The average 1 year return of Quant Mutual Funds is 41.83 % for regular funds and 43.19 % for direct funds. The average 3 year return is 17.57 % for regular funds and 18.92 % for direct funds. The average 1 year SIP return is 16.39 % for regular funds and 17.58 % for direct funds. The average 3 year SIP return is 24.84 % for regular funds and 26.2 % for direct funds. The average Sharpe Ratio is 0.89 and the average Standard Deviation is 13.04%.
Find the best Quant Mutual Funds for September 2024. Dive into detailed performance metrics, historical data, and comprehensive insights to help you make informed investment decisions.
| Fund Name | BMSMONEY Rank | Rating | 1Y (R) | 3Y (R) | 5Y (R) | 7Y (R) | 10Y (R) | 1Y (D) | 3Y (D) | 5Y (D) | 7Y (D) | 10Y (D) | Std. Dev. | Max Drawdown | VaR 1Y 95% | Jensen's Alpha | Beta | Sortino Ratio | Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Quant Quantamental Fund | |
47.17% | 29.70% | % | % | % | 49.11% | 31.74% | % | % | % | 15.66% | -10.40% | -17.17% | 13.52% | 1.02 | 0.88 | 1.53 | |
| Nippon India Quant Fund | |
43.94% | 20.95% | 23.27% | 16.80% | 14.23% | 44.70% | 21.68% | 24.10% | 17.60% | 14.85% | 13.31% | -10.57% | -12.86% | 5.27% | 1.00 | 0.63 | 1.12 | |
| Icici Prudential Quant Fund | |
36.52% | 15.89% | % | % | % | 37.33% | 16.64% | % | % | % | 10.61% | -10.28% | -12.11% | 3.86% | 0.79 | 0.49 | 0.96 | |
| Axis Quant Fund | |
38.69% | 15.76% | % | % | % | 40.77% | 17.65% | % | % | % | 12.50% | -14.49% | -13.03% | 1.36% | 0.91 | 0.42 | 0.79 | |
| Tata Quant Fund | |
27.29% | 14.27% | % | % | % | 29.23% | 16.15% | % | % | % | 12.76% | -14.81% | -15.49% | 0.75% | 0.87 | 0.35 | 0.68 | |
| Dsp Quant Fund | |
28.44% | 8.85% | 17.32% | % | % | 29.37% | 9.65% | 18.18% | % | % | 13.42% | -18.22% | -14.70% | -6.42% | 0.96 | 0.14 | 0.25 |
Return Calculated On: 11 October 2024
Ratios Calculated On: 30 September 2024
Performance Indicators
LumpSum Investment Value Chart
SIP vs Lumpsum Investment (R) Chart
SIP vs Lumpsum Investment (D) Chart
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Dsp Quant Fund | 15,412.80 | 12,743.52 | 46,429.20 | 46,103.11 | 133,374.00 | 91,601.22 | ||||||
| ICICI Prudential Quant Fund | 16,382.40 | 13,059.32 | 56,034.00 | 50,945.44 | ||||||||
| iifl quant fund | 18,596.40 | 13,542.26 | ||||||||||
| Kotak Quant Fund | 18,913.20 | 13,484.99 | ||||||||||
| Motilal Oswal Quant Fund | ||||||||||||
| quant Quantamental Fund | 17,660.40 | 12,706.51 | 78,541.20 | 58,304.45 | ||||||||
| Nippon India Quant Fund | 17,272.80 | 13,120.45 | 63,694.80 | 54,545.44 | 170,754.00 | 115,859.88 | 249,043.20 | 185,170.86 | 453,960.00 | 310,910.04 | 1,122,300.00 | 627,307.74 |
| Tata Quant Fund | 15,274.80 | 12,816.30 | 53,722.80 | 49,726.01 | ||||||||
| Axis Quant Fund | 16,642.80 | 12,835.18 | 55,843.20 | 50,751.50 | ||||||||
| Fund Name | 1Y Invested Amount: 12,000 |
3Y Invested Amount: 36,000 |
5Y Invested Amount: 60,000 |
7Y Invested Amount: 84,000 |
10Y Invested Amount: 1,20,000 |
15Y Invested Amount: 1,80,000 |
||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | LumpSum | SIP | |
| Dsp Quant Fund | 15,524.40 | 12,795.86 | 47,455.20 | 46,652.87 | 138,330.00 | 93,541.14 | ||||||
| ICICI Prudential Quant Fund | 16,479.60 | 13,103.71 | 57,128.40 | 51,472.26 | ||||||||
| iifl quant fund | 18,837.60 | 13,648.79 | ||||||||||
| Kotak Quant Fund | 18,963.60 | 13,511.11 | ||||||||||
| Motilal Oswal Quant Fund | ||||||||||||
| quant Quantamental Fund | 17,893.20 | 12,805.37 | 82,303.20 | 59,852.77 | ||||||||
| Nippon India Quant Fund | 17,364.00 | 13,160.00 | 64,857.60 | 55,064.92 | 176,622.00 | 118,048.14 | 261,374.40 | 190,294.78 | 478,992.00 | 322,595.16 | ||
| Tata Quant Fund | 15,507.60 | 12,927.54 | 56,412.00 | 51,061.36 | ||||||||
| Axis Quant Fund | 16,892.40 | 12,946.60 | 58,626.00 | 52,100.89 | ||||||||
| Fund Name | VaR 1 Y 95% | Max Drawdown % | Average Drawdown % | Standard Deviation % | Semi Deviation % |
|---|---|---|---|---|---|
| Dsp Quant Fund |
-14.70 | -18.22 | -5.30 | 13.42 | 9.02 |
| Icici Prudential Quant Fund |
-12.11 | -10.28 | -4.73 | 10.61 | 7.68 |
| Quant Quantamental Fund |
-17.17 | -10.40 | -4.13 | 15.66 | 10.83 |
| Nippon India Quant Fund |
-12.86 | -10.57 | -3.87 | 13.31 | 9.24 |
| Tata Quant Fund |
-15.49 | -14.81 | -5.26 | 12.76 | 8.96 |
| Axis Quant Fund |
-13.03 | -14.49 | -5.31 | 12.50 | 8.70 |
| Fund Name | Sharpe Ratio | Sortino Ratio | Sterling ratio | Hurst Index | Jensen’s Alpha | Beta | R2 | Treynor Ratio | Modigliani2 Measure | Active Return |
|---|---|---|---|---|---|---|---|---|---|---|
| Dsp Quant Fund |
0.25
|
0.14
|
0.37
|
0.43
|
-6.42
|
0.96 |
0.85
|
|
0.89
|
-7.0757
|
| Icici Prudential Quant Fund |
0.96
|
0.49
|
0.88
|
0.35
|
3.86
|
0.79 |
0.91
|
|
1.60
|
0.2044
|
| Quant Quantamental Fund |
1.53
|
0.88
|
1.59
|
0.41
|
13.52
|
1.02 |
0.71
|
|
2.13
|
13.8616
|
| Nippon India Quant Fund |
1.12
|
0.63
|
1.11
|
0.37
|
5.27
|
1.00 |
0.93
|
|
1.76
|
5.2781
|
| Tata Quant Fund |
0.68
|
0.35
|
0.65
|
0.39
|
0.75
|
0.87 |
0.77
|
|
1.32
|
-1.4444
|
| Axis Quant Fund |
0.79
|
0.42
|
0.71
|
0.39
|
1.36
|
0.91 |
0.88
|
|
1.44
|
-0.1114
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dsp Quant Fund |
0.01%
|
0.12%
|
-0.32%
|
6.60%
|
%
|
28.44%
|
8.85%
|
17.32%
|
%
|
%
|
%
|
| ICICI Prudential Quant Fund |
0.31%
|
0.09%
|
-0.13%
|
5.10%
|
%
|
36.52%
|
15.89%
|
%
|
%
|
%
|
%
|
| iifl quant fund |
0.24%
|
0.88%
|
-0.71%
|
1.94%
|
%
|
54.97%
|
%
|
%
|
%
|
%
|
%
|
| Kotak Quant Fund |
0.64%
|
0.35%
|
3.40%
|
2.70%
|
%
|
57.61%
|
%
|
%
|
%
|
%
|
%
|
| Motilal Oswal Quant Fund |
0.72%
|
1.42%
|
-0.33%
|
4.52%
|
%
|
%
|
%
|
%
|
%
|
%
|
%
|
| quant Quantamental Fund |
-0.03%
|
-0.62%
|
-2.39%
|
-3.13%
|
%
|
47.17%
|
29.70%
|
%
|
%
|
%
|
%
|
| Nippon India Quant Fund |
0.07%
|
0.66%
|
1.69%
|
4.10%
|
%
|
43.94%
|
20.95%
|
23.27%
|
16.80%
|
14.23%
|
12.98%
|
| Tata Quant Fund |
-0.20%
|
-0.83%
|
-0.49%
|
3.86%
|
%
|
27.29%
|
14.27%
|
%
|
%
|
%
|
%
|
| Axis Quant Fund |
0.64%
|
1.10%
|
0.58%
|
3.88%
|
%
|
38.69%
|
15.76%
|
%
|
%
|
%
|
%
|
| Fund Name | 1D | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | 15Y |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dsp Quant Fund |
0.01%
|
0.13%
|
-0.25%
|
6.80%
|
%
|
29.37%
|
9.65%
|
18.18%
|
%
|
%
|
%
|
| ICICI Prudential Quant Fund |
0.30%
|
0.09%
|
-0.09%
|
5.29%
|
%
|
37.33%
|
16.64%
|
%
|
%
|
%
|
%
|
| iifl quant fund |
0.24%
|
0.90%
|
-0.60%
|
2.30%
|
%
|
56.98%
|
%
|
%
|
%
|
%
|
%
|
| Kotak Quant Fund |
0.64%
|
0.35%
|
3.41%
|
2.79%
|
%
|
58.03%
|
%
|
%
|
%
|
%
|
%
|
| Motilal Oswal Quant Fund |
0.72%
|
1.43%
|
-0.31%
|
4.59%
|
%
|
%
|
%
|
%
|
%
|
%
|
%
|
| quant Quantamental Fund |
-0.03%
|
-0.59%
|
-2.28%
|
-2.80%
|
%
|
49.11%
|
31.74%
|
%
|
%
|
%
|
%
|
| Nippon India Quant Fund |
0.08%
|
0.68%
|
1.74%
|
4.25%
|
%
|
44.70%
|
21.68%
|
24.10%
|
17.60%
|
14.85%
|
%
|
| Tata Quant Fund |
-0.19%
|
-0.80%
|
-0.36%
|
4.26%
|
%
|
29.23%
|
16.15%
|
%
|
%
|
%
|
%
|
| Axis Quant Fund |
0.60%
|
1.16%
|
0.71%
|
4.32%
|
%
|
40.77%
|
17.65%
|
%
|
%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Dsp Quant Fund |
11.64%
|
16.71%
|
16.93%
|
%
|
%
|
%
|
| ICICI Prudential Quant Fund |
16.69%
|
23.86%
|
%
|
%
|
%
|
%
|
| iifl quant fund |
24.55%
|
%
|
%
|
%
|
%
|
%
|
| Kotak Quant Fund |
23.61%
|
%
|
%
|
%
|
%
|
%
|
| Motilal Oswal Quant Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| quant Quantamental Fund |
11.05%
|
33.90%
|
%
|
%
|
%
|
%
|
| Nippon India Quant Fund |
17.68%
|
28.89%
|
26.64%
|
22.17%
|
18.10%
|
15.19%
|
| Tata Quant Fund |
12.80%
|
22.10%
|
%
|
%
|
%
|
%
|
| Axis Quant Fund |
13.10%
|
23.58%
|
%
|
%
|
%
|
%
|
| Fund Name | 1 Year | 3 Year | 5 Year | 7 Year | 10 Year | 15 Year |
|---|---|---|---|---|---|---|
| Dsp Quant Fund |
12.47%
|
17.55%
|
17.78%
|
%
|
%
|
%
|
| ICICI Prudential Quant Fund |
17.41%
|
24.61%
|
%
|
%
|
%
|
%
|
| iifl quant fund |
26.31%
|
%
|
%
|
%
|
%
|
%
|
| Kotak Quant Fund |
24.04%
|
%
|
%
|
%
|
%
|
%
|
| Motilal Oswal Quant Fund |
%
|
%
|
%
|
%
|
%
|
%
|
| quant Quantamental Fund |
12.62%
|
35.91%
|
%
|
%
|
%
|
%
|
| Nippon India Quant Fund |
18.32%
|
29.59%
|
27.42%
|
22.94%
|
18.78%
|
%
|
| Tata Quant Fund |
14.58%
|
24.03%
|
%
|
%
|
%
|
%
|
| Axis Quant Fund |
14.88%
|
25.50%
|
%
|
%
|
%
|
%
|