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  • Quant BFSI fund (Growth)
Quant Mutual Fund

Quant BFSI fund (Growth)

EquitySectoral/ Thematic

16.5787

NAV (May 23)

65.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

16.5787

NAV (May 23)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
65.6%
6 Month CAGR
33.3%

Scheme Information

Investment Objective

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
2.36
Launched (1y ago)
Jun 21, 2023
AUM in Crores
513.600
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
Fund Managers

Sandeep Tandon

Fund Manager

Sanjeev Sharma

Fund Manager

Vasav Sahgal

Fund Manager

Ankit A. Pande

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Quant BFSI fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-05-23

Top Stock Holdings

nca-net current assets

24%
24%

treps 02-may-2024 depo 10

20.5%
20.5%

reliance industries ltd

9.4%
9.4%

future on state bank of india

9.4%
9.4%

jio financial services ltd

9.3%
9.3%
See all holdings

Allocation by Sector

financial services

63.8%
63.8%

energy

9.4%
9.4%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,471 cr

₹ 18,691 cr

₹ 14,859 cr

₹ 54,904 cr

₹ 42,664 cr

amc-img

About the AMC

Quant Money Managers Limited

Quant Money Managers Limited manages assets worth 77,377 crores and was set up on 1 December 1995. It's current offering of mutual fund schemes includes 43 equity,16 debt and 6 hybrid funds.amc-img
phone-img022-62955000
Fund NameScripbox Opinion
Till Date CAGR

21.4%

17.6%

25.3%

11.8%

34.4%

12.7%

5.5%

7.5%

29.1%

16%

Quant BFSI fund (G) Review

Quant BFSI fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 65.6% 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 5/23/2024 is ₹16.58 with the total AUM as of 5/24/2024 is ₹513.6. 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)?

Quant BFSI fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

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 2.36% for regular plan.