quant bfsi regular growth
Quant BFSI Regular Growth

Quant BFSI Regular Growth

  • Very High Risk
  • Equity
  • Sector - Financial Services
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NAV as on Jun 26, 2025
i
Price per unit of the scheme.
17.29650.58%1 Day Change
7.43%
Minimum Investment₹5000
Expense Ratio2.33%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
Quant BFSI Regular Growth
VS
Equity: Sector - Financial Services Average NAV
    Topper in Equity: Sector - Financial Services
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Quant BFSI Regular Growth
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      0
    • Return
      0
    • Current Value
      0

    bt_logoFUND MANAGER

    Sandeep Tandon
    Sandeep Tandon
    i
    Lead Fund Manager.
    Jun 21, 2023 - Present
    • Fund Manager Rank--Out of 16
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed18
    • Total AUM89,600.70 Cr
    • Highest Return In 1 Yr8.26 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 109.30
    1.71%
    3.05%
    Very High Risk
    7,153.22Cr
    ₹ 152.39
    3.03%
    -%
    Very High Risk
    3,416.14Cr
    --
    ₹ 20.81
    2.63%
    2.19%
    Very High Risk
    1,794.51Cr
    Quant Flexi Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 109.30
    • Fund Size7,153.22Cr
    Fund Return1.71%
    Category Return3.05%
    Quant Multi Asset Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 152.39
    • Fund Size3,416.14Cr
    Fund Return3.03%
    Category Return--
    Quant Value Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.81
    • Fund Size1,794.51Cr
    Fund Return2.63%
    Category Return2.19%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sanjeev Sharma
    Sanjeev Sharma
    i
    Lead Fund Manager.
    Jun 21, 2023 - Present
    • Schemes managed21
    • Total AUM91,635.11 Cr
    • Highest Return In 1 Yr8.47 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 109.30
    1.71%
    3.05%
    Very High Risk
    7,153.22Cr
    ₹ 97.09
    4.03%
    2.95%
    Very High Risk
    1,049.53Cr
    ₹ 152.39
    3.03%
    -%
    Very High Risk
    3,416.14Cr
    Quant Flexi Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 109.30
    • Fund Size7,153.22Cr
    Fund Return1.71%
    Category Return3.05%
    Quant Focused fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 97.09
    • Fund Size1,049.53Cr
    Fund Return4.03%
    Category Return2.95%
    Quant Multi Asset Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 152.39
    • Fund Size3,416.14Cr
    Fund Return3.03%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Vasav Sahgal
    Vasav Sahgal
    i
    Lead Fund Manager.
    Jun 21, 2023 - Present
    • Schemes managed19
    • Total AUM89,995.92 Cr
    • Highest Return In 1 Yr8.72 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 109.30
    1.71%
    3.05%
    Very High Risk
    7,153.22Cr
    ₹ 97.09
    4.03%
    2.95%
    Very High Risk
    1,049.53Cr
    ₹ 412.56
    3.55%
    2.72%
    Very High Risk
    11,329.06Cr
    Quant Flexi Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 109.30
    • Fund Size7,153.22Cr
    Fund Return1.71%
    Category Return3.05%
    Quant Focused fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 97.09
    • Fund Size1,049.53Cr
    Fund Return4.03%
    Category Return2.95%
    Quant Tax Plan Growth Option Direct Plan
    Very High Risk
    • NAV₹ 412.56
    • Fund Size11,329.06Cr
    Fund Return3.55%
    Category Return2.72%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ankit A. Pande
    Ankit A. Pande
    i
    Lead Fund Manager.
    Jun 21, 2023 - Present
    • Schemes managed18
    • Total AUM89,600.70 Cr
    • Highest Return In 1 Yr8.26 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 109.30
    1.71%
    3.05%
    Very High Risk
    7,153.22Cr
    ₹ 97.09
    4.03%
    2.95%
    Very High Risk
    1,049.53Cr
    ₹ 152.39
    3.03%
    -%
    Very High Risk
    3,416.14Cr
    Quant Flexi Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 109.30
    • Fund Size7,153.22Cr
    Fund Return1.71%
    Category Return3.05%
    Quant Focused fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 97.09
    • Fund Size1,049.53Cr
    Fund Return4.03%
    Category Return2.95%
    Quant Multi Asset Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 152.39
    • Fund Size3,416.14Cr
    Fund Return3.03%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Ayusha Kumbhat
    Ayusha Kumbhat
    i
    Lead Fund Manager.
    Feb 3, 2025 - Present
    • Schemes managed18
    • Total AUM89,600.70 Cr
    • Highest Return In 1 Yr8.26 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 20.81
    2.63%
    2.19%
    Very High Risk
    1,794.51Cr
    --
    ₹ 17.87
    7.57%
    3.54%
    Very High Risk
    608.06Cr
    --
    ₹ 36.08
    2.33%
    2.48%
    Very High Risk
    298.68Cr
    Quant Value Fund Direct Growth
    Very High Risk--
    • NAV₹ 20.81
    • Fund Size1,794.51Cr
    Fund Return2.63%
    Category Return2.19%
    Quant BFSI Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.87
    • Fund Size608.06Cr
    Fund Return7.57%
    Category Return3.54%
    Quant ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 36.08
    • Fund Size298.68Cr
    Fund Return2.33%
    Category Return2.48%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Varun Pattani
    Varun Pattani
    i
    Lead Fund Manager.
    Feb 19, 2025 - Present
    • Schemes managed18
    • Total AUM89,600.70 Cr
    • Highest Return In 1 Yr8.26 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 152.39
    3.03%
    -%
    Very High Risk
    3,416.14Cr
    ₹ 246.32
    0.68%
    4.13%
    Very High Risk
    9,031.52Cr
    ₹ 280.03
    3.61%
    3.95%
    Very High Risk
    28,205.21Cr
    Quant Multi Asset Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 152.39
    • Fund Size3,416.14Cr
    Fund Return3.03%
    Category Return--
    Quant Mid Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 246.32
    • Fund Size9,031.52Cr
    Fund Return0.68%
    Category Return4.13%
    Quant Small Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 280.03
    • Fund Size28,205.21Cr
    Fund Return3.61%
    Category Return3.95%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Sameer Kate
    Sameer Kate
    i
    Lead Fund Manager.
    Mar 6, 2025 - Present
    • Schemes managed18
    • Total AUM89,600.70 Cr
    • Highest Return In 1 Yr8.26 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    --
    ₹ 24.54
    2.99%
    -%
    Very High Risk
    1,958.21Cr
    --
    ₹ 17.36
    2.64%
    1.61%
    Moderately High risk
    1,247.38Cr
    ₹ 152.39
    3.03%
    -%
    Very High Risk
    3,416.14Cr
    Quant Quantamental Fund Direct Growth
    Very High Risk--
    • NAV₹ 24.54
    • Fund Size1,958.21Cr
    Fund Return2.99%
    Category Return--
    Quant Dynamic Asset Allocation Fund Direct Growth
    Moderately High risk--
    • NAV₹ 17.36
    • Fund Size1,247.38Cr
    Fund Return2.64%
    Category Return1.61%
    Quant Multi Asset Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 152.39
    • Fund Size3,416.14Cr
    Fund Return3.03%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Yug Tibrewal
    Yug Tibrewal
    i
    Lead Fund Manager.
    Mar 6, 2025 - Present
    • Schemes managed18
    • Total AUM89,600.70 Cr
    • Highest Return In 1 Yr8.26 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    ₹ 412.56
    3.55%
    2.72%
    Very High Risk
    11,329.06Cr
    --
    ₹ 17.36
    2.64%
    1.61%
    Moderately High risk
    1,247.38Cr
    ₹ 129.04
    2.95%
    3.45%
    Very High Risk
    3,738.84Cr
    Quant Tax Plan Growth Option Direct Plan
    Very High Risk
    • NAV₹ 412.56
    • Fund Size11,329.06Cr
    Fund Return3.55%
    Category Return2.72%
    Quant Dynamic Asset Allocation Fund Direct Growth
    Moderately High risk--
    • NAV₹ 17.36
    • Fund Size1,247.38Cr
    Fund Return2.64%
    Category Return1.61%
    Quant Large and Mid Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 129.04
    • Fund Size3,738.84Cr
    Fund Return2.95%
    Category Return3.45%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on May, 2025
    EQUITY (99.41%)
    DEBT (-%)
    CASH (0.59%)
    Allocation by Market Cap
    Large Cap(38.97%)
    Mid Cap(34.38%)
    Small Cap(26.05%)
    Industry Holdings
    • Banks Regional26.70%
    • Insurance Life13.59%
    • Asset Management13.21%
    • Insurance Brokers New12.52%
    • Financial Conglomerates12.41%
    • Specialty Finance10.07%
    Stock Holdings
    • Life Insurance Corporation of India10.53%
    • Jio Financial Services Ltd10.23%
    • PB Fintech Ltd9.70%
    • Piramal Enterprises Ltd9.61%
    • Future on HDFC Life Insurance Co Ltd9.53%
    • RBL Bank Ltd8.86%

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      4.54
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      87.58
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      0.96
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      --
      This Fund
      VS
      0.83
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      --
      This Fund
      VS
      1.65
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      --
      This Fund
      VS
      15.63
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    --
    ₹ 17.87
    7.57%
    2.83%
    Very High Risk
    ₹ 608.06 Cr
    --
    ₹ 15.86
    4.10%
    1.77%
    Very High Risk
    ₹ 2,624.37 Cr
    ₹ 97.09
    4.03%
    2.59%
    Very High Risk
    ₹ 1,049.53 Cr
    ₹ 280.03
    3.61%
    4.47%
    Very High Risk
    ₹ 28,205.21 Cr
    ₹ 412.56
    3.55%
    2.45%
    Very High Risk
    ₹ 11,329.06 Cr
    ₹ 41.86
    3.36%
    3.02%
    Very High Risk
    ₹ 3,370.02 Cr
    Quant BFSI Fund Direct Growth
    Very High Risk--
    • NAV₹ 17.87
    • Fund Size₹ 608.06 Cr
    1 Month Return7.57%
    Category Return2.83%
    Quant Large Cap Fund Direct Growth
    Very High Risk--
    • NAV₹ 15.86
    • Fund Size₹ 2,624.37 Cr
    1 Month Return4.10%
    Category Return1.77%
    Quant Focused fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 97.09
    • Fund Size₹ 1,049.53 Cr
    1 Month Return4.03%
    Category Return2.59%
    Quant Small Cap Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 280.03
    • Fund Size₹ 28,205.21 Cr
    1 Month Return3.61%
    Category Return4.47%
    Quant Tax Plan Growth Option Direct Plan
    Very High Risk
    • NAV₹ 412.56
    • Fund Size₹ 11,329.06 Cr
    1 Month Return3.55%
    Category Return2.45%
    Quant Infrastructure Fund Growth Option Direct Plan
    Very High Risk
    • NAV₹ 41.86
    • Fund Size₹ 3,370.02 Cr
    1 Month Return3.36%
    Category Return3.02%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Quant Money Managers Limited
    Quant Money Managers Limited manages assets worth ₹ 96,123.64 crores. It’s current offering of mutual fund schemes includes 21 equity, 1 debt and 3 hybrid schemes.
    phone icon
    Phone
    022-62955000
    mail icon
    Email
    help.investor@quant.in
    aum
    AUM
    96,123.64 Cr (
    As on May 31, 2025
    )
    location
    Address
    Appasaheb Marathe Marg, Prabhadevi Mumbai,400 025

    bt_logoFAQ's

    What is the category of Quant BFSI Regular Growth ?
    The category of Quant BFSI Regular Growth is Equity - Sector - Financial Services
    What is the current NAV of Quant BFSI Regular Growth ?
    The current NAV of Quant BFSI Regular Growth as on Jun 26, 2025 is ₹17.30
    How safe is Quant BFSI Regular Growth ?
    The risk level of Quant BFSI Regular Growth is Very High.
    What are short term returns given by Quant BFSI Regular Growth ?
    The return given by Quant BFSI Regular Growth in 1 month is 7.43%, 3 months is 18.40%, 6 months is 9.66%, and 1 year is 1.75%
    What are the long term returns given by Quant BFSI Regular Growth ?
    The return given by Quant BFSI Regular Growth in 3 years is -- and 5 years is --.
    What is the expense ratio of Quant BFSI Regular Growth ?
    The expense ratio of Quant BFSI Regular Growth is 2.33%
    What is the AUM of Quant BFSI Regular Growth ?
    The assets under Management (AUM) of Quant BFSI Regular Growth is Rs 608.06 crores.
    What is the minimum investment in Quant BFSI Regular Growth ?
    The minimum Lumpsum investment in Quant BFSI Regular Growth is ₹5,000.00 and the minimum SIP investment in Quant BFSI Regular Growth is ₹1,000.00
    What is the asset allocation of Quant BFSI Regular Growth?
    Quant BFSI Regular Growth has an exposure of 99.41% in Equity and 0.59% in Cash & Money Market Securities