MFIC › Sectors & industries › Quant & factor strategies
Quant & factor strategies mutual funds
29 actively managed thematic schemes and 0 index funds or ETFs whose names point to Quant & factor strategies, with the market index they follow. Returns from AMFI NAVs as of 27 Oct 2026.
Active schemes
29
Index funds & ETFs
0
Active: median 3Y CAGR
11.8%
Index & ETF: median 3Y CAGR
n/a
Active ahead of own benchmark TRI (3Y)
6 of 9
AUM of these schemes
₹28,698 cr
Portfolio holdings: not connected. MFIC does not yet read each fund house's monthly portfolio, so it cannot show which stocks these schemes own, how much of each scheme is actually in this sector, or how much they overlap with your diversified funds. Schemes are grouped by the sector or theme in their name; check the latest factsheet for current holdings.
Actively managed schemes Sectoral/Thematic category · Direct plans · alphabetical
| Scheme | 1Y return | 3Y CAGR | 5Y CAGR | Volatility | Max drawdown | 3Y vs own benchmark TRI | TER | AUM (₹ cr) |
|---|---|---|---|---|---|---|---|---|
| 360 ONE QUANT FUND 360 ONE Mutual Fund · Sectoral/Thematic · Direct | −9.5% | 13.1% | n/a | 18.5% | −22.4% | +3.4 pp | 1.11% | 741 |
| Aditya Birla Sun Life Quant Fund Aditya Birla Sun Life Mutual Fund · Sectoral/Thematic · Direct | −2.6% | n/a | n/a | n/a | −22.9% | n/a | 1.30% | 1,782 |
| Axis Momentum Fund Axis Mutual Fund · Sectoral/Thematic · Direct | −9.4% | n/a | n/a | n/a | −21.5% | n/a | 2.23% | 785 |
| Axis Quant Fund Axis Mutual Fund · Sectoral/Thematic · Direct | −7.9% | 6.9% | 6.6% | 17.0% | −23.0% | −2.3 pp | 2.72% | 730 |
| Bandhan Multi-Factor Fund Bandhan Mutual Fund · Sectoral/Thematic · Direct | −11.9% | n/a | n/a | n/a | −19.8% | n/a | 2.76% | 560 |
| DSP Quant Fund DSP Mutual Fund · Sectoral/Thematic · Direct | −9.6% | 6.2% | 3.5% | 14.7% | −32.7% | −3.5 pp | 1.12% | 690 |
| Franklin India Multi-Factor Fund Franklin Templeton Mutual Fund · Sectoral/Thematic · Direct | n/a | n/a | n/a | n/a | −13.8% | n/a | 1.14% | 576 |
| ICICI Prudential Active Momentum Fund ICICI Prudential Mutual Fund · Sectoral/Thematic · Direct | −2.3% | n/a | n/a | n/a | −11.7% | n/a | 1.82% | 1,953 |
| ICICI Prudential Equity Minimum Variance Fund ICICI Prudential Mutual Fund · Sectoral/Thematic · Direct | −8.1% | n/a | n/a | n/a | −14.0% | n/a | 1.86% | 2,378 |
| ICICI Prudential Quality Fund ICICI Prudential Mutual Fund · Sectoral/Thematic · Direct | −1.6% | n/a | n/a | n/a | −12.8% | n/a | 1.43% | 1,938 |
| ICICI Prudential QUANT FUND ICICI Prudential Mutual Fund · Sectoral/Thematic · Direct | −5.6% | 11.1% | 8.8% | 13.4% | −16.5% | +1.6 pp | 2.06% | 159 |
| Kotak Active Momentum Fund Kotak Mahindra Mutual Fund · Sectoral/Thematic · Direct | 0.0% | n/a | n/a | n/a | −13.6% | n/a | 1.53% | 1,495 |
| Kotak Quant Fund Kotak Mahindra Mutual Fund · Sectoral/Thematic · Direct | −8.4% | 11.8% | n/a | 17.9% | −22.3% | +1.5 pp | 1.78% | 405 |
| Motilal Oswal Active Momentum Fund Motilal Oswal Mutual Fund · Sectoral/Thematic · Direct | 14.5% | n/a | n/a | n/a | −16.6% | n/a | 3.04% | 1,429 |
| Motilal Oswal Quality Fund Motilal Oswal Mutual Fund · Sectoral/Thematic · Direct | n/a | n/a | n/a | n/a | n/a | n/a | 4.78% | 44 |
| Motilal Oswal Quant Fund Motilal Oswal Mutual Fund · Sectoral/Thematic · Direct | −9.3% | n/a | n/a | n/a | −26.7% | n/a | 1.67% | 228 |
| Nippon India Active Momentum Fund Nippon India Mutual Fund · Sectoral/Thematic · Direct | 0.6% | n/a | n/a | n/a | −12.6% | n/a | 1.29% | 592 |
| Nippon India Quant Fund Nippon India Mutual Fund · Sectoral/Thematic · Direct | −7.5% | 12.6% | 11.1% | 15.5% | −32.8% | +3.0 pp | 0.84% | 106 |
| NJ Momentum Fund NJ Mutual Fund · Sectoral/Thematic · Direct | n/a | n/a | n/a | n/a | −10.8% | n/a | 1.72% | 393 |
| quant Momentum Fund quant Mutual Fund · Sectoral/Thematic · Direct | 2.9% | n/a | n/a | n/a | −22.7% | n/a | 1.79% | 1,187 |
| quant Quantamental Fund quant Mutual Fund · Sectoral/Thematic · Direct | 2.3% | 14.5% | 17.3% | 18.7% | −23.3% | +4.8 pp | 1.56% | 1,450 |
| Samco Active Momentum Fund Samco Mutual Fund · Sectoral/Thematic · Direct | 12.0% | 14.4% | n/a | 17.8% | −25.0% | +3.8 pp | 2.01% | 745 |
| SBI Equity Minimum Variance Fund SBI Mutual Fund · Sectoral/Thematic · Direct | −9.9% | 6.3% | 7.4% | 14.9% | −33.0% | −1.2 pp | 0.51% | 192 |
| SBI Quality Fund SBI Mutual Fund · Sectoral/Thematic · Direct | n/a | n/a | n/a | n/a | −10.4% | n/a | 1.33% | 2,468 |
| SBI Quant Fund SBI Mutual Fund · Sectoral/Thematic · Direct | −10.7% | n/a | n/a | n/a | −17.8% | n/a | 1.60% | 2,527 |
| Sundaram Multi-Factor Fund Sundaram Mutual Fund · Sectoral/Thematic · Direct | −10.0% | n/a | n/a | n/a | −14.9% | n/a | 1.66% | 763 |
| Union Active Momentum Fund Union Mutual Fund · Sectoral/Thematic · Direct | 12.4% | n/a | n/a | n/a | −26.6% | n/a | 2.35% | 520 |
| UTI Quant Fund UTI Mutual Fund · Sectoral/Thematic · Direct | −7.3% | n/a | n/a | n/a | −14.5% | n/a | 1.09% | 1,330 |
| WhiteOak Capital Quality Equity Fund WhiteOak Capital Mutual Fund · Sectoral/Thematic · Direct | −8.3% | n/a | n/a | n/a | −16.4% | n/a | 1.03% | 535 |
"3Y vs own benchmark TRI" is the scheme's 3-year CAGR minus that of the total return index it is benchmarked to, as published by AMFI. Alphabetical order, not a ranking. Rolling returns and risk for this group
Questions
- How many mutual funds invest in Quant & factor strategies in India?
- MFIC finds 29 actively managed sectoral or thematic schemes and 0 index funds or ETFs whose names point to Quant & factor strategies (Direct plans; ETFs have a single plan), from AMFI's daily NAV file dated 27 Oct 2026.
- Does every scheme on this page hold only Quant & factor strategies stocks?
- Not necessarily. MFIC groups schemes by the sector or theme in the scheme name. SEBI requires sectoral and thematic schemes to keep at least 80% in their stated sector or theme, but the exact holdings come from each fund house's monthly portfolio, which MFIC does not yet read. Check the latest factsheet before relying on a scheme's exposure.
- Are sector funds riskier than diversified equity funds?
- A sector fund depends on one part of the economy, so its returns usually swing more than a diversified fund's and can lag for long periods. The volatility and maximum drawdown columns on this page show how much each scheme has moved in the past; past movements do not predict future ones.
Data & disclosure. Scheme list, categories and NAVs from AMFI; returns and risk calculated by MFIC from daily NAVs; benchmark TRI comparison and TER as published via AMFI; index levels and valuations from NSE. Sector and theme groups are MFIC's own grouping from scheme names, not an AMFI or SEBI classification, and holdings are not connected. Educational information, not investment advice or a recommendation to buy or sell. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance is not indicative of future performance. Integrato Financial Services Pvt. Ltd. is an AMFI-registered Mutual Fund Distributor (ARN-173155).
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