Quant Infrastructure Fund Direct Growth Review 2026: NAV, Returns, Portfolio & Should You Invest?
- September 21, 2026
- Posted by: Chaitanya Auti
- Category: Mutual Funds
Quant Infrastructure Fund Direct Growth Plan is at ₹46.2558 as of 18 Sep 2026, with scheme AUM of ₹3,163 Cr. Its 1-year, 3-year and 5-year returns are 10.81%, 17.91% and 18.97%, and the fund carries a High Risk tag. Our view is that it suits investors who can accept sharp swings in exchange for higher long-term growth potential, but the latest short-term performance has been softer than the longer trend.
The fund’s benchmark comparison and portfolio mix point to a differentiated equity strategy rather than a broad market style. With a concentrated set of large holdings and a sector-tilted book, it can behave differently from the Nifty 50 and may need patience through uneven stretches.
Quick facts
| Particular | Details |
|---|---|
| NAV | ₹46.2558 as of 18 Sep 2026 |
| AUM | ₹3,163 Cr |
| Expense Ratio | 0.65% |
| Launch Date | 07 Jan 2013 |
| Min SIP | ₹1,000 |
| Risk Category | High Risk |
| Benchmark | Nifty 50 |
| Fund Category | Equity |
| Exit Load | 0.50% on or before 3M, Nil after 3M |
| Fund Managers | Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat |
The fund is managed by Sandeep Tandon, Ankit Pande, Varun Pattani and Ayusha Kumbhat.
Source data date: as of 18 Sep 2026
Performance
| Period | Fund return | Benchmark return |
|---|---|---|
| 1M | -1.03% | -3.73% |
| 3M | -1.07% | -3.14% |
| 1Y | 10.81% | -5.31% |
| 3Y | 17.91% | 6.3% |
| 5Y | 18.97% | 5.79% |
The recent pattern has been mixed, with both the 1-month and 3-month returns slightly negative. Even so, the fund held up better than the benchmark over those same windows, which tells us the portfolio has recently been more resilient than the Nifty 50 even in a weak patch.
The 1-year number is a more important signal because it turns positive at 10.81% while the benchmark is negative. That gap suggests the fund has handled a difficult year better than a plain index approach, although the recent softness shows the path has not been smooth.
Over longer periods, the picture improves. The 3-year return of 17.91% and the 5-year return of 18.97% both stand well above the benchmark’s 6.3% and 5.79% respectively, which points to stronger compounding over a full market cycle. The longer-run trend is still upward, but the short-term dip reminds us that an infrastructure-focused equity fund can move unevenly even when the broader long-term pattern remains constructive.
Our view is that the fund has meaningfully outpaced the benchmark over 1, 3 and 5 years, yet its latest month-to-month behaviour is softer than the longer record. That combination usually matters for investors who can stay invested through weaker phases rather than reacting to every swing.
Source data date: as of 18 Sep 2026
Should you BUY or HOLD Quant Infrastructure?
A fund’s past returns alone don’t tell you whether you should buy it today or continue holding it.
The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.
Already holding Quant Infrastructure? Thinking of investing now?
Peer comparison
| Fund | 1Y return | 3Y return | 5Y return |
|---|---|---|---|
| Quant Infrastructure Fund Direct Growth Plan | 10.81% | 17.91% | 18.97% |
| ICICI Pru Strategic Metal and Energy Equity FoF Direct Growth Plan | 65.43% | 35.11% | Data not available |
| HDFC Pharma and Healthcare Fund Direct Growth Plan | 27.29% | Data not available | Data not available |
| Kotak Healthcare Fund Direct Growth Plan | 27.27% | Data not available | Data not available |
| Motilal Oswal Active Momentum Fund Direct Growth Plan | 25.8% | Data not available | Data not available |
| PGIM India Healthcare Fund Direct Growth Plan | 24.4% | Data not available | Data not available |
This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639. On a one-year view, the fund trails the strongest peer figures in this set, even though it remains above the benchmark. The longer record is more balanced: its 3-year and 5-year returns are materially stronger than the peers for which those periods are not available, but the peer set with available 1-year data shows that there are faster-moving alternatives in adjacent equity themes.
That split matters. Short-term comparison points to a fund that has been steadier than the benchmark but not the most aggressive in the peer list, while the longer-term numbers support a stronger compounding case. In other words, the fund’s recent pace is not as eye-catching as some peers, but its multi-year track record is still competitive.
Source data date: as of 18 Sep 2026
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Portfolio: where your money goes
| Holding | Sector | Weight |
|---|---|---|
| Samvardhana Motherson International Ltd | Automobile & Ancillaries | 9.90% |
| Adani Green Energy Limited | Power | 7.64% |
| Bharti Airtel Limited 29/09/2026 | Telecom | 7.48% |
| Kalyani Steels Ltd | Iron & Steel | 7.07% |
| Adani Power Limited | Power | 6.26% |
| Adani Enterprises Limited | Trading | 5.86% |
| Bharat Heavy Electricals Ltd | Capital Goods | 5.02% |
| ICICI Bank Limited | Bank | 4.87% |
| NCC Ltd | Infrastructure | 4.08% |
| Afcons Infrastructure Limited | Infrastructure | 3.90% |
The top 10 holdings account for approximately 62.08% of the portfolio.
To see all holdings, visit the Quant Infrastructure Fund Direct Growth Plan page
The largest holding, Samvardhana Motherson International Ltd, is 9.90%, which is large enough to matter but not so dominant that one position controls the whole portfolio. The tenth holding is 3.90%, so the weight drop from first to tenth is noticeable, and that suggests the fund spreads risk across several names rather than relying on a single bet.
The top five holdings are all above 6%, and the top 10 together make up about 62.08% of the disclosed book across 33 holdings. That structure may give the fund a meaningful core of higher-conviction positions while still leaving room for diversification deeper in the portfolio. The tilt toward power, infrastructure, telecom and industrial names also means the fund is likely to behave differently from a broad market index.
Overall, the holding pattern looks moderately concentrated at the top and then more distributed across the rest of the portfolio. That balance could support strong upside in favourable conditions, but it may also lead to sharper swings if the leading holdings or preferred sectors fall out of favour.
Source data date: as of 18 Sep 2026
Who should invest
This fund fits investors with a high tolerance for volatility and a medium-to-long investment horizon. Its High Risk label and sector-focused holdings make it better suited to people who can accept uneven short-term moves in pursuit of higher multi-year growth.
The 1-year return has been positive and ahead of the benchmark, while the 3-year and 5-year figures point to stronger compounding over time. The trade-off is that the fund can still lag in shorter stretches and may not feel as smooth as a broader equity fund.
Investors who want a diversified equity exposure with a clear infrastructure tilt may find the profile relevant, especially if they are comfortable with a portfolio that can move differently from the Nifty 50.
Tax and exit load
| Holding period | Tax rate | Description |
|---|---|---|
| Units held less than 1 year | 20% | Short-term capital gains tax |
| Units held more than 1 year | 12.5% | Long-term capital gains tax |
Exit load: 0.50% if units are sold within 3 months; nil after 3 months.
Source data date: as of 18 Sep 2026
Frequently asked questions
What is the current NAV of Quant Infrastructure Fund Direct Growth Plan?
The current NAV is ₹46.2558 as of 18 Sep 2026.
What are the fund’s 1-year, 3-year and 5-year returns?
The fund’s returns are 10.81% for 1 year, 17.91% for 3 years and 18.97% for 5 years.
How does the fund compare with the Nifty 50 benchmark?
It has outperformed the Nifty 50 across the 1-year, 3-year and 5-year periods shown here. The benchmark returns are -5.31%, 6.3% and 5.79% for those same time frames.
How does it compare with the listed peer funds?
Its 1-year return is lower than several peer funds in the table, but its 3-year and 5-year numbers are stronger than the peers for which those longer periods are unavailable. That makes the short-term and longer-term comparison tell different stories.
What is the minimum SIP amount?
The minimum SIP amount is ₹1,000.
What is the risk profile, and who manages the fund?
The fund is marked High Risk and is managed by Sandeep Tandon, Ankit Pande, Varun Pattani and Ayusha Kumbhat. The top holdings are led by Samvardhana Motherson International Ltd at 9.90% and the exit load is 0.50% within 3 months, nil after that.
Bottom line
Quant Infrastructure Fund Direct Growth Plan has a stronger multi-year record than its short-term patch suggests. Its recent returns have softened, yet the 3-year and 5-year numbers remain clearly ahead of the benchmark, and the peer set shows that some rivals are faster over 1 year while this fund still holds its ground over longer horizons. The portfolio is moderately concentrated at the top, with a clear tilt toward infrastructure-linked sectors, so it can suit investors who are comfortable with High Risk exposure and a differentiated equity style.
Published on 21 September 2026 at 10:59 AM IST
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RIA disclosure
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.