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DSP Quant Fund - Regular Plan - Growth is an equity scheme managed by DSP Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 10.93%, with the bottom and top quartiles at 9.48% and 12.44% respectively. It has ranked in the top half of its category for 2 of the last 6 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.27% on assets of ₹785Cr. The fund is currently managed by Aparna Karnik, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 91% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HDFC BANK LIMITED | Financial Services | 7.56% |
| BHARTI AIRTEL LIMITED | Communication Services | 3.46% |
| Shriram Finance Limited | Financial Services | 3.23% |
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 3.14% |
| INFOSYS LIMITED | Technology | 2.98% |
| LARSEN AND TOUBRO LIMITED | Industrials | 2.94% |
| HCL TECHNOLOGIES LIMITED | Technology | 2.65% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 2.64% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 2.61% |
| BRITANNIA INDUSTRIES LIMITED | Consumer Defensive | 2.59% |
| INDUS TOWERS LIMITED | Communication Services | 2.59% |
| THE FEDERAL BANK LIMITED | Financial Services | 2.56% |
| CUMMINS INDIA LIMITED | Industrials | 2.52% |
| ITC LIMITED | Consumer Defensive | 2.48% |
| TORRENT POWER LIMITED | Utilities | 2.44% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 2.41% |
| TORRENT PHARMACEUTICALS LIMITED | Healthcare | 2.33% |
| MARICO LIMITED | Consumer Defensive | 2.33% |
| MUTHOOT FINANCE LIMITED | Financial Services | 2.31% |
| LUPIN LIMITED | Healthcare | 2.20% |
| HDFC ASSET MANAGEMENT COMPANY LTD | Financial Services | 2.17% |
| ZYDUS LIFESCIENCES LIMITED | Healthcare | 2.08% |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD | Financial Services | 2.06% |
| POLYCAB INDIA LIMITED | Industrials | 2.06% |
| ALKEM LABORATORIES LIMITED | Healthcare | 2.05% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 7 | 21.70% |
| Healthcare | 5 | 12.18% |
| Fast Moving Consumer Goods | — | 11.41% |
| Automobile and Auto Components | — | 11.17% |
| Information Technology | — | 10.91% |
| Capital Goods | — | 7.85% |
| Telecommunication | — | 7.59% |
| Metals & Mining | — | 5.18% |
| Construction | — | 2.94% |
| Power | — | 2.44% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -11.07% | 0.74% | 9.08% | 21.57% | 65.53% | 77.4% |
| 3Y | 4.47% | 9.48% | 10.93% | 12.44% | 20.77% | 100.0% |
| 5Y | 6.55% | 8.97% | 11.86% | 14.30% | 17.62% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 33.8% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| quant Quantamental Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹1,579 Cr | — | +19.64% | +18.92% | 5★ |
| Axis Quant Fund - Regular Plan - Growth | Axis Mutual Fund | ₹837 Cr | 2.51% | +9.82% | — | 4★ |
| Kotak Quant Fund - Regular Plan - Growth Option | Kotak Mahindra Mutual Fund | ₹507 Cr | 2.04% | — | — | 3★ |
| Aditya Birla Sun Life Quant Fund - Regular Growth | Aditya Birla Sun Life Mutual Fund | ₹2,027 Cr | 2.01% | — | — | 2★ |
| Motilal Oswal Quant Fund - Regular - Growth | Motilal Oswal Mutual Fund | ₹247 Cr | 0.94% | — | — | 1★ |
| SBI Quant Fund- Regular Plan- Growth | SBI Mutual Fund | ₹3,146 Cr | 1.94% | — | — | 1★ |
| UTI Quant Fund - Regular Plan - Growth Option | UTI Mutual Fund | ₹1,644 Cr | 2.04% | — | — | 2★ |