quant Equity Savings Fund
This is the Direct plan of quant Equity Savings Fund — bought from the fund house, with no distributor commission in its expense ratio. Income is retained in the fund, so it shows up as NAV rather than as a payout.
NAV history
Scorecard
★★★★☆4/5 vs 23 Equity Savings peers1Y- Performance 60%
- Risk 15%
- Cost 10%
- Downside 15%
How this is computed
Each verdict is computed from this fund's own metrics against its sub-category — the number behind it is shown, not a black-box rating. The stars weight the same ground 60/15/10/15 (performance/risk/cost/downside) across every fund in the peer group. Ranked within Equity Savings (same plan and option). Based on a 1-year record — this fund is too young for a 3-year CAGR, so its performance is ranked on 1Y against the same peers.
Not enough Equity Savings peers to rank yet
Volatility 5.8% vs 4.5% category avg
2.0% expense vs 1.3% category avg
Not enough history for a rolling 3Y view
Strengths & concerns
Generated from this fund's own numbers against its sub-category — each point names the figure behind it.
Strengths
- Ahead of the Equity Savings average on 3M/6M/1Y — 1Y by 4.62pp
- Ranks #1 of 23 on 1-year return in its Equity Savings cohort
Concerns
- More volatile than its Equity Savings peers (5.8% vs 4.5%)
- High expense ratio (2.03%) vs the Equity Savings average of 1.28%
Key Metrics
Scheme Info
DefinitionsPeriod returns (<1Y, absolute — not annualized)
DefinitionsAnnualized returns (≥1Y — CAGR)
DefinitionsAdvanced metrics — risk
Fund vs category average (Equity Savings)
| Period | Fund | Category avg. | Diff |
|---|---|---|---|
| 1M abs | -1.86% | -1.25% | -0.61% |
| 3M abs | +0.90% | -0.38% | +1.28% |
| 6M abs | +9.76% | +4.04% | +5.72% |
| 1Y CAGR | +7.73% | +3.11% | +4.62% |
| 3Y CAGR | — | +8.38% | — |
| 5Y CAGR | — | +7.54% | — |
Category average across peers in Equity Savings (up to 22 funds with data), same plan and option, excluding this fund. Under-1-year figures are absolute; 1Y and beyond are annualised (CAGR).
Not sure what a figure means? The glossary explains every metric, and the methodology shows the formulas.
Category rank
Vs 22 peers in Equity Savings
Backtest this fund
What a SIP or one-time investment would have grown to over this fund’s real NAV history.
12 monthly installments of ₹10,000 into quant Equity Savings Fund, valued at the latest NAV. XIRR annualizes for each installment’s timing.
Calendar-year returns
What the fund actually returned in each year, not the smoothed average.
| Year | Fund | |
|---|---|---|
| 2026part | +7.02% | |
| 2025part | +1.62% |
January–December, from this fund's NAV history. Absolute return, not annualised. “part” marks a year the fund didn't run end to end — its first year, the current year so far, or one it stopped reporting in.
Taxation
Taxed as equityThis is an equity-oriented fund (≥65% in Indian equities), so gains get the concessional capital-gains rates below — they do not add to your income-tax slab.
Flat, on the whole gain
On gains above ₹1.25 L per financial year
Applies to capital gains on redemption. Excludes IDCW/dividend tax, STT, surcharge and cess, and pre-2018 equity grandfathering. For research only — consult a tax advisor before filing.
Asset allocation
As on 31 Aug 2026 · AMC disclosure- Equity71.61%
- Cash & Equivalents18.62%
- Other9.77%
Fund size over time
Quarterly average AUM · AMFIAt or near its largest, ₹47.70Cr in April - June 2026. Size matters most where the mandate is narrow — a large small-cap or a very large flexi-cap book is harder to move without moving the price.
Net flow is an estimate: AMFI publishes a quarterly average AUM, not a closing balance, and it covers every plan and option of this scheme together, so it is a read on direction and rough size rather than a cash-flow statement.
AMC Profile
quant Mutual Fund is run by quant Money Managers, which acquired the erstwhile Escorts Mutual Fund in 2018 and rebranded it. The house runs a data-driven approach with markedly higher portfolio turnover than most of its peers.
Fund Managers
APAnkit PandeStart date not disclosed
Bachelor of Engineering degree (Electronics & Telecommunications) from the University of Pune. Master’s in Business Administration from The Chinese University of Hong Kong CFA – Level III
Experience of more than 14 years in Indian equities and of over 3 years in software products with Infosys’ core banking software, Finacle. Began his career in equity research in 2011, picking up the (U.S. based) CFA charter in 2015 and MBA from The Chinese University of Hong Kong in 2017. He won the Thomson Reuters StarMine Award for best stock picker in the IT sector in 2014 and is a lifetime member of the Beta Gamma Sigma Honour society.
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- quant Healthcare Fund
- Quant Infrastructure Fund
- Quant Large & Mid Cap Fund
- quant Large Cap Fund
- quant Manufacturing Fund
- Quant Mid Cap Fund
- quant Momentum Fund
- Quant Multi Asset Allocation Fund
- Quant Multi Cap Fund
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- quant Teck Fund
- Quant Value Fund
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SSSanjeev SharmaStart date not disclosed
PGDBA (Fin.), M.Com CerTM (Treasury & Forex Risk)
He has total work experience of more than two decade in equity, debt, fund management and treasury operations.
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- quant Arbitrage Fund
- quant BFSI Fund
- quant Business Cycle Fund
- quant Consumption Fund
- Quant Dynamic Asset Allocation Fund
- quant ESG Integration Strategy Fund
- Quant Flexi Cap Fund
- Quant Focused Fund
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- quant Large Cap Fund - Direct Plan - Growth Option
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- Quant Mid Cap Fund - Direct Plan - Growth Option
- quant PSU Fund - Direct Plan - Growth Option
- quant Teck Fund - Direct Plan - Growth Option
- Quant Value Fund - Direct Plan - Growth Option
VPVarun PattaniStart date not disclosed
Chartered Accountant
Varun after working briefly at an investment advisory firm, joined quant Mutual Fund in May 2021 as an Investment Analyst. With a strong commitment to a sector agnostic learning approach, he is deeply passionate about identifying investment opportunities and his analytical acumen and forward thinking approach has consistently delivered results. Over the past five years, Varun has cultivated a comprehensive and multi dimensional expertise in active fund management. His skill set includes macroeconomic research, sector and stock analysis, money flow assessments, primary market deal evaluations, and decoding medium to long-term market cycles using historical and macroeconomic data.
- quant Commodities Fund
- quant Consumption Fund
- quant ESG Integration Strategy Fund
- quant Healthcare Fund
- quant Manufacturing Fund
- Quant Multi Asset Allocation Fund
- Quant Multi Cap Fund
- Quant Small Cap Fund
- Quant Aggressive Hybrid Fund - Direct Plan - Growth Option
- quant BFSI Fund - Direct Plan - Growth Option
- quant Business Cycle Fund - Direct Plan - Growth Option
- quant Dynamic Asset Allocation Fund - Direct Plan - Growth Option
- Quant ELSS Tax Saver Fund - Direct Plan - Growth Option
- Quant Flexi Cap Fund - Direct Plan - Growth Option
- Quant Focused Fund - Direct Plan - Growth Option
- Quant Infrastructure Fund - Direct Plan - Growth Option
- Quant Large & Mid Cap Fund - Direct Plan - Growth Option
- quant Large Cap Fund - Direct Plan - Growth Option
- Quant Mid Cap Fund - Direct Plan - Growth Option
- quant Momentum Fund - Direct Plan - Growth Option
- quant PSU Fund - Direct Plan - Growth Option
- quant Quantamental Fund - Direct Plan - Growth Option
- quant Teck Fund - Direct Plan - Growth Option
- Quant Value Fund - Direct Plan - Growth Option
AKAyusha KumbhatStart date not disclosed
CFA – Level III - BSc (Hons) in Economics - University of Warwick MSc in Behavioural & Experimental Economics - University of East Anglia
Ayusha had joined quant Mutual Fund as a Research Analyst and have speciality in investment research, economics and strategy. Her strong analytical foundation and quantitative expertise have significantly contributed to the fund’s in-depth economic and strategic investment analysis. She has also led engagement initiatives with portfolio companies to inform investment decisions and has effectively utilized data and AI to enhance processes.
- Quant Aggressive Hybrid Fund - Direct Plan - Growth Option
- quant BFSI Fund - Direct Plan - Growth Option
- quant Business Cycle Fund - Direct Plan - Growth Option
- quant Commodities Fund - Direct Plan - Growth Option
- quant Consumption Fund - Direct Plan - Growth Option
- quant Dynamic Asset Allocation Fund - Direct Plan - Growth Option
- Quant ELSS Tax Saver Fund - Direct Plan - Growth Option
- quant ESG Integration Strategy Fund - Direct Plan - Growth Option
- Quant Flexi Cap Fund - Direct Plan - Growth Option
- Quant Focused Fund - Direct Plan - Growth Option
- quant Healthcare Fund - Direct Plan - Growth Option
- Quant Infrastructure Fund - Direct Plan - Growth Option
- Quant Large & Mid Cap Fund - Direct Plan - Growth Option
- quant Large Cap Fund - Direct Plan - Growth Option
- quant Manufacturing Fund - Direct Plan - Growth Option
- Quant Mid Cap Fund - Direct Plan - Growth Option
- quant Momentum Fund - Direct Plan - Growth Option
- Quant Multi Asset Allocation Fund - Direct Plan - Growth Option
- Quant Multi Cap Fund - Direct Plan - Growth Option
- quant PSU Fund - Direct Plan - Growth Option
- quant Quantamental Fund - Direct Plan - Growth Option
- Quant Small Cap Fund - Direct Plan - Growth Option
- quant Teck Fund - Direct Plan - Growth Option
- Quant Value Fund - Direct Plan - Growth Option
SKSameer KateManaging since 31 Jul 2025
Bachelor of Computer Science - Pune University MBA from IME Pune
Sameer has over two decades of experience in Indian equities and derivatives dealing. Prior to joining quant MF, Sameer was Sr. Sales Trader at Investec Capital covering equity and derivatives trading for domestic and foreign institutional clients. He has also worked for over 16 years at Kotak Securities (Institutional Equities) as a Derivatives Sales Trader. Varun after working briefly at an investment advisory firm, joined quant Mutual Fund in
- quant Arbitrage Fund
- quant Business Cycle Fund
- quant Commodities Fund
- quant Consumption Fund
- Quant ELSS Tax Saver Fund
- quant ESG Integration Strategy Fund
- Quant Flexi Cap Fund
- quant Healthcare Fund
- Quant Infrastructure Fund
- Quant Large & Mid Cap Fund
- quant Large Cap Fund
- Quant Multi Asset Allocation Fund
- quant PSU Fund
- Quant Small Cap Fund
- Quant Value Fund
- Quant Aggressive Hybrid Fund - Direct Plan - Growth Option
- quant BFSI Fund - Direct Plan - Growth Option
- quant Dynamic Asset Allocation Fund - Direct Plan - Growth Option
- Quant Focused Fund - Direct Plan - Growth Option
- quant Manufacturing Fund - Direct Plan - Growth Option
- Quant Mid Cap Fund - Direct Plan - Growth Option
- quant Momentum Fund - Direct Plan - Growth Option
- Quant Multi Cap Fund - Direct Plan - Growth Option
- quant Quantamental Fund - Direct Plan - Growth Option
- quant Teck Fund - Direct Plan - Growth Option
Fund managers from the AMC's filed Scheme Summary — its most recent filing for this scheme. Benchmark and dealing terms from it and this scheme's SEBI-filed Scheme Information Document on AMFI. Each manager's qualifications and role are reconciled across every filing this fund house makes for them, including its Statement of Additional Information. Total AUM via AMFI.
Explore from here
quant in the news
Headlines about the fund house, not this scheme in particular — highlights only; tap through to read the full story at the source.
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Returns and risk are computed from NAV history and may differ slightly from other portals due to methodology (rolling vs point-to-point, dividend treatment). For research only — not investment advice.
About Equity Savings funds
Equity savings funds split money across equity, arbitrage and debt. The hedged portion lowers risk, so they sit between hybrid and debt funds on the risk ladder while keeping equity taxation.
From the blog
Frequently asked questions
What is the NAV of quant Equity Savings Fund?
As of 05 Oct 2026, the NAV of quant Equity Savings Fund is ₹10.88 per unit. NAV (net asset value) is the fund's per-unit price, published once each business day.
What returns has quant Equity Savings Fund delivered?
quant Equity Savings Fund has returned +7.73% over 1 year and +7.26% per year since inception. Figures beyond one year are annualised (CAGR) and are computed from AMFI NAV history, so they may differ slightly from other portals.
What is the expense ratio of quant Equity Savings Fund?
quant Equity Savings Fund charges an expense ratio of 2.03% per year. This annual fee is already deducted from the NAV, so the returns you see are net of it.
What are the top holdings of quant Equity Savings Fund?
quant Equity Savings Fund's largest holdings are Quant Liquid Fund-Growth -Direct Plan (9.8%), Indus Towers Limited (8.2%), Piramal Finance Ltd (7.8%), Gujarat Themis Biosyn Ltd -QIP (7.1%) and Info Edge (India) Ltd (5.3%). Holdings are disclosed monthly and change over time.
How risky is quant Equity Savings Fund?
quant Equity Savings Fund is rated moderately high on SEBI's risk-o-meter, its trailing-3Y volatility (annualised) is 5.8% and its worst peak-to-trough fall in our sample was -5.0%. Higher volatility means the NAV swings more; the drawdown shows how far it has fallen from a peak historically.
What is the benchmark of quant Equity Savings Fund?
quant Equity Savings Fund is benchmarked against the Nifty Equity Savings TRI. Its alpha and beta on this page are measured against that index.
Who manages quant Equity Savings Fund?
quant Equity Savings Fund is managed by Ankit Pande, Sanjeev Sharma, Varun Pattani, Ayusha Kumbhat and Sameer Kate at quant.
How is quant Equity Savings Fund taxed?
quant Equity Savings Fund is an equity-oriented fund, so its capital gains get concessional rates: short-term gains (units held under 1 year) are taxed at 20%, and long-term gains (held 1 year or more) at 12.5% above a ₹1.25 lakh per-year exemption. These rates apply on redemption and don't add to your income-tax slab.