portfolio-lab.oriz.in Rf = 6.8% · G-Sec 10Y as of 2026-08-03

Assets › concentrated

Quant Quantamental Fund — direct growth

Clears the 12% forward-return floor — eligible for optimizer by default.

Fwd expected return 16.0%
Annualised volatility 26.0%
Sleeve concentrated

Risk notes

AGGRESSIVE QUANT SATELLITE (Very High risk). Quant+fundamental blend, AUM ~₹1,650 cr, 3Y ~20-22%, ER ~0.7-0.9%. A STRATEGY bet (vs Quant Small Cap = size bet, Quant Flexi = core). Whipsaws hard when factors rotate — Quant MF's rapid factor-switching gives big swings + long cold stretches. Satellite-sized only, NOT core. Fits max-return appetite, fights low-churn (churns internally).

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