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  • Quant BFSI Fund Regular Growth
Quant Mutual Fund

Quant BFSI Fund Regular Plan Growth

EquitySectoral / Thematic

16.8105

NAV (Oct 15)

48.812%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

16.8105

NAV (Oct 15)

Fund Returns

Last 1Y
41.3%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
48.8%
6 Month CAGR
6.6%

Scheme Information

Investment Objective

The scheme seeks to generate consistent returns by investing in equity and equity related instruments of banking and financial services.

Expense Ratio
2.31
Launched (0y ago)
2.31
AUM in Crores
704.6
ISIN
INF966L01CA6
Lock-in
-
Benchmark
NIFTY Financial Services Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
-
Beta
-
Sharpe Ratio
-
YTM
-
Fund Managers

Ankit A Pande

Fund Manager

Sandeep Tandon

Fund Manager

Sanjeev Sharma

Fund Manager

Vasav Sahgal

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 (G)70%22,56,795 15,24,18341.3%
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 2024-03-18

Top Stock Holdings

Others

24.8%
24.772%

Life Insurance Corporation of India

9.8%
9.813%

HDFC Life Insurance Co Ltd.

9.6%
9.614%

Aadhar Housing Finance Ltd

9.3%
9.317%

Bajaj Finance Ltd.

9.3%
9.307%
See all holdings

Allocation by Sector

Financial

64.3%
64.311111%

Insurance

19.4%
19.426342%

Healthcare

9.2%
9.22436%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,417 cr

₹ 24,508 cr

₹ 66,206 cr

₹ 51,197 cr

₹ 17,770 cr

amc-img

About the AMC

Quant Mutual Fund

Quant Mutual Fund is one of the oldest and pioneering fund houses in India. It was originally incorporated in 1996. It has about 22 years of legacy in the asset management industry in the global markets.amc-img
phone-img022-62955000
email-img
Fund NameScripbox Opinion
Till Date CAGR

21.3%

11.8%

21%

16%

26.1%

8.7%

26.5%

13.6%

18.1%

14.8%

Quant BFSI Fund Regular Plan Growth Review

Quant BFSI Fund Regular Plan Growth is a Sectoral / Thematic Equity fund and has delivered an annualised return of 48.812% over a period of 1 years. The fund is managed by Quant Mutual Fund. The fund managers are Ankit A Pande, Sandeep Tandon, Sanjeev Sharma, Vasav Sahgal.

Nav of Quant BFSI Fund as of 10/15/2024 is ₹16.81 with the total AUM as of 10/16/2024 is ₹704.6177. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant BFSI Fund was launched on 2023-06-20. The category risk of the fund is null.

The minimum SIP amount for Quant BFSI Fund Regular Plan Growth is ₹1000 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 Regular Growth 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 Total Return Index.

It is rated as a null fund in Equity and delivered 41.322% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant BFSI Fund.

Frequently Asked Questions

What is Quant BFSI Fund?

It 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?

You can invest in Quant BFSI Fund Regular Plan 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?

The minimum sip amount for Quant BFSI Fund Regular Plan is ₹1000. You can invest in multiples of ₹5000.

Is Quant BFSI Fund Regular Plan good to invest in?

As per Scripbox experts, it is a fund. You can invest in it 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 Regular Plan Growth?

The expense ratio of the Quant BFSI Fund Regular Growth is 2.31% for regular plan.

What is the NAV of Quant BFSI Fund?

Today's Quant BFSI Fund Regular Growth NAV is ₹16.81.