Compare funds
| Quantum Value Fund - Direct Plan - Growth Option | |
|---|---|
| category | Value Fund |
| benchmark | BSE 500 |
| history from | 2006-04-03 |
| rating (overall) | ★★☆☆☆ |
| 3y / 5y / 10y stars | 2 / 1 / 2 |
| return 1Y | -2.30% |
| return 3Y | 11.39% |
| return 5Y | 9.46% |
| return 10Y | 11.04% |
| vs benchmark 1Y | -2.73% |
| vs benchmark 3Y | 0.24% |
| vs benchmark 5Y | - |
| 3y volatility | 13.93% |
| 3y worst fall | -15.93% |
| 3y Sharpe | 0.31 |
| 3y Sortino | 0.44 |
| 3y alpha | 0.65% |
| 3y beta | 0.86 |
| 3y information ratio | 0.01 |
| 3y up / down capture | 86 / 82 |
| 3y risk-adj. rank in category | 70th of 21 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.