Based on 1-year returns, the top performing Thematic-Quant funds are Quant Quantamental Fund Direct-Growth with 1.63% return, Aditya Birla Sun Life Quant Fund Direct-Growth with -3.86% return, and ICICI Prudential Quant Fund Direct-Growth with -5.31% return. The category average 1-year return is -6.86%.
Best Quant Mutual Funds 2026
Total Schemes
11
No. of schemes
Total AUM
₹ 0.11Lakh Cr
As on latest
Category Return (5Y)
10.03 %
CAGR
Benchmark
8.18%
NIFTY 500 TRI
Category Returns (%)
| Period | 1M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | YTD |
|---|---|---|---|---|---|---|---|
Thematic-Quant | -5.46 % | -6.06 % | -6.86 % | 9.60 % | 10.03 % | 13.29 % | -8.49 % |
Benchmark | -4.79 % | -5.01 % | -7.84 % | 9.75 % | 8.18 % | 12.35 % | -8.38 % |
| Fund Name | AUM (₹ Cr) | 1Y Return | 3Y CAGR | 5Y CAGR | Expense Ratio |
|---|---|---|---|---|---|
SBI Quant Fund Direct-GrowthNAV: ₹9.04 | 2,600.09 Cr | -8.97% | - | - | 1.60% |
Aditya Birla Sun Life Quant Fund Direct-GrowthNAV: ₹9.65 | 1,854.50 Cr | -3.86% | - | - | 1.30% |
Quant Quantamental Fund Direct-GrowthNAV: ₹25.27 | 1,546.75 Cr | 1.63% | 14.01% | 17.61% | 1.56% |
UTI Quant Fund Direct-GrowthNAV: ₹10.08 | 1,361.09 Cr | -7.11% | - | - | 1.09% |
360 ONE Quant Fund Direct-GrowthNAV: ₹18.58 | 774.23 Cr | -9.88% | 12.08% | - | 1.11% |
Axis Quant Fund Direct-GrowthNAV: ₹15.81 | 768.06 Cr | -7.56% | 6.48% | 7.04% | 2.72% |
DSP Quant Fund Direct-GrowthNAV: ₹21.00 | 710.89 Cr | -9.29% | 5.40% | 3.62% | 1.12% |
Kotak Quant Fund Direct-GrowthNAV: ₹13.79 | 451.20 Cr | -10.86% | 10.17% | - | 1.78% |
Motilal Oswal Quant Fund Direct-GrowthNAV: ₹9.57 | 233.67 Cr | -8.39% | - | - | 1.67% |
ICICI Prudential Quant Fund Direct-GrowthNAV: ₹22.71 | 162.87 Cr | -5.31% | 10.11% | 8.83% | 2.06% |
Nippon India Quant Fund Retail Direct-GrowthNAV: ₹73.38 | 107.80 Cr | -7.96% | 11.38% | 11.22% | 0.84% |
Thematic-Quant vs Other Categories
5Y CAGR Return Comparison
Key Insights
Thematic-Quant delivered 10.03% CAGR over the last 5 years.
It ranks #18 out of 28 categories based on 5Y performance.
Below the category average return of 11.36%.
17 categories outperform it, while 10 categories have lower returns.
Top performer: Sectoral-Auto & Transportation (18.02%).
Lowest performer: Sectoral-Technology (4.75%).
Let's have a closer look
Now let us jump and check about these top 15 mutual fund schemes.
SBI Quant Fund Direct-Growth
Fund Performance: The SBI Quant Fund Direct-Growth comes under the Equity category of SBI Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in SBI Quant Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.
Min Investment Amt
₹ 5,000.00
AUM
₹ 2,600.09Cr
1Y Returns
-8.97%
Expense Ratio
1.60%
Aditya Birla Sun Life Quant Fund Direct-Growth
Fund Performance: The Aditya Birla Sun Life Quant Fund Direct-Growth comes under the Equity category of Aditya Birla Sun Life Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Aditya Birla Sun Life Quant Fund Direct-Growth via lump sum is ₹ 500.00 and via SIP is ₹ 500.00.
Min Investment Amt
₹ 500.00
AUM
₹ 1,854.50Cr
1Y Returns
-3.86%
Expense Ratio
1.30%
Quant Quantamental Fund Direct-Growth
Fund Performance: Quant Quantamental Fund Direct-Growth has given 14.01% annualized returns in the past three years and 17.61% in the last 5 years. The Quant Quantamental Fund Direct-Growth comes under the Equity category of Quant Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Quant Quantamental Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 1,000.00.
Min Investment Amt
₹ 5,000.00
AUM
₹ 1,546.75Cr
1Y Returns
1.63%
Expense Ratio
1.56%
UTI Quant Fund Direct-Growth
Fund Performance: The UTI Quant Fund Direct-Growth comes under the Equity category of UTI Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in UTI Quant Fund Direct-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 500.00.
Min Investment Amt
₹ 1,000.00
AUM
₹ 1,361.09Cr
1Y Returns
-7.11%
Expense Ratio
1.09%
360 ONE Quant Fund Direct-Growth
Fund Performance: 360 ONE Quant Fund Direct-Growth has given 12.08% annualized returns in the past three years. The 360 ONE Quant Fund Direct-Growth comes under the Equity category of 360 ONE Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in 360 ONE Quant Fund Direct-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 1,000.00.
Min Investment Amt
₹ 1,000.00
AUM
₹ 774.23Cr
1Y Returns
-9.88%
Expense Ratio
1.11%
Axis Quant Fund Direct-Growth
Fund Performance: Axis Quant Fund Direct-Growth has given 6.48% annualized returns in the past three years and 7.04% in the last 5 years. The Axis Quant Fund Direct-Growth comes under the Equity category of Axis Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Axis Quant Fund Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.
Min Investment Amt
₹ 100.00
AUM
₹ 768.06Cr
1Y Returns
-7.56%
Expense Ratio
2.72%
DSP Quant Fund Direct-Growth
Fund Performance: DSP Quant Fund Direct-Growth has given 5.40% annualized returns in the past three years and 3.62% in the last 5 years. The DSP Quant Fund Direct-Growth comes under the Equity category of DSP Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in DSP Quant Fund Direct-Growth via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.
Min Investment Amt
₹ 100.00
AUM
₹ 710.89Cr
1Y Returns
-9.29%
Expense Ratio
1.12%
Kotak Quant Fund Direct-Growth
Fund Performance: Kotak Quant Fund Direct-Growth has given 10.17% annualized returns in the past three years. The Kotak Quant Fund Direct-Growth comes under the Equity category of Kotak Mahindra Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Kotak Quant Fund Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.
Min Investment Amt
₹ 5,000.00
AUM
₹ 451.20Cr
1Y Returns
-10.86%
Expense Ratio
1.78%
Motilal Oswal Quant Fund Direct-Growth
Fund Performance: The Motilal Oswal Quant Fund Direct-Growth comes under the Equity category of Motilal Oswal Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Motilal Oswal Quant Fund Direct-Growth via lump sum is ₹ 500.00 and via SIP is ₹ 500.00.
Min Investment Amt
₹ 500.00
AUM
₹ 233.67Cr
1Y Returns
-8.39%
Expense Ratio
1.67%
ICICI Prudential Quant Fund Direct-Growth
Fund Performance: ICICI Prudential Quant Fund Direct-Growth has given 10.11% annualized returns in the past three years and 8.83% in the last 5 years. The ICICI Prudential Quant Fund Direct-Growth comes under the Equity category of ICICI Prudential Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in ICICI Prudential Quant Fund Direct-Growth via lump sum is ₹ 1,000.00 and via SIP is ₹ 100.00.
Min Investment Amt
₹ 1,000.00
AUM
₹ 162.87Cr
1Y Returns
-5.31%
Expense Ratio
2.06%
Nippon India Quant Fund Retail Direct-Growth
Fund Performance: Nippon India Quant Fund Retail Direct-Growth has given 11.38% annualized returns in the past three years and 11.22% in the last 5 years. The Nippon India Quant Fund Retail Direct-Growth comes under the Equity category of Nippon India Mutual Fund.
Minimum Investment Amount: The minimum amount required to invest in Nippon India Quant Fund Retail Direct-Growth via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.
Min Investment Amt
₹ 5,000.00
AUM
₹ 107.80Cr
1Y Returns
-7.96%
Expense Ratio
0.84%
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