
Quant BFSI Fund(G)-Direct Plan
+20.79%
3Y annualised
+20.79%
3Y annualised
-1.30% 1D
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Buy, Hold or Sell?
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NAV : 13 Nov 2026
₹21.58
Min. SIP amount
₹1,000
Fund size (AUM)
822 Cr
Expense ratio
0.76%
Launched on
20 Jun 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 13 Nov 2026
₹21.58
Min. SIP amount
₹1,000
Fund size (AUM)
822 Cr
Expense ratio
0.76%
Launched on
20 Jun 2023
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
32.05%
Mid Cap
29.02%
Small Cap
37.44%
Others
0.65%
Sector Allocation
Finance
69.47%
Insurance
15.08%
Domestic Equities
9.64%
Treasury Bills
6.91%
Bank
5.16%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 15D, Nil after 15D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Sandeep Tandon
Present
Ankit Pande
Present
Varun Pattani
Present
Ayusha Kumbhat
Present
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FAQs
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