Quant BFSI

Empty

1–7 yearsInvestment Horizon

HNI,MATarget Segments

Empty

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Risk Profile

Standard Deviation20.0%

Maximum Drawdown-21.5% | Aug 2024

Sharpe Ratio0.36

Beta0.86

Upside Capture106%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Portfolio Holdings Overview

SectoralAllocation

Financial Services100%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Treps 01-Sep-2026 Depo 10Utilities17.41%

Capri Global Capital LtdFinancial Services10.13%

IDBI Bank LtdFinancial Services10.00%

Piramal Finance LtdFinancial Services9.53%

Life Insurance Corporation of IndiaFinancial Services9.16%

ICICI Prudential Asset Management Co LtdFinancial Services9.14%

Future on State Bank of IndiaUtilities9.01%

Union Bank of IndiaFinancial Services9.01%

Future on Kotak Mahindra Bank LtdUtilities6.79%

OnEMI Technology Solutions LtdFinancial Services5.09%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

Ayusha Kumbhat

Lead Portfolio Manager

Ms. Ayusha Kumbhat has experience of 3 years. Manages 151 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.Sc degree.

Sanjeev Sharma

Co-Portfolio Manager

Mr. Sanjeev Sharma has experience of 23 years. Manages 239 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Ankit A. Pande

Co-Portfolio Manager

Mr. Ankit A. Pande has experience of 16 years. Manages 181 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Sandeep Tandon

Co-Portfolio Manager

Mr. Sandeep Tandon has experience of 28 years. Manages 181 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Varun Pattani

Co-Portfolio Manager

Mr. Varun Pattani has experience of 12 years. Manages 157 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

Sameer Kate

Co-Portfolio Manager

Mr. Sameer Kate has experience of 22 years. Manages 212 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a B.Tech degree.

Yug Tibrewal

Co-Portfolio Manager

Yug Tibrewal has experience of 2 years. Manages 170 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

Sanjeev Sharma

Co-Portfolio Manager

Mr. Sanjeev Sharma has experience of 23 years. Manages 239 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Ankit A. Pande

Co-Portfolio Manager

Mr. Ankit A. Pande has experience of 16 years. Manages 181 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Sandeep Tandon

Co-Portfolio Manager

Mr. Sandeep Tandon has experience of 28 years. Manages 181 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Varun Pattani

Co-Portfolio Manager

Mr. Varun Pattani has experience of 12 years. Manages 157 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

Sameer Kate

Co-Portfolio Manager

Mr. Sameer Kate has experience of 22 years. Manages 212 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a B.Tech degree.

Yug Tibrewal

Co-Portfolio Manager

Yug Tibrewal has experience of 2 years. Manages 170 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

104 years

Combined Team Experience

₹ 7,762 Cr

Assets Under Management

Firm Overview

AMCQuant Money Managers Limited

Total AUM₹95,885.3 Cr

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)3.43%

Exit Load1%

Regulatory & Tax Information

INF966L01CA6

ISIN

DailyDealing Frequency

Nifty Financial Services TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)