Quant Healthcare Gr

All Cap

Equity

Health Care

India Super Value

Others

Emotionally driven

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.

Performance and Risk Analysis

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

Fund Performance

1.9% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Quant Healthcare Gr

Benchmark Index

Benchmark Performance Comparison

Quant Healthcare Fund

NIFTY 50

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation15.2%

Maximum Drawdown-15.2% | Jan 2025

Sharpe Ratio0.56

Beta0.94

Upside Capture95%

Strategy Details

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

Core Investment Theme

Provides targeted 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.

Portfolio Holdings Overview

SectoralAllocation

Consumers11.61%

Capital Goods0.41%

Technology9.82%

Services78.17%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Treps 03-Aug-2026 Depo 10Utilities11.59%

Future on Divi's Laboratories LtdUtilities9.93%

GlaxoSmithKline Pharmaceuticals LtdServices9.93%

Concord Biotech LtdServices9.66%

Zydus Wellness LtdConsumers9.33%

Aster DM Quality Care Ltd Ordinary SharesServices9.25%

Future on Glenmark Pharmaceuticals LtdUtilities9.21%

HFCL LtdTechnology7.89%

SMS Pharmaceuticals LtdServices7.27%

Alivus Life Sciences LtdServices7.19%

Fund House Management

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

Fund Manager Track Record

Sanjeev Sharma

Lead Portfolio Manager

Mr. Sanjeev Sharma has experience of 23 years. Manages 221 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr Holds a M.B.A. degree.

Sameer Kate

Co-Portfolio Manager

Mr. Sameer Kate has experience of 22 years. Manages 194 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 1 years. Manages 152 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

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

Ayusha Kumbhat

Co-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.

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.

Sameer Kate

Co-Portfolio Manager

Mr. Sameer Kate has experience of 22 years. Manages 194 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 1 years. Manages 152 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

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

Ayusha Kumbhat

Co-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.

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.

CW Expert Take

Quant Healthcare Reg Gr focuses on the healthcare sector with a quantitative approach. Their investment philosophy centers on systematic stock selection models that identify quality growth opportunities. The fund house maintains a disciplined process, combining fundamental insights with quantitative frameworks to construct concentrated portfolios in this high-conviction space.

103 years

Combined Team Experience

₹ 7,762 Cr

Assets Under Management

Firm Overview

AMCQuant Money Managers Limited

Total AUM₹95,885.3 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

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

Costs and Fees

Total Expense Ratio (TER)3.14%

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)