Quant Focused Fund Expected Return

Methodology

For Any Question Join Our Group On Facebook

Focussed Fund Category Performance Analysis

Return Chart (Regular Plan)

Returns (Regular Plan)

Returns (Direct Plan)

Rolling Returns (Regular Plan)

Rolling Returns (Direct Plan)

Category Risk

Category Risk Adjusted Return/Fund Ratio

Quant Focused Fund Additional Return Analysis

Quant Focused Fund Value of Investment

Fund Information

For Any Question Join Our Group On Facebook

Bmsmoney Highlights

Mutual Funds Generating More Than Saving A/C Return

Mutual Funds Generating More Than Fixed Deposit Return

Mutual Funds Beating Inflation

Top Performing Equity Funds

Top Performing Debt Funds

Top Banking & Financial Services Funds

Top Consumption Funds

Top Focused Funds

Top Performing Overnight Funds

Top Performing Gilt Funds

Top Performing Credit Risk Funds

Advantages And Disadvantages Of Money Market Mutual Funds

Understanding The Treynor Ratio A Comprehensive Guide For Mutual Fund Investments

Understanding The Sortino Ratio In Mutual Funds, Its Advantages And Disadvantages: A Guide For Layman Investors