May 11, 2026
RA Jainee
Quant Focused Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 98.40 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 57.52 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 703 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.87% |
| 1 Year Return (%) | 4.54 |
| 3 Year Return (%) | 15.86 |
| 5 Year Return (%) | 14.41 |
| 10 Year Return (%) | 15.15 |
| Return Since Launch | 16.37% |
⚖️ Sahifund Review – Quant Focused Fund ✔
PLUS: Quant Mutual Fund has delivered strong long-term wealth creation with impressive 7-year and 10-year returns that comfortably outperform both benchmark and category averages. The fund’s focused strategy has helped generate superior alpha during favourable market phases, while recent monthly and quarterly performance remains among the best in the large-cap category. The relatively moderate AUM size of around Rs. 703 crore allows greater portfolio agility compared to giant large-cap funds struggling with scale. Expense ratio of 0.87% remains competitive considering the actively managed and tactical nature of the portfolio. The fund may suit aggressive SIP investors seeking concentrated exposure to high-conviction large-cap ideas with long-term growth potential.
MINUS: The portfolio is highly concentrated with only 18 stocks, while top 10 holdings account for nearly 80% of assets, significantly increasing concentration risk during market corrections. Sector concentration is also elevated, with top three sectors forming nearly 80% of the portfolio. The turnover ratio of 463% is extremely high, indicating aggressive portfolio churn and tactical trading activity that may increase volatility. Despite strong long-term numbers, recent 1-year returns remain relatively average compared to several large-cap peers. The strategy’s aggressive style may underperform sharply during sudden market reversals or when momentum-driven investing falls out of favour. Conservative investors seeking stable large-cap exposure may find the fund too volatile for their risk profile.
Sahifund View (Decisive Line): Quant Focused Fund may suit high-risk investors looking for aggressive alpha generation through concentrated large-cap bets, but disciplined SIP investing and patience through volatile cycles remain extremely important.
👉 Apply Online | Ask Us MF Queries |
| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Large-cap funds are suitable for investors:
1. Seeking exposure in large-cap stocks for moderately 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 provide capital appreciation by investing in a focused portfolio of Large cap -‘bluechip’ companies.
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.
Fund Manager:
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) Jignesh Shah
Education: Graduate – Sydenham College of Commerce and Economics, Mumbai, CFA – ICFAI
Experience: Prior to joining the Quant MF, he was associated with Nippon Life AMC. He subsequently held senior portfolio management positions at leading asset management firms including ICICI Prudential AMC and Aditya Birla Sun Life AMC.
8) 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 Focused Fund
| Fund House | Quant Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 16.37% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 703 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.87% |
| (As on 31-Mar-2026) | |
| Risk Grade | Above Average |
| Return Grade | Average |
| Turnover | — |
Quant Focused Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quant Focused Dir | -1.11 | 0.48 | 14.09 | 4.09 | -2.65 | 4.54 | 15.86 | 14.41 | 16.97 | 15.15 |
| BSE 100 TRI | -6.81 | -0.38 | 6.35 | -4.15 | -6.04 | 1.24 | 12.95 | 12.51 | 12.90 | 13.76 |
| Equity: Large Cap | -5.10 | -0.40 | 7.27 | -2.60 | -4.49 | 2.64 | 14.66 | 12.83 | 12.93 | 13.17 |
| Rank within category | 27 | 1 | 1 | 2 | 35 | 32 | 30 | 15 | 2 | — |
| Number of funds in category | 120 | 124 | 121 | 120 | 119 | 105 | 84 | 61 | 52 | 42 |
Peer Comparison of Quant Focused 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 Focused Dir | 3 star | 4.54 | 15.86 | 14.41 | 0.87 | 703 | 16.37 | 1.00 (15) | 13Y 3M | 463.00 |
| ICICI Pru Large Cap Dir | 5 star | 0.96 | 16.03 | 15.14 | 0.87 | 69,948 | 14.84 | 1.00 (30) | 13Y 3M | 17.00 |
| SBI Large Cap Dir | 4 star | 3.60 | 12.95 | 12.71 | 0.84 | 48,926 | 14.47 | 0.25 (30) | 13Y 3M | 33.00 |
| Nippon India Large Cap Dir | 5 star | 4.11 | 17.35 | 17.87 | 0.71 | 46,521 | 15.47 | 1.00 (7) | 13Y 3M | 27.00 |
| HDFC Large Cap Dir | 5 star | -0.85 | 13.30 | 14.31 | 1.03 | 35,458 | 13.16 | 1.00 (365) | 13Y 3M | 30.60 |
Portfolio Analysis of Quant Focused Fund
| No. of Stocks | 18 |
| Top 10 Stocks | 79.46% |
| Top 5 Stocks | 47.24% |
| Top 3 Sectors | 79.67% |
| Portfolio P/B Ratio | 2.84 |
| Portfolio P/E Ratio | 24.38 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 1,99,913 | 3,70,461 |
| Giant (%) | — | — |
| Large (%) | 86.39 | 95.48 |
| Mid (%) | — | 7.37 |
| Small (%) | 13.61 | 4.30 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Quicklinks
- Chanakyanipothi.com
- Staffavailable.com
- BigGaddi.com
- Latest IPO GMP
- Best Stocks to buy today
- Grey Market Premium
- Upcoming IPOs
- Subscription Status