Two funds walk into a table. Only the numbers talk.
Quant Value Fund vs Axis Value Fund
Pick two or three funds. We’ll tell you in plain words which grew faster, which was calmer, which costs less and what your money would have become. Figures are for the Direct plan, Growth option, where a fund has one.
- AQuant Value Fund
quant Mutual Fund- Value Fund
- Direct plan
- Very High Risk
NAV ₹23.57 on 13 Nov 2026
- BAxis Value Fund
Axis Mutual Fund- Value Fund
- Direct plan
- Very High Risk
NAV ₹22.24 on 13 Nov 2026
The short version
Who comes out ahead on each measure, over the 3 years all of them have been around.
Grew faster
BAxis Value Fund
Axis Value Fund returned 18.9% a year over 3 years, against 18.6% for Quant Value Fund. ₹1 lakh invested 3 years ago would be about ₹1.68 Lakh today, against ₹1.67 Lakh.
Smoother ride
BAxis Value Fund
Axis Value Fund swung the least: about 14.2% a year either way, against 19.1% for Quant Value Fund. Lower means fewer scary days.
Fell less in a crash
BAxis Value Fund
At its worst, Axis Value Fund fell 20.2% from its peak, against 24% for Quant Value Fund. On ₹1 lakh, that's a dip to ₹75,972 at the bottom for Quant Value Fund. Could you have held on?
More consistent
BAxis Value Fund
Pick any day in the past and hold for a year: Axis Value Fund ended up in profit 95% of the time, against 81% for Quant Value Fund.
What your money would have become
The same amount, put into each fund on the same day.
The dashed line is the ₹10,000 you put in. Above it is profit, below it is loss.
- AQuant Value Fund₹16,457 from ₹10,000(18.1% a year)
- BAxis Value Fund₹16,560 from ₹10,000(18.4% a year)
A one-time ₹10,000 put in 3 years ago, valued at the latest NAV. This is what happened, not what will.
Strengths and watch-outs
Each fund judged against its own category, and against a 5-year SBI FD at 6.05%.
AQuant Value Fund
- Strength: Ahead of its category: 18.6% a year over 3 years, against a category average of 13.5%
- Strength: In the top quarter of its category over 3 years (#2 of 20)
- Strength: Beat a 5-year SBI FD: 18.6% a year over 3 years, against 6.05%
- Watch out: Swings more than most funds in its category
BAxis Value Fund
- Strength: Ahead of its category: 15.8% a year over 5 years, against a category average of 12.1%
- Strength: In the top quarter of its category over 5 years (#1 of 16)
- Strength: Beat a 5-year SBI FD: 15.8% a year over 5 years, against 6.05%
All the numbers
The stronger figure in each row is marked Best. Under each return is the fund’s rank in its category and the category average.
| Measure | AQuant Value Fund | BAxis Value Fund |
|---|---|---|
| ReturnsHow much the fund grew. Beyond a year, this is per year (annualised). | ||
| 1 yearLast 12 months, the most noisy figure | 10.4%Best#2 of 21 · avg 2% | 8.4%#3 of 21 · avg 2% |
| 3 yearsPer year, over a full market mood swing | 18.6%#2 of 20 · avg 13.5% | 18.9%Best#1 of 20 · avg 13.5% |
| 5 yearsPer year, the fairest single test | – | 15.8%#1 of 16 · avg 12.1% |
| RiskHow bumpy the ride was. This is what decides whether you stay invested. | ||
| Ups and downsVolatility: how far it swings in a typical year. Lower is calmer | 19.1%category avg 14.6% | 14.2%Bestcategory avg 14.6% |
| Worst fallThe biggest drop from a peak in 10 years. Lower is better | −24%category avg −30.1% | −20.2%Bestcategory avg −30.1% |
| Best 12 monthsIts strongest year | 84%Best | 57.3% |
| Worst 12 monthsIts weakest year | -14% | -6.1%Best |
| Odds of a gainShare of all 1-year holding periods that ended in profit | 81% | 95%Best |
| Cost and sizeThe fee comes out of your returns every year, whether the fund does well or not. | ||
| Expense ratioYearly fee. Lower keeps more for you | 0.91%Best | 0.94% |
| Fund sizeMoney managed (AUM). Neither better nor worse | ₹1,917 Cr | ₹1,836 Cr |
| Minimum SIPSmallest monthly amount | ₹1,000 | ₹100Best |
| Lock-inTime before you can withdraw | None | None |
“Best” is not a recommendation: a fund that returned more usually took more risk to do it.
Which one fits you?
There is no best fund, only a better fit for what you need the money to do.
AQuant Value Fund
Might suit you if…
- you prefer its fund house or approach. On these numbers it is not the stand-out on any one measure
BAxis Value Fund
Might suit you if…
- you want the stronger long-run growth and can sit through sharper falls
- a smoother ride matters more to you than the top return
- you may need the money at short notice and want better odds of being in profit