ALL YOU NEED TO KNOW ABOUT QUANT BASED MUTUAL FUNDS

What are Quant Based Funds?

These are semi active funds where fund managers take decisions based on a set of factors and rules.

Types of Quant Funds

Single Factor Funds – Usually based on valuation factors like PE, P/BV Multi Factor Funds – Usually based on Valuation and Technical analysis

Benefits & Risks of Quant Funds

No Human Bias Process Driven approach Scalability Risk of Blackbox approach

Quant Based Funds in India

Axis Quant Fund

AUM (in Rs crs) | 1,390 No. of stocks in  portfolio | 51 1 Year Returns | 4.03% 3 Year Returns | NA 5 Year Returns | NA

DSP Quant Fund

AUM (in Rs crs) | 1,340 No. of stocks in  portfolio | 44 1 Year Returns | -1.31% 3 Year Returns | 18.90% 5 Year Returns | NA

ICICI Prudential Quant Fund

AUM (in Rs crs) | 65 No. of stocks in  portfolio | 34 1 Year Returns | 5.16% 3 Year Returns | NA 5 Year Returns | NA

IIFL Quant Fund

AUM (in Rs crs) | 100 No. of stocks in  portfolio | 36 1 Year Returns | 9.41% 3 Year Returns | NA 5 Year Returns | NA

Nippon India Quant Fund

AUM (in Rs crs) | 33 No. of stocks in  portfolio | 35 1 Year Returns | 7.80% 3 Year Returns | 19.28% 5 Year Returns | 11.33%

Quant Quantamental Fund

AUM (in Rs crs) | 83 No. of stocks in  portfolio | 23 1 Year Returns | 20.72% 3 Year Returns | NA 5 Year Returns | NA

Tata Quant Fund

AUM (in Rs crs) | 45 No. of stocks in  portfolio | 30 1 Year Returns | 1.41% 3 Year Returns | NA 5 Year Returns | NA

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