May 19, 2026
RA Jainee
Quant PSU Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 11.26 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 11.27 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY PSE TRI |
| AUM Rs. | 502 Cr |
| (As on 30-Apr-2026) | |
| Expense | 1.88% |
| 1 Year Return (%) | 7.84 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 5.48% |
⚖️ Sahifund Review – Quant PSU Fund ✔
PLUS: Stability, track record, cost efficiency
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MINUS: Large AUM, large-cap bias, momentum lag
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Sahifund View (Decisive Line):
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👉 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?
Nobody should invest in PSU funds in our opinion, because:
• They have a narrow focus on only government-owned companies
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of Public Sector Undertakings (PSUs). 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) Varun Pattani
Education: Mr. Pattani is an ACA
Experience: Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.
4) Yug Tibrewal
Education: B.M.S, CFA L1
Experience: Yug is an investment professional with over 2 years of experience in dealing related activities
Fund Manager:
5) 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.
6) 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.
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 PSU Fund
| Fund House | Quant Mutual Fund |
| Launch Date | 20-Feb-24 |
| Return Since Launch | 5.48% |
| Benchmark | NIFTY PSE TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 502 Cr |
| (As on 30-Apr-2026) | |
| Expense | 1.88% |
| (As on 30-Apr-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Quant PSU Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quant PSU Dir | 6.29 | -1.96 | 7.21 | 12.18 | 3.99 | 7.84 | — | — | — | — |
| BSE PSU TRI | 3.80 | -1.10 | -1.75 | -2.27 | 3.62 | 13.49 | — | — | — | — |
| Equity: Thematic-PSU | 1.81 | -1.16 | 0.42 | 0.56 | 1.44 | 7.32 | — | — | — | — |
| Rank within category | 1 | 8 | 1 | 1 | 2 | 5 | — | — | — | — |
| Number of funds in category | 7 | 8 | 8 | 8 | 7 | 7 | 4 | 3 | 2 | 2 |
Peer Comparison of Quant PSU 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 PSU Dir | Unrated | 7.84 | — | — | 1.88 | 502 | 5.48 | 1.00 (15) | 2Y 2M | — |
| SBI PSU Dir | Unrated | 13.20 | 31.28 | 26.29 | 0.85 | 6,669 | 12.11 | 0.50 (30) | 13Y 4M | 16.00 |
| ABSL PSU Equity Dir | Unrated | 13.06 | 28.70 | 26.53 | 0.79 | 6,044 | 24.32 | 1.00 (30) | 6Y 4M | 31.00 |
| ICICI Pru PSU Equity Dir | Unrated | 10.19 | 27.27 | — | 1.10 | 1,975 | 25.82 | 1.00 (30) | 3Y 8M | 71.00 |
| Invesco India PSU Equity Dir | Unrated | 6.68 | 28.22 | 24.91 | 2.19 | 1,520 | 16.29 | 1.00 (365) | 13Y 4M | 33.00 |
Quant PSU Fund Portfolio
| No. of Stocks | 14 |
| Top 10 Stocks | 86.85% |
| Top 5 Stocks | 49.06% |
| Top 3 Sectors | 79.89% |
| Portfolio P/B Ratio | 1.62 |
| Portfolio P/E Ratio | 13.13 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 48,523 | 1,72,215 |
| Giant (%) | — | — |
| Large (%) | 18.87 | 64.38 |
| Mid (%) | 27.09 | 26.49 |
| Small (%) | 54.04 | 13.20 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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