Quant Value Fund outperformed competitors over the past year with a 15.3% return, beating rivals like DSP and Aditya Birla SL Value funds. While the fund shows strong performance, investors should examine returns across different time frames, as leadership can change quickly in short-term periods.
Quant Value Fund has emerged as the top performer among value-oriented mutual funds based on one-year data, delivering a 15.3% compound annual growth rate as of July 7, 2026. This performance marks a significant lead over other value funds in the category, such as the DSP Value Fund and Aditya Birla Sun Life Value Fund, which recorded returns of 10.7% and 6.4% respectively during the same timeframe.
Comparing Fund Performance and Scale
When evaluating mutual fund performance, scale is a primary factor for many investors. The current data includes funds with at least Rs 1,500 crore in assets under management to ensure relevance. Within this group, the HDFC Value Fund manages the largest corpus at approximately Rs 7,313.7 crore. While size indicates the amount of capital managed, it does not guarantee higher returns, as demonstrated by the variance in performance metrics between these funds.
Quant Value Fund’s strategy has allowed it to significantly outpace its benchmark index. Over the last year, the fund outperformed its benchmark by 18.4 percentage points, specifically against a negative benchmark return of -3.1%. This gap remained positive over a three-year period, where the fund delivered a 23.0% cumulative return, consistently performing above the benchmark's 9.3% return.
Why Time Frames Matter for Investors
Performance leaders can shift depending on the time period measured. For example, while Quant Value Fund leads on a one-year basis, the HDFC Value Fund took the top spot for one-month returns with a 6.3% gain. Quant Value Fund regained its position as the leader over the three-month window, posting a return of 23.8%.
For investors, these fluctuations highlight the importance of looking beyond single-year or short-term figures. Relying on a single snapshot can be misleading, as market conditions often favor different investment styles at different times. Investors may track the fund's consistent performance across three-year and five-year windows rather than focusing solely on recent gains. Additionally, understanding the fund manager's underlying strategy and how it aligns with personal risk tolerance remains essential before making any changes to an investment portfolio.