August 1, 2025
RA Jainee
Quant Consumption Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 10.3217
NAV Growth: Rs 10.3268
Suitable For Which Investors?
Consumption funds are suitable for investors:
1. Seeking exposure in shares of consumer facing companies for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Consumption driven companies. There is no assurance that the investment objective of the Scheme will be realized.
Fund Manager:
1) Ayusha Kumbhat
Education: CFA Level III, BSc (Hons) in Economics, MSc in Behavioural & Experimental Economics
Experience: She is working with Quant Mutual fund as Research Analyst for the past 15 months, specializing in investment research.
2) Sameer Kate
Education: Bachelor of Computer Science, MBA from IME Pune.
Experience: Prior to joining Quant Mutual Fund, he was working with Investec Capital and Kotak Securities,
3) Sandeep Tandon
Education: Mr. Tandon has done MBA (Finance)
Experience: Prior to joining Quant Mutual Fund, he has worked with ICICI Securities as Vice President, The Economic Times and IDBI AMC.
4) Varun Pattani
Education: Mr. Pattani is an ACA
Experience: Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.
5) Yug Tibrewal
Education: B.M.S, CFA L1
Experience: Yug is an investment professional with over 2 years of experience in dealing related activities
6) Ankit A Pande
Education: Mr. Pande has done CFA and MBA
Experience: Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.
7) Sanjeev Sharma
Education: Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
Experience: He has total work experience of 17 years including 13 years of experience in the financial market. He specializes in identifying crucial inflexion points in securities.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 15 days |
Basic Details of Quant Consumption Fund
| Fund House | Quant Mutual Fund |
| Launch Date | 24-Jan-24 |
| Return Since Launch | 2.11% |
| Benchmark | NIFTY India Consumption TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 266 Cr |
| (As on 30-Jun-2025) | |
| Expense | 0.95% |
| (As on 31-Jul-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Quant Consumption Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quant Consumption Dir | -3.12 | -0.33 | -1.55 | -0.17 | -0.86 | -14.56 | — | — | — | — |
| BSE 500 TRI | 3.03 | -0.51 | -2.71 | 4.44 | 6.69 | -2.08 | — | — | — | — |
| Equity: Thematic-Consumption | 0.25 | 0.11 | -0.53 | 4.45 | 5.51 | -0.98 | — | — | — | — |
| Rank within category | 17 | 23 | 21 | 24 | 22 | 16 | — | — | — | — |
| Number of funds in category | 21 | 24 | 24 | 24 | 22 | 16 | 11 | 11 | 8 | 7 |
Peer Comparison of Quant Consumption Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Quant Consumption Dir | Unrated | -14.56 | — | — | 0.95 | 266 | 2.11 | 1.00 (15) | 1Y 6M | — |
| Mirae Asset Great Consumer Dir | 4 star | -1.67 | 19.70 | 24.38 | 0.43 | 4,386 | 18.21 | 1.00 (365) | 12Y 7M | 45.00 |
| SBI Consumption Opportunities Dir | 5 star | -5.83 | 18.28 | 27.82 | 0.94 | 3,186 | 16.78 | 0.10 (30) | 12Y 7M | 36.00 |
| ICICI Pru Bharat Consumption Dir | 4 star | -1.50 | 18.15 | 22.28 | 1.07 | 3,157 | 17.04 | 1.00 (90) | 6Y 3M | 83.00 |
| Nippon India Consumption Dir | 5 star | -2.20 | 19.36 | 25.21 | 0.55 | 2,640 | 14.72 | 1.00 (30) | 12Y 7M | 24.00 |
Portfolio Analysis of Quant Consumption Fund
| No. of Stocks | 19 |
| Top 10 Stocks | 75.12% |
| Top 5 Stocks | 44.87% |
| Top 3 Sectors | 71.96% |
| Portfolio P/B Ratio | 4.70 |
| Portfolio P/E Ratio | 38.97 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 48,454 | 1,56,679 |
| Giant (%) | 28.29 | 50.98 |
| Large (%) | 11.12 | 24.79 |
| Mid (%) | 28.40 | 18.11 |
| Small (%) | 32.11 | 10.67 |
| Tiny (%) | — | — |
Chanakya’s Mutual Fund Guidance For Quant Consumption Fund
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