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quant Mutual Fund

Quant Dynamic Asset Allocation Fund

quant Mutual Fund · Direct plan · Growth

3-year returns
13.6%
a year
NAV
₹17.18
▲ 1.15% · 18 Sept 2026
Fund size
₹852 Cr
Expense ratio
1.56%
a year
Minimum SIP
₹1,000

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹16.32 and has returned 11.92% a year over 3 years.

Returns, and where it stands

Against the average balanced advantage fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year-0.7%1.3%behind27 of 36
3 years13.6%9.3%ahead1 of 30
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.3%-0.5%
3 months-1.2%-1.6%
6 months5.8%5.1%
1 year-0.7%-2.2%
2 yearsp.a.-1.7%-3.1%
3 yearsp.a.13.6%11.9%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Apr 2023.

Plan

NAV history

▼ 0.75% in the last 1Y

15.216.417.618 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹13,502
XIRR (per year)
4.77%
Value today
₹1,93,502

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
14.3% a year
5.9% more than the category average — the bumpier side
Worst fall so far
−18.4%
Sept 2024 to Mar 2025.
Years that made money
79.2%
Of every one-year stretch it has been through.
Over any three years
12.4% to 20.2%
A year, at worst and at best. Typically 17.2%.

Fund details

Minimum lumpsum
₹5,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
13 Apr 2023
Expense ratio
1.56%
as of 31 Jul 2026

Managed by Sanjeev Sharma, Ankit A. Pande, Sandeep Tandon, Varun Pattani, Sameer Kate, Ayusha Kumbhat, Yug Tibrewal

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Quant Dynamic Asset Allocation Fund against other funds in the Balanced Advantage Fund category
Fund1Y3Y5YExpenseFund size
Quant Dynamic Asset Allocation Fund-0.75%13.58%1.56%₹852 Cr
Baroda BNP Paribas Balanced Advantage Fund4.9%11.6%10.96%0.74%₹5,343 Cr
WhiteOak Capital Balanced Advantage Fund2.71%11.57%0.84%₹2,302 Cr
Aditya Birla Sun Life Balanced Advantage Fund5.65%11.5%10.22%0.59%₹10,125 Cr
Axis Balanced Advantage Fund1.4%11.15%9.41%1.07%₹3,836 Cr
HDFC Balanced Advantage Fund-1.03%10.99%14.2%0.76%₹1,07,296 Cr
Mahindra Manulife Balanced Advantage Fund3.28%10.94%0.88%₹923 Cr

About Quant Dynamic Asset Allocation Fund

Quant Dynamic Asset Allocation Fund is a balanced advantage fund managed by quant Mutual Fund. Change the mix of equity and debt dynamically, usually buying more equity when markets are cheap and less when they are expensive.

The primary investment objective of the scheme is to provide capital appreciation by investing in equity and equity related instruments including derivatives and debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

The scheme's stated objective, as published by quant Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth Option₹17.1822151713
DirectIDCW Option₹17.176151712
RegularGrowth Option₹16.3167151714
RegularIDCW Option₹16.3182151715

Frequently asked questions

What is the NAV of Quant Dynamic Asset Allocation Fund today?

The NAV of Quant Dynamic Asset Allocation Fund (Direct plan, Growth) is ₹17.1822 and the Regular plan NAV is ₹16.3167, as of 18 Sept 2026.

What returns has Quant Dynamic Asset Allocation Fund given?

Over the last year the Direct plan returned -0.75%, and 13.58% a year over 3 years. That places it 1 of 30 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Quant Dynamic Asset Allocation Fund?

The Direct plan charges 1.56% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Quant Dynamic Asset Allocation Fund?

You can start a monthly SIP with ₹1,000, or invest a lump sum of ₹5,000 or more.

How much has Quant Dynamic Asset Allocation Fund fallen in the past?

Its deepest fall was 18.4% from 27 Sept 2024 to 4 Mar 2025. Of every one-year stretch in its history, 79% ended in a gain.

Which category does Quant Dynamic Asset Allocation Fund belong to?

It is a Balanced Advantage Fund from quant Mutual Fund. Change the mix of equity and debt dynamically, usually buying more equity when markets are cheap and less when they are expensive.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Quant Dynamic Asset Allocation Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.