Quant PSU Fund - Regular (IDCW) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of Quant PSU Fund - Regular (IDCW) (44637) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Quant PSU Fund - Regular (IDCW)
Quant Money Managers Limited
The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of Public Sector Undertakings (PSUs). There is no assurance that the investment objective of the Scheme will be realized.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Established Team
Quality Score
Below Average
Quant PSU Fund - Regular (IDCW) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Cautious Entry Point
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Equity Exposure
Market exposure level
Management Stability
Fund manager experience
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Cost Efficiency
Fund management costs
Investment Timing Insights
See how your money can grow and compare with popular investment options
Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| TREPS | Debt Others | 11.32% |
| Life Insurance Corporation of India | Insurance | 9.87% |
| Indian Oil Corporation Ltd | Refineries | 9.29% |
| State Bank of India | Banks | 6.91% |
| Oil & Natural Gas Corpn Ltd | Crude Oil & Natural Gas | 6.62% |
| TBILL-91D | T Bills | 5.95% |
| Bharat Petroleum Corporation Ltd | Refineries | 5.44% |
| Hindustan Petroleum Corporation Ltd | Refineries | 3.59% |
| Engineers India Ltd | Infrastructure Developers & Operators | 2.98% |
| Oil India Ltd | Oil Exploration / Allied Services | 2.90% |
Sector Breakdown
Compare against Sectoral / Thematic category average
Performance Summary
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
Quant PSU Fund - Regular (IDCW) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1531.82 | 4.17% | 20.90% | -2.29% |
| Aditya Birla SL MNC Fund - (G) | ₹1374.21 | 3.98% | 20.48% | -2.95% |
| Nippon India Banking&Financial Services-Dir(G) | ₹705.66 | -2.23% | 13.57% | 4.61% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹705.66 | -2.23% | 13.57% | 4.61% |
| Nippon India Banking&Financial Services (G) | ₹644.41 | -2.44% | 13.09% | 3.74% |
| Nippon India Banking&Financial Services (Bonus) | ₹644.41 | -2.44% | 13.09% | 3.74% |
| Nippon India Pharma Fund - Direct (G) | ₹572.40 | 2.59% | 13.30% | 0.45% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹572.40 | 2.59% | 13.30% | 0.45% |
| Franklin India Technology Fund - Direct (G) | ₹570.37 | 3.31% | 7.85% | -5.66% |
| ICICI Pru FMCG Fund - Direct (G) | ₹522.74 | 3.11% | 13.18% | -7.36% |
Category Average Returns
Sandeep Tandon
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.