Quant Value Fund delivered a 22.0% return over the last six months, leading the value mutual fund category. This performance surpassed peers like Aditya Birla SL Value Fund and Axis Value Fund. Investors should note that performance varies across timeframes, making it important to review long-term consistency alongside short-term gains.
Detailed Coverage
Quant Value Fund has secured the leading position in the value mutual fund category, recording a 22.0% return over the past six months. This data, reported by ACE MF as of July 27, 2026, highlights a significant lead over competitors in the same segment. For context, Aditya Birla SL Value Fund delivered an 8.2% return, while Axis Value Fund posted 4.8% during the same period. This comparison is limited to funds with assets under management, or the total size of the fund, exceeding Rs 1,500 crore.
Beyond the six-month performance, the fund has shown consistent results against its benchmark index. Over a one-year period, the fund outperformed its benchmark by 17.0 percentage points, as the benchmark saw a decline of 2.3%. In the three-year category, the fund also stayed ahead, outpacing the benchmark’s 8.2% return by 12.8 percentage points. Such data helps investors understand how the fund manager's strategy has translated into results relative to the broader market index over extended periods.
However, performance rankings for mutual funds can shift depending on the time horizon reviewed. For instance, while Quant Value Fund leads in longer-term metrics, data for the most recent one-month period shows Axis Value Fund at the top with a 1.5% return. Quant Value Fund regained its position in the three-month performance rankings with a 5.9% return. These fluctuations are common in mutual fund investing and suggest that investors should focus on consistent performance across multiple time intervals rather than relying on a single timeframe.
When looking at the size of these funds, HDFC Value Fund manages the largest corpus among the top five funds, with assets totaling Rs 7,583.3 crore. Other schemes, such as HDFC Value Fund and DSP Value Fund, also feature among the top performers by six-month returns, with 4.3% and 3.1% respectively. When evaluating these options, it is essential to compare funds with similar investment mandates, as value funds specifically seek to invest in stocks that may be undervalued by the market. Future performance will depend on the manager's ability to maintain these returns amid changing market conditions, as past performance does not guarantee future results.