Quant PSU IDCW-P

Empty

1–7 yearsInvestment Horizon

HNI,MATarget Segments

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Performance and Risk Analysis

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

Risk Profile

Standard Deviation28.4%

Sharpe Ratio-0.09

Strategy Details

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

Portfolio Holdings Overview

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

Treps 01-Oct-2026 Depo 10Utilities14.85%

Bharat Heavy Electricals LtdCapital Goods9.97%

Life Insurance Corporation of IndiaFinancial Services9.96%

NHPC Ltd.Utilities9.81%

Adani Green Energy LtdUtilities9.77%

LIC Housing Finance LtdFinancial Services9.75%

PTC India LtdUtilities9.30%

Container Corporation of India LtdCapital Goods9.25%

Cochin Shipyard LtdCapital Goods8.15%

Power Finance Corp LtdFinancial Services6.36%

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 12 years. Manages 157 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

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.

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.

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

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.

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.

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.

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.

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.

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

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.

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.

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.

Firm Overview

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)3.57%

Regulatory & Tax Information

INF966L01DR8

ISIN

DailyDealing Frequency

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

STCG | <1Year 20%%

Tax Implications (India)