July 9, 2025
mayank
Quant Equity Savings Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the Quant Equity Savings Fund Open Date, Close Date?
NFO opens on July 07, 2025
NFO will close on July 21, 2025
Investment Strategy for this NFO?
The scheme seeks 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.
Basic Details
| Fund House | Quant Mutual Fund |
| Issue Open | 07 July 2025 |
| Issue Close | 21 July 2025 |
| Type | Open-ended |
| Category | Hybrid: Equity Savings |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 15 days |
| Riskometer | Moderate |
| Benchmark | NIFTY Equity Savings TRI |
About Benchmark Index for this NFO?
Nifty Equity Savings Index captures performance of a portfolio having exposure to equity, equity arbitrage and debt instruments. This index is a total return index capturing price return and dividend/coupon income.
Portfolio Characteristics
| Methodology | Total Returns |
| No. of Constituents | – |
| Launch Date | April 24, 2018 |
| Base Date | April 01, 2005 |
| Base Value | 1000 |
| Calculation Frequency | EOD Daily |
| Index Rebalancing | – |
Fund Managers of Quant Equity Savings Fund
1) 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.
2) 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.
3) Harshvardhan Bharatia
Education: Bcom (Honours) in Finance, CFA Level 1
Experience: Prior to joining Quant Mutual Fund, he was working with Axxela Research and Analytics,
4) 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.
5) Varun Pattani
Education: Mr. Pattani is an ACA
Experience: Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Review for Quant Equity Savings Fund @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of NIFTY Equity Savings TRI
Performance
| QTD | YTD | 1 Year | 5 Years | Since Inception | |
| Returns (%) # | 4.55 | 5.94 | 8.17 | 11.46 | 9.52 |
| 1 Year | 5 Years | Since Inception | |
| Std. Deviation * | 4.08 | 4.29 | 5.89 |
Weights of Index Constituents
| Index Components | Weights |
| Nifty 50 Total Return Index | 35% |
| Equity arbitrage | 30% |
| NIFTY Short Duration Debt Index | 30% |
| NIFTY 1D Rate Index | 5% |
Note on Benchmark Performance:
X
[ B ] Performance Review of the Fund Managers of this NFO
Past Performance of Ankit A Pande
| Fund | Quant Aggressive Hybrid Fund | It’s Benchmark | Quant Multi Cap Fund | It’s Benchmark |
| 1 Year | 0.56 | 4.24 | -10.90 | 2.32 |
| 3 Year | 18.06 | 18.01 | 19.72 | 24.01 |
| 5 Year | 27.39 | 19.18 | 29.80 | — |
| 7 Year | 20.11 | 14.06 | 21.56 | — |
| 10 Year | 16.76 | 12.97 | 18.66 | — |
As on 09-7-2025
Past Performance of Ayusha Kumbhat
| Fund | Quant Consumption Fund | It’s Benchmark | Quant Value Fund | It’s Benchmark |
| 1 Year | -9.21 | 3.14 | -7.33 | 3.14 |
| 3 Year | — | — | 28.91 | 20.31 |
| 5 Year | — | — | — | — |
| 7 Year | — | — | — | — |
| 10 Year | — | — | — | — |
As on 09-7-2025
Past Performance of Harshvardhan Bharatia
| Fund | Quant Gilt Fund | It’s Benchmark | Quant Liquid | It’s Benchmark |
| 1 Year | 8.46 | 9.40 | 7.23 | 5.16 |
| 3 Year | — | — | 6.94 | 4.53 |
| 5 Year | — | — | 5.93 | 3.53 |
| 7 Year | — | — | 6.25 | 3.73 |
| 10 Year | — | — | 6.62 | 3.93 |
As on 09-7-2025
Past Performance of Sanjeev Sharma
| Fund | Quant Flexi Cap Fund | It’s Benchmark | Quant Focused Fund | It’s Benchmark |
| 1 Year | -8.31 | 3.14 | -3.75 | 5.07 |
| 3 Year | 22.83 | 20.31 | 19.83 | 18.94 |
| 5 Year | 31.60 | 23.09 | 23.90 | 21.48 |
| 7 Year | 21.67 | 15.63 | 15.68 | 14.95 |
| 10 Year | 18.79 | 14.34 | 14.59 | 13.66 |
As on 09-7-2025
Past Performance of Varun Pattani
| Fund | Quant ELSS Tax Saver Fund | It’s Benchmark | Quant Healthcare Fund | It’s Benchmark |
| 1 Year | -8.43 | 3.14 | 2.46 | 17.70 |
| 3 Year | 20.94 | 20.31 | — | — |
| 5 Year | 31.94 | 23.09 | — | — |
| 7 Year | 22.56 | 15.63 | — | — |
| 10 Year | 20.41 | 14.34 | — | — |
As on 09-7-2025
Note on Fund Managers’ performance
X
[ C ] Our NFO Review
X
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Quant Equity Savings Fund NFO?
Invest Online
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
Quicklinks