- Mutual Funds
- Quant Mutual Fund
- Quant BFSI fund (Growth)
Quant BFSI fund (Growth)
₹ 12.5387
NAV (Nov 29)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.5387
NAV (Nov 29)
Fund Returns
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 24.9% |
6 Month CAGR | NA |
Scheme Information
The primary investment objective of the scheme is to generate consistent returns by investing in equity and equity related instruments of banking and financial services. However,there is no assurance that the investment objective of the Scheme will be achieved.
Expense Ratio | 2.39 |
Launched (0y ago) | Jun 21, 2023 |
AUM in Crores | 194.400 |
ISIN | INF966L01CA6 |
Lock-in | No Lock-in |
Benchmark | NIFTY Financial Services TR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quant BFSI fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
treps 01-nov-2023 depo 10
12.3%nca-net current assets
9.7%reliance industries ltd
9.4%crisil ltd
9.1%care ratings ltd
8.7%Allocation by Sector
financial services
68.6%energy
9.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,883 cr | ||
₹ 11,693 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Quant Money Managers Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
24.4% | 16.7% | ||
27.3% | 10.7% | ||
43.7% | 11.8% | ||
32.2% | 14.2% | ||
35.1% | 13.3% |
Quant BFSI fund (G) Review
Quant BFSI fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 24.9% over a period of 0 years. The fund is managed by Quant Money Managers Limited. The fund managers are Ankit A. Pande, Sandeep Tandon, Sanjeev Sharma, Vasav Sahgal.
Nav of Quant BFSI fund (G) as of 11/29/2023 is ₹12.54 with the total AUM as of 11/30/2023 is ₹194.4. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant BFSI fund (G) was launched on Jun 21, 2023. The category risk of the fund is Very High Risk.
The minimum SIP amount for Quant BFSI fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Quant BFSI fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NIFTY Financial Services TR.
Quant BFSI fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant BFSI fund (G).
Frequently Asked Questions
What is Quant BFSI fund (G)?
How to invest in Quant BFSI fund (G)?
You can invest in Quant BFSI fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Quant BFSI fund (G)?
The minimum sip amount for Quant BFSI fund (G) is ₹0. You can invest in multiples of ₹5000.
Is Quant BFSI fund (G) good to invest in?
As per Scripbox experts, Quant BFSI fund (G) is a Not Reviewed Yet fund. You can investQuant BFSI fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Quant BFSI fund (G)?
The expense ratio of the Quant BFSI fund (G) is 2.39% for regular plan.