
Quant Focused Fund(G)-Direct Plan
+13.67%
5Y annualised
+13.67%
5Y annualised
+2.13% 1D
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Buy, Hold or Sell?
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NAV : 18 Sep 2026
₹105.32
Min. SIP amount
₹1,000
Fund size (AUM)
850 Cr
Expense ratio
0.75%
Launched on
07 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 18 Sep 2026
₹105.32
Min. SIP amount
₹1,000
Fund size (AUM)
850 Cr
Expense ratio
0.75%
Launched on
07 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
76.49%
Mid Cap
7.82%
Small Cap
9.18%
Others
0.59%
Sector Allocation
Domestic Equities
16.90%
Power
16.72%
Telecom
12.57%
Crude Oil
9.42%
Trading
8.35%
Capital Goods
6.56%
Treasury Bills
6.54%
Healthcare
6.49%
Others
22.40%
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
Similar/Peer Fund Comparison
Motilal Oswal Focused Fund(G)-Direct Plan
Old Bridge Focused Fund(G)-Direct Plan
SBI Focused Fund(G)-Direct Plan
Quant Focused Fund(G)-Direct Plan
HSBC Focused Fund(G)-Direct Plan
ITI Focused Fund(G)-Direct Plan
Kotak Focused Fund(G)-Direct Plan
Union Focused Fund(G)-Direct Plan
FAQs
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