Quant 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.