Investment Objective and Approach

The Quant Infrastructure Fund aims to invest predominantly in equity and equity related instruments of the companies in the infrastructure sector. The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Infrastructure companies.

The fund follows an active investment approach, focusing on infrastructure companies that benefit from India's growing infrastructure development story. The investment strategy encompasses companies across various infrastructure segments including:

- Power generation and transmission companies

- Construction and engineering firms

- Transportation and logistics companies

- Telecommunications infrastructure

- Oil and gas pipeline companies

- Urban infrastructure development companies

The fund managers use quantitative models combined with fundamental analysis to identify undervalued infrastructure stocks with strong growth potential. The approach emphasizes both large-cap infrastructure majors and selective exposure to mid and small-cap companies in the infrastructure space.

Fund Managers

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

Key Fund Managers Profile:

Sanjeev Sharma: Sanjeev brings over 15 years of experience to his role as a fund manager. He is responsible for credit risk analysis and discovering new investment opportunities. Some popular funds under Sanjeev Sharma's management include Quant PSU fund, Quant Consumption fund, Quant Teck fund, and Quan Commodities fund. Sanjeev Sharma did his M.Com from Kurukshetra University. He worked at Cinevistaas Limited, BLS Group of Institutions, Escorts Mutual Fund, Tipsons Financial Services and PACE Group of Companies before joining quant Mutual Fund as a Fund Manager.

Ankit A. Pande: Ankit holds an experience of more than a decade in Indian equities and a money manager in the mutual fund industry. He started his career in core banking software with Infosys. Some Quant mutual funds that Ankit manages are Quant Small Cap, Quant Value, Quant Infrastructure, etc.

About the Fund House (AMC)

Currently, Quant Money Managers Limited (QMML) is the asset management company (AMC) behind Quant Mutual Fund. The QMML AMC offers 26 different mutual fund schemes to investors, of which 20 are equity funds, 3 are debt funds, and the remaining are hybrid schemes.

Company Background:

Quant Mutual Fund was established following the acquisition of Escorts Mutual Fund by Quant Capital Finance & Investments Private Limited, the sponsor, in 2018, which led to the subsequent rebranding. Escorts Mutual Fund, initially incorporated in 1996, stood as one of the oldest fund houses in the country. At the time of the acquisition, Escorts Mutual Fund managed an Assets Under Management (AUM) of approximately Rs 235 crore, which has increased to Rs. 40675 crore as of December 2023.

Investment Philosophy:

Quant mutual fund has over two decades of expertise. They are known for staying ahead of the curve by leveraging advanced technology, and data analytics to analyze market trends and investor behavior. They offer a diverse range of mutual funds, including focused funds, small-cap, mid-cap, and money market funds. Their investment philosophy revolves around staying relevant in a constantly changing financial world by maintaining active strategies.

The dynamic and active style of money management adapted by Quant mutual fund enables it to generate alpha while safeguarding the interest of its investors. Its focus on 'Predictive Analytics' has helped it sustain amidst adverse market conditions and to also emerge as one of the top AMCs in India. An impressive philosophy agile asset allocation, multi-dimensional research, and innovative product offerings have helped the fund house to generate a large number of investor folios.

Key Performance Metrics:

- The AUM (i.e. assets under management) of Quant Infrastructure Fund is ₹3428.94 Cr as of 26th August 2025

- The expense ratio of Quant Infrastructure Fund Plan is 0.65 as of 26th August 2025

- Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000

- Exit load of 0.50% if redeemed within 3 months

- Quant Infrastructure Fund Direct-Growth scheme return performance in last 1 year is -10.83%, in last 3 years is 87.44% and 686.90% since scheme launch

Should I Invest in Quant Infrastructure Fund?

The Quant Infrastructure Fund can be suitable for investors who:

Ideal For:

- Investors with high risk tolerance seeking exposure to India's infrastructure growth story

- Long-term investors with investment horizon of 5+ years

- Those looking for sectoral diversification in infrastructure space

- Investors comfortable with high volatility in exchange for potential higher returns

Key Considerations:

- The Quant Infrastructure Fund Direct Growth is rated Very High risk

- Infrastructure sector can be cyclical and influenced by government policies

- The fund has shown strong long-term performance but can be volatile in short term

- Suitable for aggressive investors who understand sector-specific risks

Performance Highlights:

- The fund's annualized returns for the past 3 years & 5 years has been around 18.43% & 33.79%

- Strong track record in infrastructure investing with experienced fund management team

- Active management approach with focus on stock selection and timing

Tax Implications:

- If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%

FAQs

What is today's NAV of Quant Infrastructure Fund?

Latest NAV for Quant Infrastructure Fund is at ₹ 39.96 as of 26th August 2025. NAV is updated daily based on market closing prices.

What is the AUM of Quant Infrastructure Fund?

The AUM (i.e. assets under management) of Quant Infrastructure Fund is ₹3428.94 Cr as of 26th August 2025, indicating strong investor confidence in the fund.

What is the expense ratio of Quant Infrastructure Fund?

The expense ratio of Quant Infrastructure Fund Plan is 0.65 as of 26th August 2025, which is competitive for an actively managed equity fund.

What are the returns of Quant Infrastructure Fund since inception?

Quant Infrastructure Fund Direct-Growth scheme return performance in last 1 year is -10.83%, in last 3 years is 87.44% and 686.90% since scheme launch, showing strong long-term wealth creation potential.

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

Minimum SIP Investment is set to ₹1,000 making it accessible for systematic investment planning.

How do I invest in Quant Infrastructure Fund?

You can invest through Allvest platform by completing your KYC, selecting the fund, choosing investment amount and mode (SIP/lumpsum), and making payment online.

How to start a SIP in Quant Infrastructure Fund?

Log into your Allvest account, search for Quant Infrastructure Fund, select SIP option, choose amount (minimum ₹1,000), set frequency and start date for automatic investments.

How do I automate an SIP in Quant Infrastructure Fund?

Through Allvest, set up auto-debit mandate during SIP setup to automatically deduct the SIP amount from your bank account on chosen dates without manual intervention.

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

Login to Allvest, go to your portfolio, select Quant Infrastructure Fund, choose redeem option, specify units or amount to redeem. Exit load of 0.50% if redeemed within 3 months.