Investment Objective and Approach

The scheme seeks to generate consistent returns by investing in equity and equity related instruments of banking and financial services. The fund follows a sectoral approach, specifically targeting companies within the Banking, Financial Services and Insurance (BFSI) sector.

Everything we try to quantify, that's the name comes on the background, we quantify anything which affects markets, whether you talk about geopolitical volatility, you're talking about earth analytics, you're talking about perception analytics or liquidity analytics or sentiment analytics. The fund employs Quant's proprietary VLRT (Volatility, Liquidity, Risk, and Timing) investment framework to make investment decisions.

Key investment features include:

- Primary focus on banking and financial services companies

- Quantitative approach to stock selection

- Dynamic risk management strategies

- Active portfolio management based on predictive analytics

Fund Managers

Sanjeev Sharma is the Current Fund Manager of Quant BFSI Fund Direct Growth fund. The fund is managed by a team of experienced professionals including Sanjeev Sharma, Sandeep Tandon, Ankit A Pande, Varun Pattani, Ayusha Kumbhat, Sameer Kate and Yug Tibrewal.

Sandeep Tandon - Founder & Chief Investment Officer:

With over three decades of experience in the capital markets, Sandeep's journey is personally, truly inspiring. He began his career in 1992, as a trainee at GIC Mutual Fund. Then played pivotal roles in launching IDBI Asset Management. Sandeep's previous stints include a key role in setting up the equity derivatives desk at ICICI Securities as vice president. He started his career with the Economic Times Research Bureau, a research wing of the leading financial daily of India, The Economic Times.

About the Fund House (AMC)

Quant Mutual Fund is founded by Sandeep Tandon, the Founder and Chief Investment Officer at Quant Mutual Fund, who brings extensive experience from leading financial institutions. The Quant group received its mutual fund licence in 2017. From around Rs 100 crore in the year 2019, the fund has seen its assets under management (AUM) swell to over Rs 80,000 crore at present.

The AMC is known for its innovative approach to investment management. Sandeep is renowned for his innovative approach to investment management, leveraging what we call predictive analytics and the dynamic VLRT Investment framework. Under his leadership, Quant Mutual Fund has grown from INR488 crores to INR84,000 crores-plus in less than four years.

Key highlights of Quant Mutual Fund:

- Founded in 2017 with focus on quantitative investment strategies

- Rapid growth from ₹488 crores to over ₹84,000 crores AUM

- Emphasis on risk management and predictive analytics

- Dynamic investment approach using proprietary VLRT framework

- AUM ₹88,637.12 Cr. No. of Schemes 80

Should I Invest in Quant BFSI Fund?

The Quant BFSI Fund may be suitable for investors who:

Ideal For:

- Investors seeking exposure to banking and financial services sector

- Those comfortable with high-risk equity investments

- Investors with long-term investment horizon (3+ years)

- Those who believe in India's financial sector growth story

Key Considerations:

- The Quant BFSI Fund Direct Growth is rated Very High risk.

- Sectoral funds carry concentration risk as they invest in single sector

- Performance depends heavily on banking sector performance

- Exit load of 1%, if redeemed within 15 days.

Investment Minimums:

- Minimum SIP Investment is set to ₹1,000.

- Minimum Lumpsum Investment is ₹5,000.

The fund's quantitative approach and experienced management team make it attractive for investors seeking professional management of BFSI sector investments. However, the high-risk rating and sectoral concentration require careful consideration of your risk tolerance and investment goals.

FAQs

What is today's NAV of Quant BFSI Fund?

The latest NAV ₹18.1113 as of July 29, 2025. NAV changes daily based on market movements.

What is the AUM of Quant BFSI Fund?

It has an AUM of ₹642.08 Crores as of July 29, 2025. The AUM reflects investor confidence and fund size.

What is the expense ratio of Quant BFSI Fund?

The expense ratio of Quant BFSI Fund Plan is 0.80 as of April 11, 2025. This represents annual charges for fund management.

What are the returns of Quant BFSI Fund since inception?

Quant BFSI Fund Direct - Growth scheme return performance in last 1 year is 1.94%, is 80.91% since scheme launch. Past performance doesn't guarantee future returns.

What is the minimum SIP amount to invest in Quant BFSI Fund?

Minimum SIP Investment is set to ₹1,000. You can start investing through systematic investment plan with this amount monthly.

How do I invest in Quant BFSI Fund?

You can invest through Allvest platform online, directly from Quant AMC website, or through registered distributors. Complete KYC is required before investing.

How to start a SIP in Quant BFSI Fund?

Log into your Allvest account, select Quant BFSI Fund, choose SIP option, set amount and frequency. Ensure sufficient bank balance for auto-debit.

How do I automate an SIP in Quant BFSI Fund?

Set up auto-debit mandate through Allvest during SIP registration. The amount will be automatically debited from your bank account on chosen dates.

How can I withdraw/redeem my investment in Quant BFSI Fund?

Login to Allvest, go to holdings, select the fund, choose redeem option, enter amount or units, and submit. Exit load of 1%, if redeemed within 15 days.