Quant mutual fund: In this article, we have talked about some of the top Quant mutual funds that have emerged as the best performers in their respective categories based on 10-year SIP returns. These 3 funds are: Quant Small Cap Fund, Quant Infrastructure Fund, and Quant ELSS Fund. Each of these schemes has delivered annualised SIP returns of 20 per cent over the last 10 years, with the Quant Small Cap Fund leading the list at 20.96%. A monthly SIP of Rs 10,000 in these funds would have grown to nearly Rs 40 lakh during this period.
On that note, take a look at the funds data, which includes the latest NAV, AUM, expense ratio, standard deviation, beta and more crucial details.
Quant mutual funds: Top 3 schemes with 20% CAGR in 10 years
Quant Small Cap Fund – Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: NIFTY Smallcap 250 TRI
- AUM: Rs 33,739 Cr (As on 30-Jun-2026)
- NAV: Rs 307.3631 (As on 08-Jul-2026)
- Expense Ratio: 0.58% (As on 30-Jun-2026)
- CAGR in 10 years: 20.78%
- Min. Investment: Rs 5,000
- Min. SIP Investment: Rs 1,000
- Sharpe Ratio: 0.80
- Standard Deviation: 18.06
- Beta: 0.90
Top 5 sector-wise holdings: Financial, Energy & Utilities, Healthcare, Consumer Discretionary and Materials.
Quant small cap mutual fund: SIP of Rs 10,000 would have grown to….
An investment of Rs 10,000 monthly SIP, an estimated total investment of Rs 12,00,000, would have grown to approximately Rs 40,22,841 in 10 years.
Quant Infrastructure Fund – Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: NIFTY Infrastructure TRI
- AUM: Rs 3,205 Cr ((As on 30-Jun-2026)
- NAV: Rs 45.5855 (As on 08-Jul-2026)
- Expense Ratio: 0.65% (As on 30-Jun-2026)
- CAGR in 10 years: 20.96%
- Minimum investment: Rs 5,000
- Minimum SIP: Rs 1,000
- Standard Deviation: 24.60
- Sharpe Ratio: 0.67
- Beta: 0.87
Top sector-wise holdings: Energy & Utilities, Industrials, Materials, Consumer Discretionary and Financial.
Quant Infrastructure Fund: SIP of Rs 10,000 would have grown to….
An investment of Rs 10,000 monthly SIP, an estimated total investment of Rs 12,00,000, would have grown to approximately Rs 40,70,480 in 10 years.
Quant ELSS Tax Saver Fund – Direct Plan
- Launch Date: 01-Jan-2013
- Benchmark: NIFTY 500 TRI
- AUM: Rs 13,070 Cr ((As on 30-Jun-2026)
- NAV: Rs 447.9041 (As on 08-Jul-2026)
- CAGR in 10 years: 20.39%
- Expense Ratio: 0.61% (As on 30-Apr-2026)
- Minimum investment: Rs 500
- Minimum SIP: Rs 500
- Standard Deviation: 18.44
- Sharpe Ratio: 0.70
- Beta: 1.12
(Source: Fund Fact Sheet)
Top 5 holdings: Adani Power, ICICI Bank, Reliance Ind, Samvardhana Motherson and Larsen & Toubro.
Top 5 sector-wise holdings: Energy & Utilities, Financial, Consumer Discretionary, Industrials and Technology.
Quant ELSS Tax Saver Fund: SIP of Rs 10,000 would have grown to….
An investment of Rs 10,000 monthly SIP, an estimated total investment of Rs 12,00,000, would have grown to approximately Rs 39,21,792 in 10 years.
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)