EquitySectoral/ ThematicDirect · Growth
quant BFSI Fund - Growth Option - Direct Plan
quant · Scheme 151791
₹21.15▼ 0.94%NAV · 2026-09-18
Strong FundScore
AUM
₹899 cr
Expense ratio
1.89%
3Y CAGR
23.4%
Risk level
High
Min SIP
₹1,000
Benchmark
Nifty 500 TRI
Fund manager: Sanjeev SharmaExit load: Exit load of 1%, if redeemed within 15 days.
Strong · 73/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Compounding well recently — 23.4% CAGR over 3 years.
- ✓3Y CAGR: +23.4%
- ✓Alpha vs benchmark: +15.9%
📉 What could drag it down
- •Pricey — 1.89% expense ratio quietly eats into long-term returns.
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •Expense ratio: 1.89%
FundScore breakdown
73/100 · Strong
Returns
Excellent
Consistency
Average
Risk-adjusted
Decent
Downside protection
Decent
Cost efficiency
Average
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.