Quant Value Fund Direct growth

Equity • Value • Direct growth

Fund Info

Equity

Value

Direct growth

Launched On
01 Dec 2021
3.4 years ago
Lock-in Period
No lock-in
NAV
as of 06 May 2025
₹19.1
-2.4194% (-0.40)
AUM
₹1,675 Cr
Expense ratio
0.4%
Benchmark
Fund Plan

Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold before 15D

1%

If units sold after 15D

0%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

28.04%
Consumer Defensive

Consumer Defensive

13.97%
Industrials

Industrials

11.85%
Energy

Energy

11.63%
Utilities

Utilities

10.76%

Fund Managers

Sanjeev Sharma

Experience: 8.25 yrs • Total AUM: 5,43,012 Cr

Ankit A. Pande

Experience: 4.98 yrs • Total AUM: 5,21,134 Cr

Sandeep Tandon

Experience: 3.99 yrs • Total AUM: 5,08,132 Cr

Varun Pattani

Experience: 3.08 yrs • Total AUM: 5,08,132 Cr

Ayusha Kumbhat

Experience: yrs • Total AUM: 5,08,132 Cr

Sameer Kate

Experience: yrs • Total AUM: 5,08,132 Cr

Yug Tibrewal

Experience: yrs • Total AUM: 5,08,132 Cr

CAGRInfo Icon

₹1,000 invested for 5 years
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Distribution

Market capital

Fund House

Quant

Quant

Inc: 23 Sep 1996 • Total AUM: ₹82,479 Cr • Rank #19
Quant Mutual Fund, started in 2008, has Quant Capital Finance & Investments Pvt Ltd as its sponsors. The fund house is headed by Sandeep Tandon as the CEO. As of 31 March 2024, it has an AUM of ₹77,378 Cr.

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.