NAVs of Quant Mutual Fund Schemes Surged by 6 Per cent in Three Days
Quant Mutual Fund schemes surged 6 per cent in three days as market recovery and high-beta stock exposure drove gains, reflecting a shift from defensive to aggressive portfolio positioning.
Quant Mutual Fund, known for its dynamic investment strategy and high-beta stock selections, has recently seen a strong recovery. From March 03 to March 06, 2025, several Quant MF schemes have delivered returns of around 6 per cent, reflecting a shift in sentiment and a more aggressive portfolio positioning.
DSIJ’s ' Upstream Pick’ service recommends well researched contrarian stocks with high potential and high reward. If this interests you, do download the service details here.
Quant MF has been gradually increasing its exposure to high-beta Small-Cap stocks after reducing its defensive stance. The fund house had earlier held nearly 19 per cent of its assets in cash, adopting a conservative approach amid market volatility. However, recent data suggests that cash holdings have been reduced to 7 per cent, signaling a renewed bullish stance.
As markets showed signs of recovery, Quant MF's strategic tilt toward high-beta stocks appears to have worked in its favor. The fund house had communicated its plan to prune defensive exposure and increase allocation to cyclical and growth-oriented sectors. This shift has contributed to the recent performance, with key schemes posting around 6 per cent gains in just three days.
Quant MF manages 24 equity schemes, many of which have struggled over the past year. The recent rebound has provided relief to investors, aligning with the fund house’s philosophy of leveraging market corrections to identify high-growth opportunities. Industry experts believe that if the market recovery sustains, Quant MF’s aggressive strategy could further enhance returns.
Following are the Quant Mutual Fund Schemes and their NAV performance from March 3, 2025 to March 6, 2025:
|
Funds
|
AUM(in Rs. cr)
|
Expense Ratio (%)
|
NAV
|
Point to Point Return (%) -March 03 to March 06, 2025
|
|
Quant Commodities Fund
|
346.4
|
2.46
|
12.01
|
6.35
|
|
Quant PSU Fund
|
653.1
|
2.39
|
9.24
|
5.13
|
|
Quant Healthcare Fund
|
347.5
|
2.42
|
13.75
|
5.1
|
|
Quant Small Cap Fund
|
22832.4
|
1.65
|
224.39
|
4.86
|
|
Quant Business Cycle Fund
|
1163.7
|
2.14
|
14.49
|
4.79
|
|
Quant Infrastructure Fund
|
2913.6
|
1.97
|
33.57
|
4.64
|
|
Quant Teck Fund
|
359.8
|
2.43
|
11.17
|
4.42
|
|
Quant Manufacturing Fund
|
789.1
|
2.31
|
13.4
|
4.31
|
|
Quant Active Fund
|
8767.1
|
1.76
|
565.85
|
4.3
|
|
Quant Mid Cap Fund
|
7615.7
|
1.79
|
194.55
|
4.15
|
|
Quant Flexi Cap Fund
|
6188.8
|
1.82
|
87.17
|
3.95
|
|
Quant ESG Equity Fund
|
260.3
|
2.44
|
29.2
|
3.92
|
|
Quant Large & Mid Cap Fund
|
3242.2
|
1.94
|
103.81
|
3.82
|
|
Quant ELSS Tax Saver Fund
|
9486.3
|
1.68
|
319.18
|
3.77
|
|
Quant Value Fund
|
1602.6
|
2.06
|
17.34
|
3.72
|
|
Quant BFSI Fund
|
549
|
2.4
|
14.23
|
3.33
|
|
Quant Quantamental Fund
|
1801.5
|
2.06
|
20.25
|
3.25
|
|
Quant Focused Fund
|
965.8
|
2.22
|
77.26
|
3.2
|
|
Quant Momentum Fund
|
1621.2
|
2.13
|
12.88
|
3
|
|
Quant Large Cap Fund
|
2295.6
|
1.98
|
13.23
|
2.88
|
|
Quant Consumption Fund
|
277.8
|
2.45
|
9.36
|
2.68
|
Disclaimer: The article is for informational purposes only and not investment advice.