Question 1

Which funds are similar to DSP Quant Fund Direct-Growth?

Accepted Answer

Funds similar to DSP Quant Fund Direct-Growth in the Equity: Thematic-Quant category include SBI Quant Fund Direct-Growth, Aditya Birla Sun Life Quant Fund Direct-Growth, and Quant Quantamental Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of DSP Quant Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis DSP Quant Fund Direct-Growth is ranked 6 out of 6 funds in the Equity: Thematic-Quant category as of 16 Jul 2026. On a 5-year return basis it ranks 5 out of 5. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does DSP Quant Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

DSP Quant Fund Direct-Growth has an expense ratio of 1.15%. The peers SBI Quant Fund Direct-Growth has an expense ratio of 1.60% and Aditya Birla Sun Life Quant Fund Direct-Growth has 1.06%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does DSP Quant Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

DSP Quant Fund Direct-Growth has an AUM of ₹764.67 crore. The peers SBI Quant Fund Direct-Growth has an AUM of ₹3,001.39 crore and Aditya Birla Sun Life Quant Fund Direct-Growth has ₹2,033.34 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Equity: Thematic-Quant?

Accepted Answer

The top performing fund in the Equity: Thematic-Quant category on a 3-year basis is Quant Quantamental Fund Direct-Growth with a CAGR of 19.32% as of 16 Jul 2026. DSP Quant Fund Direct-Growth has delivered 7.58% CAGR over the same period, ranking 6 out of 6 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does DSP Quant Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, DSP Quant Fund Direct-Growth has a Sharpe ratio of 0.18 compared to the Equity: Thematic-Quant average of 0.53 as of 16 Jul 2026. It ranks 6 out of 6 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	-0.99%	1.07%	8 / 11
3Y Return	+7.58%	13.88%	6 / 6
5Y Return	+7.34%	13.29%	5 / 5
10Y Return	—	14.69%	—

DSP Quant Fund Direct-Growth

Similar Funds

Funds in Equity: Thematic-Quant

Funds Tracking BSE 200 Total Return Index

Frequently Asked Questions

Funds in Equity: Thematic-Quant

Funds Tracking BSE 200 Total Return Index

Frequently Asked Questions