quant Equity Savings Fund

quant Equity Savings Fund is a hybrid fund. This fund was started on 24 July, 2025. The fund is managed by Sameer Kate, Varun Pattani, Ayusha Kumbhat, Sanjeev Sharma, Harshvardhan Bharatia, Ankit A. Pande. This fund gives you the benefit of diversification.

1. quant Equity Savings Fund has ₹46 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
2. The fund has an expense ratio 1.1.
   

quant Equity Savings Fund has given a CAGR return of 4.01% since inception.

quant Equity Savings Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Utilities, Consumer Cyclical, Basic Materials, Communication, Health, Energy, Corporate.

As it is a equity savings mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
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 benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The investment objective of the Scheme is to generate regular income by predominantly investing in arbitrage opportunities in the cash and derivatives segments of the equity markets and debt and money market instruments and to generate long-term capital appreciation through unhedged exposure to equity and equity related instruments. There is no assurance that the investment objective of the scheme will be achieved.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. quant Equity Savings Fund has no lock in period.