Quant Focused fund

Quant Focused fund

Equity

Quant Mutual Fund

Focused Fund

Get the latest NAV of Quant Focused fund. 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.

₹92.59

▲0.4%1D

NAV as on 17 Apr 2026

16.47%/per year

Since Inception

Absolute Gain%

▲▼

928 people have invested ₹ 45.5L in Quant Focused fund in the last three months

Quant Focused fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (17-Apr-26)

The fund has outperformed the benchmark (Nifty 500) over 3Y, 5Y, but underperformed over 1Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
5.77%
-1.35%
-3.56%
3.45%
15.98%
14.16%
Nifty 500
5.54%
-2.62%
-3.09%
5.48%
15.34%
13.21%
Focused Fund Avg
5.66%
-2.55%
-3.47%
5.54%
16.16%
13.88%
Best in Focused Fund
11.1%
3.42%
4.63%
15.88%
24%
22.6%
Worst in Focused Fund
3.48%
-8.76%
-11.32%
-0.53%
9.74%
7.42%
Category Rank
16/20
15/20
16/20
7/19
3/14
--

Quant Focused fund Ranking and Peer Comparison

Ranked based on performance, risk management and cost efficiency

17
/20
47% Performance
19% Risk Management
37% Cost

Ranked 17 out of 20 mutual funds in the focused fund category as per INDmoney.

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Quant Focused fund
17/20
703Cr
0.87%
3.45%
15.98%
-2.06
1.11
0.34
0.48
-0.31
HDFC Focused Fund
1/20
24,170Cr
0.65%
5.65%
21.04%
5.21
0.81
0.89
1.27
1.04
ICICI Prudential Focused Equity Fund
2/20
14,571Cr
0.58%
10.07%
23.22%
5.80
0.97
0.85
1.27
1.59
Kotak Focused Fund
3/20
3,700Cr
0.54%
15.05%
19.35%
2.51
0.93
0.66
0.94
0.80
See all
Positive: Beats FD returns for both 3Y & 5Y
Beats FD returns for both 3Y & 5Y
Negative: Highly volatile within category
Highly volatile within category
Negative: Poor track record of protecting capital in bear phase
Poor track record of protecting capital in bear phase
Negative: Poor track record of Recovering losses quickly
Poor track record of Recovering losses quickly

Quant Focused fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Quant Focused fund Asset Allocation

See fund asset allocation details as on (13-Apr-26)

Fund Distribution

as on (13-Apr-26)

Large cap
83.6%
Small cap
10%
Mid cap
1.6%

Quant Focused fund Sector Allocation

See fund sector allocation details as on (13-Apr-26)

Sector Allocation

Financial Services
37.8%
Energy
12.7%
Industrial
12.1%
Utilities
10.9%
Health
9.3%
Real Estate
9.1%
Consumer Cyclical
5.1%
Tech
3.2%

Top 3 Sectors in March were Financial Services, Consumer Cyclical & Energy

Mar'26

Financial Services

50%

Consumer Cyclical

17%

Energy

15%

Feb'26

Financial Services

50%

Consumer Cyclical

17%

Energy

15%

Quant Focused fund Holdings Details

as on (31-Mar-26)

Holdings
Weight%
1M Change
Capri Global Capital Ltd
10.01%
0%
Adani Enterprises Ltd
9.77%
-5.2%
Adani Green Energy Ltd
9.42%
0%
HDFC Bank Ltd
9.13%
6.7%
HDFC Life Insurance Co Ltd
8.91%
0%
See all

Quant Focused fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.87%
Benchmark
Nifty 500 TR INR
AUM₹703 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5,000/₹1,000
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
124.7%
Risk
Risk meter
pointer
Very High Risk

About Quant Focused fund

Quant Focused fund is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Yug Tibrewal, Sandeep Tandon, Ayusha Kumbhat, Jignesh Shah, Varun Pattani, Sanjeev Sharma, Ankit A. Pande, Sameer Kate. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Quant Focused fund has ₹703 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
  2. The fund has an expense ratio 0.9.

Returns

Quant Focused fund has given a CAGR return of 16.47% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.45%, 15.98% and 14.16% respectively.

Holdings

Quant Focused fund has allocated its funds majorly in Cash Equivalent, Financial Services, Energy, Utilities, Consumer Cyclical, Government. Its top holdings are Capri Global Capital Ltd, Adani Enterprises Ltd, Adani Green Energy Ltd, HDFC Bank Ltd, HDFC Life Insurance Co 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 benefit
Dividends 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

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 has no lock in period.

Fund Manager

Yug Tibrewal

Fund Manager of Quant Focused fund, since 6 March 2025

Sandeep Tandon

Fund Manager of Quant Focused fund, since 3 February 2025

Ayusha Kumbhat

Fund Manager of Quant Focused fund, since 19 February 2025

Jignesh Shah

Fund Manager of Quant Focused fund, since 20 February 2026

Varun Pattani

Fund Manager of Quant Focused fund, since 19 February 2025

Sanjeev Sharma

Fund Manager of Quant Focused fund, since 31 January 2017

Ankit A. Pande

Fund Manager of Quant Focused fund, since 11 May 2020

Sameer Kate

Fund Manager of Quant Focused fund, since 6 March 2025

Learn more about Quant Mutual Fund
Parameters
Mar'26
Feb'26
Jan'26
AUM
₹ 826.6 Cr
₹ 826.6 Cr
₹ 847.7 Cr
  • AUM of the fund stands at 826.6 Cr as of Mar'26
  • AUM has remained same between Mar'26 and Feb'26

Compare Quant Focused fund

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SBI Focused Fund

Frequently Asked Questions for Quant Focused fund

How do I invest in Quant Focused fund?

INDmoney makes it simple to invest in the Quant Focused fund. To do so, follow the steps below:
  • 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.

What is the current NAV of Quant Focused fund?

The NAV of the fund today is ₹92.59. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Quant Focused fund fund has generated a return of 3.45% in 1 year, 15.98% in 3 years, 14.16% in 5 years.

Who is the fund manager of Quant Focused fund?

The fund managers are Yug Tibrewal, Sandeep Tandon, Ayusha Kumbhat, Jignesh Shah, Varun Pattani, Sanjeev Sharma, Ankit A. Pande, Sameer Kate.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.87%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹703 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Quant Focused fund?

The top 3 holdings of the fund are Capri Global Capital Ltd(10.01%), Adani Enterprises Ltd(9.77%), Adani Green Energy Ltd(9.42%)