Compare Mutual Funds

Insights from Fund Comparison

• Both Groww Value Fund (IDCW-M) and Quant Value Fund - Direct (G) are Value Fund, Equity schemes. Groww Value Fund (IDCW-M) is 9 yrs 1 m old and manages ₹66.14 Crs, whereas Quant Value Fund - Direct (G) is 4 yrs 4 m old with ₹1,602.38 Crs.
• Groww Value Fund (IDCW-M) is older, but Quant Value Fund - Direct (G) is larger — suggesting that while Groww Value Fund (IDCW-M) has more experience, Quant Value Fund - Direct (G) may be attracting recent investor interest.
• Groww Value Fund (IDCW-M) has its top 3 sectors in Banks (22.45%), Finance (6.50%), and Telecom-Service (4.56%), while Quant Value Fund - Direct (G) focuses on Power Generation & Distribution (16.95%), Finance (16.13%), and Insurance (13.92%).
• The funds share exposure to Finance, but differ in the rest, which means they will partially move together but may diverge depending on how the unique sectors perform.
• Groww Value Fund (IDCW-M) holds CCIL (16.89%), HDFC Bank Limited (6.28%), State Bank of India (5.71%), ICICI Bank Limited (5.64%), and Bharti Airtel Limited (4.56%), whereas Quant Value Fund - Direct (G) holds TREPS 02-Mar-2026 DEPO 10 (20.87%), Life Insurance Corporation Of India (9.36%), Piramal Finance Ltd (9.29%), Adani Green Energy Limited (8.19%), and Adani Enterprises Limited (7.49%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, Groww Value Fund (IDCW-M) has 79.55% equity and 0.00% debt, while Quant Value Fund - Direct (G) has 72.74% equity and 6.26% debt.
• Groww Value Fund (IDCW-M) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• Groww Value Fund (IDCW-M) showed short-term strength over 6 Months (returns: -9.81%), outperforming Quant Value Fund - Direct (G) by 4.81%. However, other periods (3 Months, 1 Year, 3 Years, 5 Years, returns: -12.61%, -0.58%, 13.96%, 11.30% ) lagged behind, suggesting this could be a temporary upswing. Monitor for sustained momentum before making long-term decisions.