Quant Focused Fund-IDCW Reinvestment
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Equity, Large Cap, Principal at very high risk
1 Year Return 6.65% at 16 Feb 2026 03:56 PM
Fund Details
NAV 62.6629
Sub-Type Large Cap
Rating 3
Min. SIP Amount ₹1000.0
Fund Age(Year) 17.48
Fund Size(in Crores) 847.71
Fund Performance
1 Month -0.41%
3 Month -3.23%
6 Month 0.41%
1 Year 6.65%
3 Year 15.0%
5 Year 14.99%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.54%) Market Cap Large Cap 56.69 Small Cap 42.86 Top Sectors Financial 36.04 Automobile 16.35 Construction 9.77 Services 9.53 Capital Goods 8.25 Insurance 6.15 Consumer Staples 4.52 Healthcare 3.54 Materials 2.75 Metals & Mining 2.64 Top Holding ICICI Bank 9.76 HDFC Life Insurance 6.15 Bajaj Auto 10.1 Larsen & Toubro 9.77 HDFC Bank 9.5 Samvardhana Motherson 6.25 Varun Beverages 2.94 Coal India 2.75 Tata Steel 2.64 Adani Enterprises 9.53 Adani Green Energy 8.25 Shriram Finance 2.92 Colgate-Palmolive (India) 1.58 Capri Global 7.92 Kotak Mahindra Bank 5.93 Aurobindo Pharma 3.54
Debt & Others (0.45000000000000284%) Sector Allocation Net Payables -23.31 Fixed Deposits 19.44 Treasury Bills 4.33 Debt Credit Ratings Debt Category Reserve Bank of India 4.33 Others -3.87
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -1.22% Ret 1Y 11.89% Ret 3Y 15.56% Ret 5Y 13.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -1.22% Ret 1Y 11.89% Ret 3Y 15.56% Ret 5Y 13.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -1.22% Ret 1Y 11.89% Ret 3Y 15.56% Ret 5Y 13.07%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M 0.02% Ret 1Y 15.05% Ret 3Y 18.13% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M 0.02% Ret 1Y 15.05% Ret 3Y 18.13% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M 0.02% Ret 1Y 15.05% Ret 3Y 18.13% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -0.95% Ret 1Y 11.29% Ret 3Y 13.47% Ret 5Y 11.57%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -0.95% Ret 1Y 11.29% Ret 3Y 13.47% Ret 5Y 11.57%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -0.95% Ret 1Y 11.29% Ret 3Y 13.47% Ret 5Y 11.57%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M 0.42% Ret 1Y 12.78% Ret 3Y 21.14% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M 0.42% Ret 1Y 12.78% Ret 3Y 21.14% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.29%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Sanjeev Sharma
Education Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
Experience He has total work experience of 17 years including 13 years of experience in the financial market. He specializes in identifying crucial inflexion points in securities.
Varun Pattani
Education Mr. Pattani is an ACA
Experience Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.
Ayusha Kumbhat
Education CFA Level III, BSc (Hons) in Economics, MSc in Behavioural & Experimental Economics
Experience She is working with Quant Mutual fund as Research Analyst for the past 15 months, specializing in investment research.
Vasav Sahgal
Education B.Com. and CFA
Experience Prior to joining ITI AMC, he has worked with Quant Mutual Fund, Eqestar capital as Equity Research Analyst.
Ankit A Pande
Education Mr. Pande has done CFA and MBA
Experience Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.
Sandeep Tandon
Education Mr. Tandon has done MBA (Finance)
Experience Prior to joining Quant Mutual Fund, he has worked with ICICI Securities as Vice President, The Economic Times and IDBI AMC.
Lokesh Garg
Education MBA IIM Ahmedabad, B.Tech IIT Roorkee, CFP Level III
Experience Prior to joining Quant Mutual Fund, he was working with UBS, ICICI Bank in Treasury and Infosy, Kotak Institutional Equities
Sameer Kate
Education Bachelor of Computer Science, MBA from IME Pune.
Experience Prior to joining Quant Mutual Fund, he was working with Investec Capital and Kotak Securities,
Yug Tibrewal
Education B.M.S, CFA L1
Experience Yug is an investment professional with over 2 years of experience in dealing related activities
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 67
Date of Incorporation 2008-08-25
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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