Quant BFSI Fund - Regular Plan Growth - Growth
Quant Money Managers Limited
₹19.54 (+1.40%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
8.66% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 2.35%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Sector - Financial Services
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,088
Invested ₹1,000
▲+8.82%1 year
₹1,087
Invested ₹1,000
▲+8.66%3 years
₹1,186
Invested ₹1,000
▲+18.63%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | Nifty Financial Services TR INR |
|---|---|
| Secondary Index Name | BSE BANKEX INR |
| Index Name | Nifty Financial Services TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | +8.66% | +18.63% | — | — |
| Cumulative returns (%) | +8.66% | +66.97% | — | — |
Fund Manager
| Manager | Yug Tibrewal |
|---|---|
| Role | Manager |
| Manager Tenure | 1.57 yrs |
About Fund
| Date of Incorporation | 21 Jun 2023 |
|---|---|
| Fund House | Quant Money Managers Limited |
| Custodian | HDFC Bank Ltd |
| Registrar / Transfer Agent | Quant Money Managers Limited |
| Address | HDFC Bank House,Kamala Mills Compound,Senapati Bapat Marg,,Lower Parel (W), |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Canara HSBC Life Insurance Co Ltd | 10.30% |
| Capri Global Capital Ltd | 10.13% |
| IDBI Bank Ltd | 10.00% |
| State Bank of India | 9.77% |
| RBL Bank Ltd | 9.70% |
| Piramal Finance Ltd | 9.53% |
| HDFC Bank Ltd | 9.49% |
| Manappuram Finance Ltd | 9.48% |
| Piramal Enterprises Ltd | 9.45% |
| Life Insurance Corporation of India | 9.16% |
| ICICI Prudential Asset Management Co Ltd | 9.14% |
| Nippon Life India Asset Management Ltd Ordinary Shares | 9.12% |
| AU Small Finance Bank Ltd | 9.06% |
| Union Bank of India | 9.01% |
| Shriram Finance Ltd | 8.93% |
| HDFC Asset Management Co Ltd | 8.63% |
| LIC Housing Finance Ltd | 8.19% |
| Anand Rathi Wealth Ltd | 7.23% |
| Yes Bank Ltd | 6.28% |
| SBI Cards and Payment Services Ltd Ordinary Shares | 6.09% |
| Kotak Mahindra Bank Ltd | 5.45% |
| Bajaj Finance Ltd | 5.26% |
| OnEMI Technology Solutions Ltd | 5.09% |
| Aptus Value Housing Finance India Ltd | 3.69% |
Investment Strategy
The primary investment objective of the scheme is to generate consistent returns by investing in equity and equity related instruments of banking and financial services. However, there is no assurance that the investment objective of the Scheme will be achieved.
Capital appreciation over long term
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.