Quant Mutual fund performance review ( 1Y, 3Y, 5Y, 10Y and returns since launch)

Introduction

Quant Mutual Fund refers to an Indian asset management company (AMC) that follows a quantitative and model-driven investment approach. Unlike traditional mutual funds that rely largely on fund managers’ discretion, Quant Mutual Fund uses data analytics, macroeconomic indicators, and proprietary quantitative models to make investment decisions. These models guide stock selection, sector allocation, and portfolio rebalancing in response to changing market conditions.

Importantly, “quant” is not a separate category defined by SEBI. It represents an investment style, while all Quant schemes operate within existing SEBI-prescribed mutual fund categories.

Quant Mutual Fund’s equity offerings span a wide range of SEBI-defined categories, covering diversified, factor-based, and sectoral strategies. Its diversified equity schemes include Quant Large Cap Fund, Quant Large and Mid Cap Fund, Quant Flexi Cap Fund, Quant Multi Cap Fund, Quant Mid Cap Fund, Quant Small Cap Fund, Quant Value Fund, and Quant ELSS Tax Saver Fund.

In addition, the AMC offers several sectoral and thematic funds, including Quant BFSI Fund, Quant Consumption Fund, Quant Infrastructure Fund, Quant Commodities Fund, Quant PSU Fund, Quant Healthcare Fund, Quant Manufacturing Fund, and Quant Technology Fund.

Quant also manages strategy-oriented and factor-based funds like the Quant ESG Integration Strategy Fund, Quant Quantamental Fund, Quant Momentum Fund, Quant Business Cycle Fund, and Quant Focused Fund.

This blog focuses exclusively on the equity-oriented schemes of Quant Mutual Fund and aims to analyze and compare the performance of all Quant equity funds across multiple time horizons—1-year, 3-year, 5-year, 10-year (where available), and returns since launch.

All return data used in this study has been sourced from AMFI.

1-Year Performance Comparison of Quant Mutual Fund Equity Schemes (CY 2025)

• Over the last year (calendar year 2025), most Quant Mutual Fund equity schemes underperformed their respective benchmarks, reflecting a challenging phase for the fund house.

• Several diversified equity funds across large-cap, mid-cap, small-cap, flexi-cap, and multi-cap categories reported muted or negative returns, trailing their benchmarks.

• Only the Quant BFSI Fund outperformed the benchmark.

• The 1-year data highlights that quantitative strategies can experience short-term underperformance, even if they may deliver different outcomes over longer investment horizons.

• Investors should therefore interpret the 2025 performance in the context of cyclicality and higher volatility, rather than as a standalone indicator of long-term effectiveness.

3-Year Performance Comparison of Quant Mutual Fund Equity Schemes (CY 2025)

• Several diversified schemes, such as Quant Large Cap Fund, Quant Flexi Cap Fund, Quant Focused Fund, and Quant ELSS Tax Saver Fund, have generated mid-teen returns, broadly tracked their respective benchmarks, but slightly underperformed in most cases.

• Only Quant Quantamental, large-cap fund, and the Value fund managed to outperform the benchmark 

5-Year Performance Comparison of Quant Mutual Fund Equity Schemes (CY 2025)

• Over the 5-year period, Quant Mutual Fund equity schemes have delivered strong, consistent outperformance relative to their respective benchmarks across most categories.

• Mid-cap and small-cap oriented funds stand out, with the Quant Small Cap Fund and Quant Mid Cap Fund generating significantly higher returns than their benchmarks, reflecting the effectiveness of Quant’s quantitative strategy in capturing long-term growth trends.

• Unlike the short-term underperformance observed in the 1-year period and 3-year period, the 5-year data highlights the long-term strength of Quant Mutual Fund’s investment framework.

10-Year Performance Comparison of Quant Mutual Fund Equity Schemes (CY 2025)

• Over the 10-year investment horizon, Quant Mutual Fund equity schemes have delivered strong long-term returns, with most funds outperforming or closely matching their respective benchmarks.

• Diversified equity funds such as the Quant Flexi Cap Fund, Quant ELSS Tax Saver Fund, Quant Infrastructure Fund, and Quant Large & Mid Cap Fund have shown clear benchmark outperformance, highlighting consistency across long market cycles.

• Mid-cap and small-cap oriented funds display robust double-digit returns, though the degree of outperformance varies, reflecting higher cyclicality and risk inherent in these segments.

• Overall, the long-term performance supports the conclusion that Quant Mutual Fund’s quantitative strategies tend to reward investors who remain invested through full market cycles, rather than those focused on short-term outcomes.

Return since launch Performance Comparison of Quant Mutual Fund Equity Schemes (CY 2025)

• Of the 21 equity schemes analyzed, only 6 funds have underperformed their benchmarks, while the remaining 15 have generated superior returns, indicating the broad-based long-term effectiveness of Quant’s investment approach.

• Diversified equity funds such as Large Cap, Large & Mid Cap, Flexi Cap, Multi Cap, Mid Cap, and Small Cap Funds show consistent double-digit returns since launch, reinforcing long-term portfolio stability despite interim volatility.

• The contrast between short-term underperformance (1-year) and long-term outperformance (since launch) underscores a key characteristic of Quant Mutual Fund’s quantitative, model-driven strategy: it may experience short-term deviations but has historically rewarded patient investors over longer holding periods.

• Overall, the return data since launch suggest that Quant Mutual Fund’s equity strategies have been effective across full market cycles, with underperformance limited to a minority of schemes.

Conclusion

Overall, the performance review of Quant Mutual Fund’s equity schemes across 1-year, 3-year, 5-year, 10-year, and return-since-launch horizons highlights the cyclical nature of quantitative investing. While short-term performance in 2025 has been weak, with most funds underperforming their benchmarks over the 1-year and, to some extent, the 3-year period, the medium- to long-term data tells a different story. Over 5- and 10-year horizons, a majority of Quant’s equity schemes have delivered strong benchmark outperformance, particularly in mid-, small-, and diversified-cap categories.

This trend becomes even clearer in the return-since-launch analysis, where 15 out of 21 funds have outperformed their benchmarks, underscoring the effectiveness of Quant’s model-driven investment framework across full market cycles. The overall evidence suggests that Quant Mutual Fund’s strategies are not designed for short-term consistency, but rather for long-term capital appreciation, making them more suitable for investors with patience, higher risk tolerance, and a long investment horizon who can stay invested through periods of volatility and temporary underperformance.