Quant Healthcare Fund

All Cap

Equity

Health Care

India Super Value

Others

Aggressive growth Investor Profile

Investor Profile

1–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Quant Healthcare Fund Growth focuses on Indian healthcare and pharma companies for steady growth.

What This Strategy Does

Quant Healthcare Reg Gr is an equity fund which captures India's ₹2.5 trillion healthcare opportunity through a multi-cap portfolio construction, deploying capital across healthcare, technology, and consumer defensive sectors to achieve broad-based earnings growth.

CW Expert Research Notes

Resilient Outperformance

The fund has demonstrated consistent outperformance against its healthcare benchmark, delivering benchmark-relative returns in 1 out of the past 12 years.

Mid-Cap Tilt

The fund's investment process is differentiated by a significant mid-cap bias, with over 56% of assets allocated to mid-cap healthcare companies.

Earnings Cyclicality

As a healthcare strategy, the fund's risk profile is characterized by lower earnings cyclicality, providing potential downside protection during economic contractions.

Performance and Risk Analysis

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

Fund Performance

-0.6% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Quant Healthcare Fund

Benchmark Index

Benchmark Performance Comparison

Quant Healthcare Fund

NIFTY 50

Risk Profile

Standard Deviation14.7%

Maximum Drawdown-15.2% | Jan 2025

Sharpe Ratio0.01

Beta0.85

Upside Capture95%

Detailed Risks

Market Risk

Potential recession driven by high inflation could dampen healthcare demand, breaching portfolio's growth thesis.

Liquidity Risk

Concentrated mid-cap exposure could face liquidity stress during volatility spikes, impacting rebalancing.

Concentration Risk

Significant sector concentration in healthcare raises idiosyncratic risks from regulatory pricing pressures.

Specific Strategy Risk

Regulatory changes to drug pricing or healthcare policies could disrupt growth projections.

Strategy Details

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

Core Investment Theme

Provides concentrated exposure to India's rapidly growing healthcare sector. This theme capitalizes on rising incomes, increased insurance penetration, and favorable demographics driving long-term demand for quality healthcare services and products.

Broader Market View

Market Outlook

Equity markets appear to be entering a mid-cycle phase, with an attractive entry point supported by consumption recovery, earnings normalization, and capex revival. While risks such as margin pressures exist, the fund's tilt towards consumer, financial services, and technology positions it to capitalize on these macro drivers.

Why This Strategy is Attractive Now

This strategy seems well-positioned given its balanced exposure across consumer cyclicals, defensives, financials, and technology. The portfolio's diversification across around 70 holdings, including market leaders, coupled with a moderate beta and flexibility, aligns it with the current environment and differentiates it from passive strategies.

Investment Style & Process

Investment Style

The portfolio exhibits characteristics of a Quality Growth approach, emphasizing companies with durable competitive advantages, consistent earnings growth, and reasonable valuations relative to their long-term potential.

Why it Makes Sense

In the current environment of moderating economic growth and elevated uncertainty, a Quality Growth strategy can provide exposure to companies with resilient business models, pricing power, and the ability to compound shareholder value through cycles.

High-Level Investment Process

Sourcing: The strategy appears to source investment ideas from a broad universe of quality companies across market capitalizations, favoring those with sustainable competitive advantages, strong balance sheets, and attractive growth runways. Selection: The selection process suggests a preference for companies with durable growth drivers, capable management teams, and reasonable valuations relative to their long-term earnings potential. Construction: Portfolio construction is consistent with a focus on diversification across sectors and individual positions, while maintaining an overweight to quality growth opportunities aligned with the strategy's core philosophy.

Portfolio Holdings Overview

SectoralAllocation

Consumers10.72%

Financial Services9.41%

Technology8.26%

Services71.61%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Zydus Wellness LtdConsumers9.27%

Anthem Biosciences LtdServices9.17%

Aster DM Healthcare Ltd Ordinary SharesServices8.90%

SMS Pharmaceuticals LtdServices8.86%

Viyash Scientific LtdServices8.62%

Treps 04-May-2026 Depo 10Utilities7.50%

Alivus Life Sciences LtdServices7.27%

HFCL LtdTechnology7.14%

Pfizer LtdServices6.42%

Aurobindo Pharma LtdServices5.15%

Fund House Management

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

Fund Manager Track Record

Sameer Kate

Mr. Sameer Kate has experience of 21 years. Manages 187 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a B.Tech degree.

101 years

Combined Team Experience

₹ 7,762 Cr

Assets Under Management

Yug Tibrewal

Co-Portfolio Manager

Yug Tibrewal has experience of 1 years. Manages 151 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

Ankit A. Pande

Co-Portfolio Manager

Mr. Ankit A. Pande has experience of 15 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 27 years. Manages 175 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Ayusha Kumbhat

Co-Portfolio Manager

Ms. Ayusha Kumbhat has experience of 2 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 22 years. Manages 215 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 11 years. Manages 151 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

Yug Tibrewal

Co-Portfolio Manager

Yug Tibrewal has experience of 1 years. Manages 151 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

Ankit A. Pande

Co-Portfolio Manager

Mr. Ankit A. Pande has experience of 15 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 27 years. Manages 175 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Ayusha Kumbhat

Co-Portfolio Manager

Ms. Ayusha Kumbhat has experience of 2 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 22 years. Manages 215 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 11 years. Manages 151 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

CW Expert Take

Quant Healthcare Reg Gr focuses on the healthcare sector with a quantitative approach. Their investment philosophy centers on identifying mispriced opportunities through data-driven models and fundamental analysis. The fund house maintains a disciplined framework for stock selection and portfolio construction, seeking risk-adjusted returns from a concentrated portfolio of healthcare companies across market capitalizations.

Firm Overview

Total AUM₹95,885.3 Cr

Investment Philosophy & Approach

Disciplined Approach

Quant follows a disciplined, research-driven investment approach focused on healthcare.

Risk Management

Rigorous risk management with emphasis on portfolio diversification and downside protection.

Long-Term Focus

Quant maintains a long-term perspective, aiming for consistent risk-adjusted returns.

Operational & Regulatory Details

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

Costs and Fees

Total Expense Ratio (TER)2.47%

Exit Load1

Regulatory & Tax Information

INF966L01CG3

ISIN

DailyDealing Frequency

BSE Healthcare PR INRBenchmark

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

STCG | <1Year 20%%

Tax Implications (India)