Quant PSU Fund - Direct (G)

Basic Details

Lumpsum Returns

Note: Lumpsum Returns since Inception Date.

SIP Returns

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Risk Ratios

Top 10 stock holding in portfolio

Peer Comparison

List of Schemes under Quant Mutual Fund

News

• Quant Mutual Fund launches Hybrid Long-Short SIF

  Quant Mutual Fund has launched its second Specialised Investment Fund (SIF), the QSIF Hybrid Long-Short Fund, an investment scheme combining equity and debt strategies with a limited shorting option. The new fund offer (NFO) opened for subscription on September 25, 2025, and will close on October 9. Units will reopen for continuous sale and repurchase within five business days from the date of allotment.

  The scheme aims to balance capital appreciation with income generation by maintaining a minimum 25% exposure each in equity and debt, while allowing up to 25% short derivative positions to enhance returns and manage risk. It will be benchmarked against the Nifty 50 Hybrid Composite Debt 50:50 Index and managed by Sandeep Tandon, Lokesh Garg, Ankit Pande, Sameer Kate, and Sanjeev Sharma.

  A conservative hybrid long-short strategy aims to lock-in fixed gains from equity arbitrage and fixed income securities as well as capital appreciation from unhedged long & short exposure strategies via extensive usage of derivative instruments within regulatory limits.

  The minimum application amount is Rs 10 lakh plus in multiple of Re 1 thereafter. The maximum permissible total expense ratio (TER) is capped at 2.25% under SEBI regulations.

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• Quant Mutual Fund files draft papers with SEBI for hybrid long-short fund

  Quant Mutual Fund has submitted draft documents to SEBI to launch the QSIF Hybrid Long-Short Fund under its Specialized Investment Funds (SIF) platform. The fund will follow an interval strategy, investing in both equity and debt securities while taking limited short positions through derivatives.

  The scheme aims to offer a mix of capital appreciation and income, maintaining a minimum of 25% exposure each to equities and debt. Derivatives can be used up to 25% of the portfolio for return enhancement and risk management. The fund will benchmark its performance against the Nifty 50 Hybrid Composite Debt 50:50 Index.

  Asset allocation is flexible yet controlled: equities and related instruments can account for 25-75% of assets, debt and money market securities 25-75%, and REITs/InvITs up to 20%. Derivative usage is a key feature, with unhedged short positions capped at 25% and hedged positions allowed up to 100% of assets. Allocations will be dynamically adjusted based on market conditions, with periodic rebalancing to ensure compliance, manage risk, and capture opportunities.

  Subscriptions will be open on all business days, while redemptions will be allowed every Tuesday and Wednesday. Units will also be listed on NSE, providing additional liquidity for investors in demat form.

  The New Fund Offer (NFO) will be priced at Rs 10 per unit, with a minimum investment of Rs 10 lakh for general investors and Rs 1 lakh for accredited investors. Post-NFO, SIP, SWP, and STP facilities will be available. An exit load of 1% will apply if units are redeemed within 15 days of allotment, and none thereafter.

  The fund will be offered in Regular and Direct Plans, with Growth and IDCW (payout/reinvestment) options. NAVs will be disclosed daily on the AMC and AMFI websites.

  The QSIF Hybrid Long-Short Fund is targeted at investors seeking a high-risk, high-reward strategy blending equity, debt, and derivatives, all within a regulated SIF structure.

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• Quant MF files for two new specialized investment funds

  Quant Mutual Fund has filed offer documents with the Securities and Exchange Board of India (Sebi) to launch two new schemes under the Specialized Investment Fund (SIF) framework. The proposed products are the qsif Equity Long-Short Fund and the qsif Equity Ex-Top 100 Long-Short Fund.

  This marks the first product filing under the new SIF framework, which allows fund houses to adopt a variety of strategies across equity, debt and hybrid categories. The minimum investment size for SIF products is set at Rs 10 lakh, making them targeted at high net-worth and sophisticated investors.

  So far, Sebi has approved seven distinct strategies under the framework, including three in the equity segment ' the equity long-short fund, the equity ex-top 100 long-short fund, and the sector rotation long-short fund. Quant has filed for the first two categories.

  The qsif Equity Long-Short Fund will invest at least 80% of its portfolio across large-, mid- and small-cap equities, while also taking short positions of up to 25% through futures and options. The strategy seeks to generate returns from both rising and falling markets. Up to 20% of the fund may be allocated to debt and money market instruments for liquidity management. The benchmark for the scheme will be the Nifty 500 Total Return Index (TRI).

  The qsif Equity Ex-Top 100 Long-Short Fund aims to capture opportunities in the mid- and small-cap space by investing at least 65% of assets in companies outside the top 100 by market capitalisation. It may allocate up to 35% in large-cap equities or debt. The scheme will actively use derivative strategies ' ranging from short futures to bear spreads and synthetic shorts ' to manage risk and enhance returns in a volatile segment.

  Quant's dual filings highlight how fund houses are preparing to leverage Sebi's new SIF framework to offer more dynamic, risk-managed strategies beyond traditional long-only equity products. For investors, such funds may open up differentiated opportunities, though they come with higher risk and complexity due to their reliance on derivatives.

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Fund House Details & Investment Objective