quant Mutual Fund Debt Gilt Fund
Expense Ratio
0.35%
AUM
₹40.92 Lakh
Plan Type
Direct
Market Cap
NA
Risk Level
Low

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
-1.44%
Poor
6 Months
+0.56%
Poor
1 Year
+4.26%
Poor
3 Years
+6.63%
Poor

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 12 quarters

AUM Metrics

Key indicators

Current AUM
₹40.92 Lakh
Recent Trend
Growing
Stability Score
92.8
Growth Assessment
Excellent Growth

Growth Performance

Historical returns

1Y
Annual Growth
+372.52%
3Y
3Y CAGR
N/A
5Y
5Y CAGR
N/A

Growth Assessment: Excellent Growth

• Strong investor confidence with high inflows

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: Very Low - Conservative investment with minimal price fluctuations
Volatility
1.60%
Annualized standard deviation
Sharpe Ratio
0.586
Fair - Risk-adjusted return
Max Drawdown
-2.30%
Low - Worst decline
Consistency
87.5%
Performance consistency

Volatility Breakdown

Daily Volatility
0.10%
Average daily price movement
Annualized Volatility
1.60%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance