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Quant Focused Fund - Investment Objective, Fund Managers & Performance | Allvest

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Explore Quant Focused Fund's investment approach, focused portfolio strategy, fund managers, and performance. Learn about capital appreciation through leading bluechip companies with Allvest.

Investment Objective and Approach

The scheme seeks to provide capital appreciation by investing in a focused portfolio of Large cap -'bluechip' companies. The fund aims to generate returns by investing in companies from leading sectors, depending upon their growth prospects and sustainability of future earnings growth.

The fund follows a focused investment approach, concentrating on a limited number of high-quality large-cap stocks rather than diversifying across a broad portfolio. This strategy allows the fund managers to make concentrated bets on their best investment ideas while maintaining a disciplined approach to stock selection.

Key investment highlights include:

- Focus on large-cap bluechip companies with strong fundamentals

- Sector-agnostic approach with emphasis on growth prospects

- Benchmark tracking against Nifty 500

- Active management strategy with selective stock picking

- Suitable for investors with a minimum 5-year investment horizon

Fund Managers

Sanjeev Sharma is the current Fund Manager of Quant Focused Fund. Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune, with total work experience of 17 years including 13 years of experience in the financial market.

He is currently the Fund Manager of Equity at Quant Mutual Fund and has over 2 decades of experience in equity markets, wealth and asset management services, fixed income products, corporate banking. He is also a noted expert in Financial Risk and Risk Management.

Sanjeev Sharma manages 24 schemes with an AUM of ₹46,214 Cr as of recent data, demonstrating his extensive portfolio management capabilities and trust from the fund house.

About the Fund House (AMC)

Quant Money Managers Limited "QMML" (AMC) was incorporated on December 12, 1995, and was approved to act as an Asset Management Company for the Quant Mutual Fund by SEBI vide its letter dated October 30, 2017.

Quant Money Managers Ltd. is an investment management firm that offers a diverse set of investment products across asset classes. The expertise in the investment management domain has been established upon a solid foundation of multi-dimensional research and technology, derived from its sponsor - Quant Capital Finance & Investments Pvt Ltd.

The fund house distinguishes itself through:

- Dynamic and active style of money management that enables it to generate alpha while safeguarding investor interests, with focus on 'Predictive Analytics' helping it sustain amidst adverse market conditions

- Impressive philosophy of agile asset allocation, multi-dimensional research, and innovative product offerings

- Wide range of mutual fund schemes across equity, tax-saving, debt, and hybrid categories

- Currently manages Rs. 58,934.1 crores worth of assets (as of February 2025)

Should I Invest in Quant Focused Fund?

Quant Focused Fund may be suitable for investors who:

Investment Profile:

- Have a moderate to high risk tolerance

- Can invest for five years or more to expect gains that comfortably beat inflation and fixed income returns

- Are conservative equity investors, as large-cap funds tend to fall less when stock prices decline

- Prefer focused portfolio approach over diversified strategies

Key Considerations:

- Investment should be made only through SIP route like all equity funds

- Should not invest if redemption is needed in less than five years

- Be prepared for ups and downs in investment value along the way

- Minimum SIP amount: ₹1,000

- Minimum lump sum: ₹5,000

Performance Metrics:

- 5-year annualized return of 25.00% (as of July 22, 2025)

- AUM of ₹99,091 Cr (as of July 18, 2025)

- Expense ratio of 2.15%

FAQs

What is today's NAV of Quant Focused Fund?

The NAV changes daily based on market movements. You can check the current NAV on Allvest platform or the fund house website for real-time updates.

What is the AUM of Quant Focused Fund?

The fund has an Asset Under Management of ₹99,091 Cr as of July 18, 2025.

What is the expense ratio of Quant Focused Fund?

The expense ratio is 2.15%, which covers fund management and operational expenses.

What are the returns of Quant Focused Fund since inception?

The fund was launched on April 15, 1996, with 5-year annualized returns of 25.00% as of July 22, 2025.

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

The minimum SIP amount is ₹1,000 per month.

How do I invest in Quant Focused Fund?

You can invest through Allvest platform easily. Simply complete KYC, select the fund, choose SIP or lump sum, and start investing online.

How to start a SIP in Quant Focused Fund?

Log into your Allvest account, search for Quant Focused Fund, select SIP option, choose amount and frequency, and set up auto-debit instructions.

How do I automate an SIP in Quant Focused Fund?

Enable auto-debit facility while setting up SIP on Allvest platform. Link your bank account for automatic monthly deductions on your chosen date.

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

You can redeem through Allvest platform anytime. Exit load of 1% applies if redeemed within 15 days, nil thereafter.