Quant Focused fund Direct Growth
Get the latest NAV of Quant Focused fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹95.09
1D
NAV as on 17 Dec 2025
17.17%/per year
Since Inception
▲▼
1482 people have invested ₹ 68.4L in Quant Focused fund Direct Growth in the last three months
Quant Focused fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (17-Dec-25)
The fund has outperformed the benchmark (Nifty 500) over 3Y, 5Y, but underperformed over 1Y.
Quant Focused fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 15 out of 20 mutual funds in the focused fund category as per INDmoney.
Quant Focused fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Quant Focused fund Asset Allocation
See fund asset allocation details as on (14-Dec-25)
Fund Distribution
as on (14-Dec-25)
Quant Focused fund Sector Allocation
See fund sector allocation details as on (14-Dec-25)
Sector Allocation
Top 3 Sectors in November were Financial Services, Utilities & Industrial
Financial Services
30%
Government
22%
Utilities
22%
Financial Services
29%
Utilities
21%
Industrial
13%
Quant Focused fund Holdings Details
as on (30-Nov-25)
Quant Focused fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.75% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹944 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹5,000/₹1,000 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 124.7% |
| Risk |   Very High Risk |
About Quant Focused fund
Quant Focused fund Direct Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Ayusha Kumbhat, Varun Pattani, Sanjeev Sharma, Ankit A. Pande, Lokesh Garg, Sandeep Tandon, Yug Tibrewal, Sameer Kate. The fund could potentially beat inflation in the long-run.
Key Parameters
- Quant Focused fund Direct Growth has ₹944 Cr worth of assets under management (AUM) as on Dec 2025 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Quant Focused fund Direct Growth has given a CAGR return of 17.17% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -0.01%, 14.89% and 19.37% respectively.
Holdings
Quant Focused fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Government, Utilities, Energy, Industrial, Real Estate, Consumer Cyclical, Health, Tech. Its top holdings are Adani Enterprises Ltd, Tata Power Co Ltd, Capri Global Capital Ltd, Larsen & Toubro Ltd, Adani Green Energy Ltd
Taxation
As it is a focused fund mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Quant Focused fund Direct Growth
The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a focused portfolio of Large Cap – ‘blue chip’ – companies. There is no assurance that the investment objective of the Scheme will be realized.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Quant Focused fund Direct Growth has no lock in period.
Fund Manager
Ayusha Kumbhat
Fund Manager of Quant Focused fund Direct Growth, since 19 February 2025
Varun Pattani
Fund Manager of Quant Focused fund Direct Growth, since 19 February 2025
Sanjeev Sharma
Fund Manager of Quant Focused fund Direct Growth, since 31 January 2017
Ankit A. Pande
Fund Manager of Quant Focused fund Direct Growth, since 11 May 2020
Lokesh Garg
Fund Manager of Quant Focused fund Direct Growth, since 3 February 2025
Sandeep Tandon
Fund Manager of Quant Focused fund Direct Growth, since 3 February 2025
Yug Tibrewal
Fund Manager of Quant Focused fund Direct Growth, since 6 March 2025
Sameer Kate
Fund Manager of Quant Focused fund Direct Growth, since 6 March 2025
- AUM of the fund stands at 944.1 Cr as of Nov'25
- AUM decreased by 31.1 Cr between Nov'25 and Oct'25
Compare Quant Focused fund
Quant Focused fund
VS
SBI Focused Fund Direct Growth
Frequently Asked Questions for Quant Focused fund Direct Growth
How do I invest in Quant Focused fund?
- Download the INDmoney app.
- Search for ‘Quant Focused fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.