Quant BFSI Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Quant BFSI Fund - Regular Plan - Growth is ₹15.94.
It is better to invest in a fund with a longer track record as Quant BFSI Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty Financial Services - TRI returns, as Funds portfolio is significantly different.
Quant BFSI Fund - Regular Plan - Growth fund’s expense ratio is 2.38%
The process for redemption is
The AUM of Quant BFSI Fund - Regular Plan - Growth is currently ₹450 Crores.
The Top three stocks are JIO Financial Serv., Reliance Industries and Life Insurance Corp and account for 28% of its portfolio. Top 5 and 10 stocks of fund account for 44% and 70% of fund’s portfolio respectively.
Top three sectors of Quant BFSI Fund - Regular Plan - Growth fund are BFSI, Oil & Gas and Miscellaneous accounting for 85% of the total portfolio.
Funds Portfolio Quality is Not Good. It has a mix of Red, Orange and Mid cap or Small cap stocks.Since this is a Equity - Sectoral Fund - Banks & Financial Service it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Quant BFSI Fund - Regular Plan - Growth Fund is Equity - Sectoral Fund - Banks & Financial Service.
Sandeep Tandon and Ankit Pande manage the Quant BFSI Fund - Regular Plan - Growth Fund.
Quant BFSI Fund - Regular Plan - Growth current PE ratio is 27.99 and PB ratio is 5.96
The asset allocation of Quant BFSI Fund - Regular Plan - Growth is Stocks : 78.12%, Debt : 2.42% and Gold : 19.47%
The minimum SIP amount for Quant BFSI Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for Quant BFSI Fund - Regular Plan - Growth is 1% on or before 15 days, Nil after 15 days