Quant BFSI Regular Growth
Get the latest NAV of Quant BFSI Regular 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.
₹18.01
1D
NAV as on 18 Jul 2025
32.7%/per year
Since Inception
▲▼
Quant BFSI Regular Growth Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (18-Jul-25)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Quant BFSI Regular Growth Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Quant BFSI Regular Growth Asset Allocation
See fund asset allocation details as on (14-Jul-25)
Fund Distribution
as on (14-Jul-25)
Equity 90.6%
Debt & Cash 9.4%
Quant BFSI Regular Growth Sector Allocation
See fund sector allocation details as on (14-Jul-25)
Sector Allocation
Equity 90.6%
Debt & Cash 9.4%
Top 3 Sectors in June were Financial Services, Tech & Government
Financial Services
97%
Government
13%
Tech
3%
Financial Services
97%
Tech
3%
Government
3%
Quant BFSI Regular Growth Holdings Details
as on (30-Jun-25)
Equity
Debt & Cash
Quant BFSI Regular Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 2.33% |
Benchmark | Nifty Financial Services TR INR |
| AUM | ₹642 Cr |
| Inception Date | 21 June, 2023 |
| Min Lumpsum/SIP | ₹5000/₹1000 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 186.68% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About Quant BFSI Regular Growth
Quant BFSI Regular Growth is an equity fund. This fund was started on 21 June, 2023. The fund is managed by Ankit A. Pande, Sanjeev Sharma. The fund could potentially beat inflation in the long-run.
Key Parameters
- Quant BFSI Regular Growth has ₹642 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
- The fund has an expense ratio 2.3.
Returns
Quant BFSI Regular Growth has given a CAGR return of 32.70% since inception. Over the last 1 year the fund has given a CAGR return of 2.96%.
Holdings
Quant BFSI Regular Growth has allocated its funds majorly in Financial Services, Cash Equivalent, Government, Tech. Its top holdings are Jio Financial Services Ltd, Life Insurance Corporation of India, RBL Bank Ltd, Capri Global Capital Ltd, Piramal Enterprises Ltd
Taxation
As it is a sector - financial services 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 BFSI Regular Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Quant BFSI Regular Growth has no lock in period.
Fund Manager
Ankit A. Pande
Fund Manager of Quant BFSI Regular Growth, since 21 June 2023
Sanjeev Sharma
Fund Manager of Quant BFSI Regular Growth, since 21 June 2023
- AUM of the fund stands at 642.1 Cr as of Jun'25
- AUM increased by 34 Cr between Jun'25 and May'25
More funds from Quant
5Y CAGR
▲ 44.51
3Y CAGR
▲ 30.05
3Y CAGR
▲ 27.69
5Y CAGR
▲ 40.51
5Y CAGR
▲ 33.27
Frequently Asked Questions for Quant BFSI Regular Growth
How do I invest in Quant BFSI Regular Growth?
- Download the INDmoney app.
- Search for ‘Quant BFSI Regular Growth’.
- 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.