April 4, 2026
RA Jainee
Quant Quantamental Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 22.71 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 22.83 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 200 TRI |
| AUM Rs. | 1,563 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.91% |
| 1 Year Return (%) | 1.82 |
| 3 Year Return (%) | 17.78 |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 18.15% |
⚖️ Sahifund Review – Quant Quantamental Fund ✔
✓ PLUS: Quant Quantamental Fund has delivered a solid 3-year return of 17.78%, comfortably outperforming both its benchmark and thematic-quant category average, which shows the strategy has worked well so far. The fund has also maintained strong category rankings across most recent periods, suggesting good tactical consistency. Its 22-stock portfolio reflects high-conviction positioning, while still balancing exposure across large- and mid-cap ideas. The strategy blends growth, value and quality factors, which gives it a smart multi-factor appeal for investors seeking a differentiated equity style. Backed by Quant AMC’s aggressive research-driven framework, the fund suits investors who want a non-traditional, model-based portfolio. It can be a useful SIP candidate for those looking to diversify beyond standard flexi-cap and large-cap funds.
⚖️ MINUS: The biggest red flag is the extremely high turnover of 498%, which is exceptionally high even for a quant strategy and makes returns heavily dependent on timing and execution. The 1-year return of 1.82% is decent but not strong enough to excite investors in a high-risk thematic category. The fund also has a short operating history (launched in 2021), so it still lacks a full-cycle long-term record. With 73.21% allocation to large caps, the portfolio can at times look more defensive than expected for a high-conviction thematic fund. The portfolio P/E of 29.78 also indicates valuation risk if market sentiment turns weak. Overall, it remains a high-volatility, high-churn strategy that may not suit conservative long-term investors.
Sahifund View (Decisive Line):
A smart but aggressive quant fund — suitable as a satellite SIP bet for high-risk investors, but not yet reliable enough for core portfolio allocation.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Quant-driven funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks selected based on a quant model 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 deliver superior returns as compared to the underlying benchmark over the medium to long term through investing in equity and equity related securities. The portfolio of stocks will be selected, weighed and rebalanced using stock screeners, factor based scoring and an optimization formula which aims to enhance portfolio exposures to factors representing good investing principles such as growth, value and quality within risk constraints.
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) 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.
3) Varun Pattani
Education: Mr. Pattani is an ACA
Experience: Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.
Fund Manager:
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
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) 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,
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 Quantamental Fund
| Fund House | Quant Mutual Fund |
| Launch Date | 03-May-21 |
| Return Since Launch | 18.15% |
| Benchmark | NIFTY 200 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 1,563 Cr |
| (As on 28-Feb-2026) | |
| Expense | 0.91% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Quant Quantamental Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quant Quantamental Dir | -10.22 | -0.12 | -7.60 | -11.86 | -6.40 | 1.82 | 17.78 | — | — | — |
| BSE 500 TRI | -12.19 | 0.08 | -8.27 | -13.01 | -8.54 | -0.79 | 13.62 | — | — | — |
| Equity: Thematic-Quant | -11.15 | -0.18 | -9.29 | -12.09 | -6.59 | 0.70 | 15.71 | — | — | — |
| Rank within category | 3 | 5 | 2 | 7 | 4 | 4 | 3 | — | — | — |
| Number of funds in category | 10 | 10 | 10 | 10 | 10 | 10 | 5 | 2 | 1 | 1 |
Peer Comparison of Quant Quantamental 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 Quantamental Dir | Unrated | 1.82 | 17.78 | — | 0.91 | 1,563 | 18.15 | 1.00 (15) | 4Y 11M | 498.00 |
| SBI Quant Dir | Unrated | 3.92 | — | — | 1.05 | 3,452 | -4.01 | 0.50 (30) | 1Y 3M | 228.00 |
| ABSL Quant Dir | Unrated | 4.17 | — | — | 0.72 | 2,161 | -4.33 | 0.50 (90) | 1Y 9M | — |
| UTI Quant Dir | Unrated | -0.80 | — | — | 0.45 | 1,683 | -3.29 | 1.00 (90) | 1Y 2M | 72.00 |
| 360 ONE Quant Dir | Unrated | -1.63 | 21.45 | — | 0.62 | 925 | 14.60 | 1.00 (365) | 4Y 4M | 105.00 |
Quant Quantamental Fund Portfolio
| No. of Stocks | 22 |
| Top 10 Stocks | 61.34% |
| Top 5 Stocks | 37.17% |
| Top 3 Sectors | 50.66% |
| Portfolio P/B Ratio | 3.24 |
| Portfolio P/E Ratio | 29.78 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 2,12,618 | 2,04,506 |
| Giant (%) | — | — |
| Large (%) | 73.21 | 69.91 |
| Mid (%) | 26.79 | 28.62 |
| Small (%) | — | 3.24 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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