What are the top performing Thematic-Quant funds?

Based on 1-year returns, the top performing Thematic-Quant funds are Quant Quantamental Fund - Direct Plan with 12.63% return, Aditya Birla Sun Life Quant Fund - Direct Plan with 8.59% return, and Kotak Quant Fund - Direct Plan with 3.28% return. The category average 1-year return is 2.11%.

Which Thematic-Quant funds have given the best returns over 3 years?

Over a 3-year period, the best performing Thematic-Quant funds are Quant Quantamental Fund - Direct Plan with a 21.57% CAGR, Aditya Birla Sun Life Quant Fund - Direct Plan with 19.61% CAGR, and Kotak Quant Fund - Direct Plan with 16.51% CAGR. The category average 3-year return stands at 15.40% CAGR.

Which Thematic-Quant funds have given the best returns over 5 years?

Over a 5-year period, the top Thematic-Quant funds are Quant Quantamental Fund - Direct Plan with a 20.82% CAGR, Aditya Birla Sun Life Quant Fund - Direct Plan with 15.13% CAGR, and Kotak Quant Fund - Direct Plan with 12.30% CAGR. The category average 5-year return is 14.08% CAGR.

Which are the best Thematic-Quant funds for SIP investment?

Based on average 5-year rolling returns, the best Thematic-Quant funds for SIP are Nippon India Quant Fund - Direct Plan with 5-year average rolling return of 14.49%, -- with 0.00%, and -- with 0.00%. You can start a SIP in Thematic-Quant funds with as little as ₹100 per month.

What are the largest Thematic-Quant mutual funds by assets?

The largest Thematic-Quant funds by Assets Under Management (AUM) are SBI Quant Fund - Direct Plan with ₹ 3,146.21 crore, Aditya Birla Sun Life Quant Fund - Direct Plan with ₹ 2,027.06 crore, and UTI Quant Fund - Direct Plan with ₹ 1,643.67 crore. Together, there are 11 Thematic-Quant funds available in India.

What is the minimum amount to invest in Thematic-Quant funds?

You can start investing in Thematic-Quant funds with a minimum SIP of ₹100 per month or a minimum lumpsum of ₹100. The minimum investment varies across fund houses — some funds allow even lower entry points.

How are Thematic-Quant fund returns taxed?

Gains from Thematic-Quant funds held for less than 12 months are taxed at 20% (Short-Term Capital Gains). Gains on units held for 12 months or more are taxed at 12.5% (Long-Term Capital Gains), with ₹1.25 lakh per year being exempt per financial year. Dividends (IDCW) are taxed at your applicable income tax slab rate.

Which Thematic-Quant funds have the lowest expense ratio?

Among Thematic-Quant funds, Nippon India Quant Fund - Direct Plan has the lowest expense ratio at 0.53% (Direct Plan), followed by DSP Quant Fund - Direct Plan at 0.55%. Lower expense ratios directly improve your net returns over the long term.

How many Thematic-Quant mutual funds are available in India?

There are currently 11 Thematic-Quant mutual funds available in India across different fund houses. You can compare all 11 funds on Sharpely based on returns, risk, AUM, and expense ratio to find the one that suits your investment goals.

mutual funds category

Thematic Quant

Thematic-Quant Funds

Total Schemes

No. of schemes

Total AUM

₹ 0.12Lakh Cr

As on latest

Category Return (5Y)

14.08 %

CAGR

Benchmark

12.29%

NIFTY 500 TRI

Category Returns (%)

Period	1M	6M	1Y	3Y CAGR	5Y CAGR	10Y CAGR	YTD
Thematic-Quant	-0.10 %	-3.74 %	2.11 %	15.40 %	14.08 %	14.73 %	-4.31 %
Benchmark	-0.98 %	-5.95 %	-0.83 %	13.55 %	12.29 %	13.90 %	-5.75 %

Top Thematic-Quant Funds (by AUM)

Fund Name	AUM (₹ Cr)	1Y Return	3Y CAGR	5Y CAGR	Expense Ratio
SBI Quant Fund - Direct PlanNAV: ₹9.71	3,146.21 Cr	2.18%	-	-	0.88%
Aditya Birla Sun Life Quant Fund - Direct PlanNAV: ₹10.06	2,027.06 Cr	8.59%	-	-	0.71%
UTI Quant Fund - Direct PlanNAV: ₹10.26	1,643.67 Cr	-1.86%	-	-	0.71%
Quant Quantamental Fund - Direct PlanNAV: ₹27.00	1,569.13 Cr	12.63%	21.57%	20.82%	0.79%
360 ONE Quant Fund - Direct PlanNAV: ₹19.26	879.56 Cr	-2.88%	19.61%	-	0.72%
Axis Quant Fund - Direct PlanNAV: ₹16.77	822.99 Cr	1.88%	11.76%	-	0.82%
DSP Quant Fund - Direct PlanNAV: ₹21.95	784.74 Cr	0.76%	8.95%	8.07%	0.55%
Kotak Quant Fund - Direct PlanNAV: ₹14.85	506.82 Cr	3.28%	-	-	1.18%
Motilal Oswal Quant Fund - Direct PlanNAV: ₹10.19	246.69 Cr	-1.03%	-	-	0.83%
ICICI Prudential Quant Fund - Direct PlanNAV: ₹22.76	149.91 Cr	-1.25%	13.99%	12.30%	1.77%
Nippon India Quant Fund - Direct PlanNAV: ₹75.94	111.89 Cr	0.85%	16.51%	15.13%	0.53%

Thematic-Quant vs Other Categories

5Y CAGR Return Comparison

14.21%

14.18%

14.08%

13.21%

13.17%

International

Thematic

Thematic-Quant

Thematic-Consumption

ELSS

Key Insights

Thematic-Quant delivered 14.08% CAGR over the last 5 years.

It ranks #16 out of 24 categories based on 5Y performance.

Below the category average return of 15.13%.

15 categories outperform it, while 8 categories have lower returns.

Top performer: Thematic-PSU (24.47%).

Lowest performer: Sectoral-Technology (8.85%).

Let's have a closer look

Now let us jump and check about these top 15 mutual fund schemes.

SBI Quant Fund - Direct Plan

Fund Performance: The SBI Quant Fund - Direct Plan comes under the Equity category of SBI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in SBI Quant Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 3,146.21Cr

1Y Returns

2.18%

Expense Ratio

0.88%

Aditya Birla Sun Life Quant Fund - Direct Plan

Fund Performance: The Aditya Birla Sun Life Quant Fund - Direct Plan 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 Plan via lump sum is ₹ 500.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 500.00

AUM

₹ 2,027.06Cr

1Y Returns

8.59%

Expense Ratio

0.71%

UTI Quant Fund - Direct Plan

Fund Performance: The UTI Quant Fund - Direct Plan comes under the Equity category of UTI Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in UTI Quant Fund - Direct Plan via lump sum is ₹ 1,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 1,643.67Cr

1Y Returns

-1.86%

Expense Ratio

0.71%

Quant Quantamental Fund - Direct Plan

Fund Performance: Quant Quantamental Fund - Direct Plan has given 21.57% annualized returns in the past three years and 20.82% in the last 5 years. The Quant Quantamental Fund - Direct Plan comes under the Equity category of Quant Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Quant Quantamental Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 1,000.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 1,569.13Cr

1Y Returns

12.63%

Expense Ratio

0.79%

360 ONE Quant Fund - Direct Plan

Fund Performance: 360 ONE Quant Fund - Direct Plan has given 19.61% annualized returns in the past three years. The 360 ONE Quant Fund - Direct Plan 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 Plan via lump sum is ₹ 1,000.00 and via SIP is ₹ 1,000.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 879.56Cr

1Y Returns

-2.88%

Expense Ratio

0.72%

Axis Quant Fund - Direct Plan

Fund Performance: Axis Quant Fund - Direct Plan has given 11.76% annualized returns in the past three years. The Axis Quant Fund - Direct Plan comes under the Equity category of Axis Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Axis Quant Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 822.99Cr

1Y Returns

1.88%

Expense Ratio

0.82%

DSP Quant Fund - Direct Plan

Fund Performance: DSP Quant Fund - Direct Plan has given 8.95% annualized returns in the past three years and 8.07% in the last 5 years. The DSP Quant Fund - Direct Plan comes under the Equity category of DSP Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in DSP Quant Fund - Direct Plan via lump sum is ₹ 100.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 100.00

AUM

₹ 784.74Cr

1Y Returns

0.76%

Expense Ratio

0.55%

Kotak Quant Fund - Direct Plan

Fund Performance: The Kotak Quant Fund - Direct Plan comes under the Equity category of Kotak Mahindra Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Kotak Quant Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 506.82Cr

1Y Returns

3.28%

Expense Ratio

1.18%

Motilal Oswal Quant Fund - Direct Plan

Fund Performance: The Motilal Oswal Quant Fund - Direct Plan 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 Plan via lump sum is ₹ 500.00 and via SIP is ₹ 500.00.

Min Investment Amt

₹ 500.00

AUM

₹ 246.69Cr

1Y Returns

-1.03%

Expense Ratio

0.83%

ICICI Prudential Quant Fund - Direct Plan

Fund Performance: ICICI Prudential Quant Fund - Direct Plan has given 13.99% annualized returns in the past three years and 12.30% in the last 5 years. The ICICI Prudential Quant Fund - Direct Plan 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 Plan via lump sum is ₹ 1,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 1,000.00

AUM

₹ 149.91Cr

1Y Returns

-1.25%

Expense Ratio

1.77%

Nippon India Quant Fund - Direct Plan

Fund Performance: Nippon India Quant Fund - Direct Plan has given 16.51% annualized returns in the past three years and 15.13% in the last 5 years. The Nippon India Quant Fund - Direct Plan comes under the Equity category of Nippon India Mutual Fund.

Minimum Investment Amount: The minimum amount required to invest in Nippon India Quant Fund - Direct Plan via lump sum is ₹ 5,000.00 and via SIP is ₹ 100.00.

Min Investment Amt

₹ 5,000.00

AUM

₹ 111.89Cr

1Y Returns

0.85%

Expense Ratio

0.53%