Quant Value Fund has outperformed peers with a 23.3% three-year annualised return, leading the value mutual fund category. This data highlights its performance against competitors like HSBC Value Fund and Axis Value Fund for schemes with over ₹1,500 crore in assets. Investors should note that performance can vary significantly across different time periods.
Quant Value Fund has emerged as the leading performer in the value-oriented mutual fund category over a three-year period, according to data available as of July 6, 2026. The fund delivered a compound annual growth rate (CAGR) of 23.3%, positioning it well ahead of peers in this space. For this performance analysis, only funds with a minimum of ₹1,500 crore in assets under management were considered.
In comparison, other notable funds in the category showed different performance levels. HSBC Value Fund recorded an 18.8% CAGR over the same three-year timeframe, while Axis Value Fund followed with an 18.0% return. While Quant Value Fund leads in the three-year category, HSBC Value Fund currently manages the largest corpus among the top five qualifying funds, with its assets valued at approximately ₹14,547.7 crore.
Outperforming Benchmarks
A key aspect of the fund's recent performance is its ability to beat its benchmark index. Over the last three years, Quant Value Fund delivered returns 14.2 percentage points higher than its benchmark, which saw a return of 9.1%. This trend remained consistent over a one-year period, during which the fund posted a 16.9% return, significantly outperforming the benchmark's negative return of 2.9%.
However, it is important for investors to recognize that rankings can change depending on the time horizon reviewed. For instance, while Quant Value Fund dominated the long-term charts, Axis Value Fund showed strength in the short term, leading the category with a 4.6% return over the past month. Additionally, while Quant Value Fund delivered a robust 25.1% return over the last three months, shorter-term market volatility often leads to shifting rankings among top-performing funds.
Investors looking at these figures should consider that value funds often employ different strategies to pick stocks that may be undervalued by the market. Past performance is a useful indicator of how a fund manager has navigated market cycles, but it does not guarantee future results. When evaluating these funds, individuals may want to look beyond just the CAGR and also examine the fund's expense ratio, the consistency of the investment strategy, and how the fund has performed during market downturns compared to its peers.