Quant Manufacturing Fund

All Cap

Diversified

Equity

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 Manufacturing Fund Growth focuses on Indian industrial and manufacturing companies for growth.

What This Strategy Does

Quant Manufacturing Reg Gr is an equity fund which captures India's industrial renaissance through a multi-cap portfolio deploying capital across industrials, basic materials, and healthcare to achieve broad-based earnings growth.

CW Expert Research Notes

Earnings Resilience

The strategy has demonstrated earnings resilience, outperforming the benchmark in 10 of the past 12 years, highlighting its ability to deliver consistent outcomes across market cycles.

Cyclical Tilt

The portfolio's overweight exposure to industrials and basic materials sectors, coupled with a mid-cap bias, positions it to capitalize on the potential recovery in capital expenditure and manufacturing activity.

Valuation Opportunity

With a cash-rich balance sheet and a focus on quality franchises trading at reasonable valuations, the strategy could benefit from an earnings recovery driven by pent-up demand and operating leverage.

Performance and Risk Analysis

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

Fund Performance

0.0% AnnuallyAlpha

+0.0% vs +0.0% benchmarkSince Inception

+0.0% vs +0.0% benchmark3Y Annualized

+0.0% vs +0.0% benchmark5Y Annualized

Quant Manufacturing Fund

Benchmark Index

Benchmark Performance Comparison

Quant Manufacturing Fund

NIFTY 50

Risk Profile

Standard Deviation29.6%

Sharpe Ratio0.24

Detailed Risks

Market Risk

Potential recession triggering demand contraction for manufacturing could undermine fund holdings, mitigated by diversification across sectors.

Liquidity Risk

High mid-cap exposure could face liquidity stress during volatility spikes, impacting rebalancing, partially offset by large-cap buffer.

Concentration Risk

Concentrated manufacturing exposure vulnerable to supply chain disruptions or input cost pressures, diversification limits downside impact.

Specific Strategy Risk

Regulatory changes impacting manufacturing incentives or labor policies could pressure earnings, mitigated by rigorous policy monitoring.

Strategy Details

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

Core Investment Theme

Captures India's manufacturing renaissance through a diversified portfolio of companies driving the country's industrial transformation. This multi-cap approach provides exposure across the manufacturing value chain—from raw materials to finished goods—capitalizing on domestic consumption trends and global supply chain shifts.

Broader Market View

Market Outlook

Equity markets appear to be entering a mid-cycle phase, with consumption and earnings recovery gaining traction. This normalization backdrop, supported by trends like reviving capex and credit growth, offers an attractive entry point. However, risks such as margin pressures and cyclicality in sectors like consumer discretionary and industrials warrant a balanced approach.

Why This Strategy is Attractive Now

The strategy seems well-positioned to capitalize on the current environment through its diversified exposure across consumer, financial, and technology sectors. The portfolio's holdings in market leaders combined with a flexible, risk-adjusted approach appears aligned with the mid-cycle dynamics. With around 70 holdings, the strategy offers a blend of growth and defensive qualities.

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 across a mix of large and mid-cap market segments.

Why it Makes Sense

In the current environment of moderating economic growth and elevated uncertainty, a focus on quality businesses with pricing power, recurring revenue streams, and strong balance sheets can provide downside protection while participating in secular growth opportunities.

High-Level Investment Process

Sourcing: The strategy appears to source investment candidates through a combination of quantitative screening for quality metrics and fundamental research into long-term business drivers and competitive positioning. Selection: Security selection likely emphasizes companies with sustainable competitive advantages, healthy balance sheets, attractive growth runways, and reasonable valuations relative to growth prospects. Construction: Portfolio construction suggests an emphasis on diversification across sectors and market capitalizations while allowing high-conviction ideas to establish meaningful weights.

Portfolio Holdings Overview

SectoralAllocation

Consumers19.02%

Services19.17%

Financial Services0.61%

Energy & Infra11.49%

Utilities11.52%

Capital Goods29.88%

Technology8.32%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Adani Enterprises LtdEnergy & Infra9.84%

Bharat Heavy Electricals Ltd 26/05/2026Utilities9.07%

Lloyds Metals & Energy LtdCapital Goods9.00%

Aurobindo Pharma LtdServices8.87%

Samvardhana Motherson International LtdConsumers8.26%

Zydus Wellness LtdConsumers8.03%

Adani Green Energy LtdUtilities8.02%

Treps 04-May-2026 Depo 10Utilities8.00%

Ador Welding LtdCapital Goods6.12%

Gujarat Themis Biosyn LtdServices5.41%

Fund House Management

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

Fund Manager Track Record

Varun Pattani

Mr. Varun Pattani has experience of 11 years. Manages 151 funds at Quant Money Managers Limited with an AUM of approximately ₹1,109 Cr

135 years

Combined Team Experience

₹ 7,762 Cr

Assets Under Management

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.

Sameer Kate

Co-Portfolio Manager

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.

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.

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.

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.

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

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.

Sameer Kate

Co-Portfolio Manager

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.

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.

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.

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.

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

CW Expert Take

Quant Manufacturing Reg Gr operates with a quantitative approach to equity investing. Their process-driven framework identifies opportunities across market caps and sectors, with a focus on manufacturing and industrials. The fund house maintains disciplined risk parameters while actively managing portfolios, combining fundamental insights with quantitative models to generate risk-adjusted returns.

Firm Overview

Total AUM₹95,885.3 Cr

Investment Philosophy & Approach

Disciplined Approach

The fund house follows a disciplined, research-driven investment approach.

Risk Management

Risk management is an integral part of the investment process.

Long-Term Focus

The fund house maintains a long-term investment horizon.

Operational & Regulatory Details

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

Costs and Fees

Total Expense Ratio (TER)2.42%

Exit Load1

Regulatory & Tax Information

INF966L01CN9

ISIN

DailyDealing Frequency

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

STCG | <1Year 20%%

Tax Implications (India)