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1h agoQuant PSU Fund – Thematic Public Sector Equity
The Quant PSU Fund, launched on 20 February 2024, is a thematic equity scheme investing predominantly in public sector undertakings (PSUs). As of early November 2025 its AUM is ~₹604 crore and expense ratio around ~1.04%. Since inception it has delivered ~4.4% CAGR, compared with thematic PSU‑equity category expectations of ~10‑14%. The portfolio is ~90% equity and ~10% cash equivalents, with large exposures to PSU banks, energy & infrastructure companies. The scheme is suited for investors seeking PSU‑sector exposure and willing to accept above‑average risk and thematic concentration.
Explore:Mutual Fund Themes
neutral
1h agoQuant PSU Fund – Thematic Public Sector Equity
The Quant PSU Fund, launched on 20 February 2024, is a thematic equity scheme investing predominantly in public sector undertakings (PSUs). As of early November 2025 its AUM is ~₹604 crore and expense ratio around ~1.04%. Since inception it has delivered ~4.4% CAGR, compared with thematic PSU‑equity category expectations of ~10‑14%. The portfolio is ~90% equity and ~10% cash equivalents, with large exposures to PSU banks, energy & infrastructure companies. The scheme is suited for investors seeking PSU‑sector exposure and willing to accept above‑average risk and thematic concentration.
Explore:Mutual Fund Themes
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Quant PSU Fund – Thematic Public Sector Equity
about 2 hours ago
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Quant PSU Fund is a PSU‑equity thematic scheme, ~90% equity allocation, ~4.4% start‑to‑date return versus higher category norms.
The Quant PSU Fund, launched on 20 February 2024, is a thematic equity scheme investing predominantly in public sector undertakings (PSUs). As of early November 2025 its AUM is ~₹604 crore and expense ratio around ~1.04%. Since inception it has delivered ~4.4% CAGR, compared with thematic PSU‑equity category expectations of ~10‑14%. The portfolio is ~90% equity and ~10% cash equivalents, with large exposures to PSU banks, energy & infrastructure companies. The scheme is suited for investors seeking PSU‑sector exposure and willing to accept above‑average risk and thematic concentration.
The Quant PSU Fund, launched on 20 February 2024, is a thematic equity scheme investing predominantly in public sector undertakings (PSUs). As of early November 2025 its AUM is ~₹604 crore and expense ratio around ~1.04%. Since inception it has delivered ~4.4% CAGR, compared with thematic PSU‑equity category expectations of ~10‑14%. The portfolio is ~90% equity and ~10% cash equivalents, with large exposures to PSU banks, energy & infrastructure companies. The scheme is suited for investors seeking PSU‑sector exposure and willing to accept above‑average risk and thematic concentration.
Companies:
Quant Mutual Fund
Tags:
mutual_funds
thematic equity
mutual_funds
thematic equity
PSU stocks
Quant
India
Nov 7, 2025 • 18:24 IST