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Best Quant Equity Mutual Funds

With a history spanning more than 20 years, Quant Mutual Fund is one of India’s largest and oldest mutual funds. Its investment products are distributed across various asset types. As of March 2021, the average quarterly assets under management of this AMC stood at Rs.721.48 crore. 

This AMC currently offers more than 10 mutual fund schemes spread across equity, debt, and hybrid fund categories. In addition, they include the best quant equity mutual funds.

An equity fund is a financial instrument that bears the potential of delivering high inflation-beating returns to its investors. They invest most of the corpus in equity shares or stocks listed on stock exchanges like NSE or BSE. These companies belong to varying market capitalisations. 

With most of their investments belonging to the equity domain, the top quant equity mutual funds are accompanied by a certain degree of market risk. However, this risk factor also makes them capable of yielding substantial returns. 

One of the most significant benefits of equity MFs is they spread investments across various stocks. It mitigates the risk of realising massive losses should one company perform poorly. By way of mutual funds, losses from one share price falling are offset by another’s price climbing up. Thus, they are less risky than direct investments in stocks. 

Moving on, equity mutual funds are classified into different kinds premised on market capitalisation or sectoral preference. They contain large-cap, micro-cap, multi-cap, small-cap, mid-cap, and thematic funds. 

While carrying out the investments, the best quant equity mutual funds follow a particular mandate. This implies that large-cap schemes would not make investments in small-cap organisations, and thematic equity schemes would make investments in equities around a specific theme.

Based on investment style, there are two types of equity funds – active and passive. The former is where fund managers actively buy and sell securities to generate maximum risk-adjusted returns. The latter tracks a specific stock market index like Nifty Next 50 or Sensex. 

The best quant equity mutual funds invest a minimum of 65% corpus in equity shares, while the remaining 35% might be invested in money-market or debt instruments. This, in turn, helps address the redemption requests made by investors effectively. 

More than 8 equity fund schemes are featured in this AMC’s current offerings.

Taxability

Knowing the facts illustrated above about the best quant equity mutual funds can prove to be highly helpful, but investors must also be familiar with the taxability involved.

TDS: A 10% TDS will apply to dividends above Rs.5000, according to Section 194K. 

Long-term Capital Gains Tax: On redeeming equity fund units after a holding period of 1 year or more, an investor earns long-term capital gains (LTCG). Such gains are exempt from taxation till they are within a limit of Rs.1 lakh in a financial year. An LTCG tax at a 10% rate applies to any amount above this limit.

Short-term Capital Gains Tax:  By selling equity fund units within a 1 year holding period, an investor earns short-term capital gains (STCG). It attracts a 15% tax, notwithstanding the sum.

Factors to Consider Before Investing

Besides being familiar with the taxability applicable to the top quant equity mutual funds, an investor must note the below-mentioned parameters.

Expense ratio: It is the fee mutual fund houses charge for managing a scheme. The fee for record-keeping and that of the fund manager is also included here. 

Risk appetite: Before diving into the investment part, one must note that a substantial level of risk comes with an equity mutual fund. One may want to compare the associated risk levels of the best quant equity mutual fund. Large-cap funds involve the least risk among other equity MF subtypes. Micro-cap and thematic funds are the riskiest options. Reviewing this will let investors select a scheme that aligns with their investment objective. 

Method of investment: One can invest in the best quant equity mutual funds 2021 in fixed periodic deposits via SIP. Or else, they can invest the entire sum at once through the lump-sum method. The former offers benefits like rupee-cost averaging, whereas the latter method can be used to buy a greater number of units when NAV runs low. 

Scheme’s past performance: Prospective investors can consider reviewing the past performance of a scheme prior to deciding. Studying their returns under different market conditions can be useful in determining a fund’s risk and liquidity management capacities. However, previous performance is seldom a guarantee of its future returns. 

While venturing into the investment domain for the first time, budding investors might find it difficult to choose a suitable scheme from the best quant equity mutual funds. In such cases, having basic knowledge about mutual funds and using this article as a reference would enable them to sail through the investment process with ease.

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List of Escorts Mutual Funds in India

Fund NameCategoryRisk1Y ReturnsRatingFund Size(in Cr)
Quant Small Cap FundEquityVery High5.6%5₹2,870
Quant Tax Plan FundEquityVery High6.5%5₹2,506
Quant Large and Mid Cap FundEquityVery High11.6%5₹549
Quant Liquid FundDebtLow to Moderate5.2%5₹1,481
Quant Active FundEquityVery High5.2%--₹3,544
Quant Focused FundEquityVery High9.5%5₹197
Quant Mid Cap FundEquityVery High13.5%5₹1,330
Quant Absolute FundHybridVery High10.6%5₹950
Quant Infrastructure FundEquityVery High7.5%5₹854
Quant Multi Asset FundHybridVery High11.9%5₹530
View All

Let's have a closer look

Now let us jump and check about these top 10 mutual fund schemes.

Quant Small Cap Fund Direct Plan Growth

Fund Performance: The Quant Small Cap Fund has given 48.82% annualized returns in the past three years and 23.6% in the last 5 years. The Quant Small Cap Fund belongs to the Equity category of Quant Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Quant Small Cap Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹2,870Cr
1Y Returns5.6%

Quant Tax Plan Direct Growth

Fund Performance: The Quant Tax Plan Fund has given 35.73% annualized returns in the past three years and 20.89% in the last 5 years. The Quant Tax Plan Fund belongs to the Equity category of Quant Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Quant Tax Plan Fund via lump sum is ₹500 and via SIP is ₹500.

Min Investment Amt₹500
AUM₹2,506Cr
1Y Returns6.5%

Quant Large and Mid Cap Fund Direct Growth

Fund Performance: The Quant Large and Mid Cap Fund has given 23.29% annualized returns in the past three years and 13.58% in the last 5 years. The Quant Large and Mid Cap Fund belongs to the Equity category of Quant Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Quant Large and Mid Cap Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹549Cr
1Y Returns11.6%

Quant Liquid Direct Plan Growth

Fund Performance: The Quant Liquid Fund has given 4.88% annualized returns in the past three years and 5.88% in the last 5 years. The Quant Liquid Fund belongs to the Debt category of Quant Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Quant Liquid Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹1,481Cr
1Y Returns5.2%

Quant Active Fund Direct Growth

Fund Performance: The Quant Active Fund has given 32% annualized returns in the past three years and 19.78% in the last 5 years. The Quant Active Fund belongs to the Equity category of Quant Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Quant Active Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹3,544Cr
1Y Returns5.2%

Quant Focused Fund Direct Growth

Fund Performance: The Quant Focused Fund has given 21.51% annualized returns in the past three years and 12.52% in the last 5 years. The Quant Focused Fund belongs to the Equity category of Quant Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Quant Focused Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹197Cr
1Y Returns9.5%

Quant Mid Cap Fund Direct Growth

Fund Performance: The Quant Mid Cap Fund has given 32.55% annualized returns in the past three years and 19.43% in the last 5 years. The Quant Mid Cap Fund belongs to the Equity category of Quant Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Quant Mid Cap Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹1,330Cr
1Y Returns13.5%

Quant Absolute Fund Direct Growth

Fund Performance: The Quant Absolute Fund has given 28.21% annualized returns in the past three years and 17.82% in the last 5 years. The Quant Absolute Fund belongs to the Hybrid category of Quant Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Quant Absolute Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹950Cr
1Y Returns10.6%

Quant Infrastructure Fund Direct Growth

Fund Performance: The Quant Infrastructure Fund has given 36.2% annualized returns in the past three years and 18.87% in the last 5 years. The Quant Infrastructure Fund belongs to the Equity category of Quant Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Quant Infrastructure Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹854Cr
1Y Returns7.5%

Quant Multi Asset Fund Direct Growth

Fund Performance: The Quant Multi Asset Fund has given 29.97% annualized returns in the past three years and 20.97% in the last 5 years. The Quant Multi Asset Fund belongs to the Hybrid category of Quant Mutual Funds.

Minimum Investment Amount: The minimum amount required to invest in Quant Multi Asset Fund via lump sum is ₹5,000 and via SIP is ₹1,000.

Min Investment Amt₹5,000
AUM₹530Cr
1Y Returns11.9%

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