How to check the XIRR of quant Quantamental Fund - Growth Option - Direct Plan?

You can track the exact XIRR and portfolio overlapping of quant Quantamental Fund - Growth Option - Direct Plan alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for quant Quantamental Fund - Growth Option - Direct Plan?

Use the MutualSaathi Portfolio Analyzer to compare quant Quantamental Fund - Growth Option - Direct Plan with other funds, PMS, and AIFs to detect hidden stock overlaps.

quant Quantamental Fund - Growth Option - Direct Plan

quant Mutual Fund

Expense Ratio: 0.8

Risk: Very High

Equity Scheme - Sectoral/ Thematic

Plan: Direct

Benchmark: Nifty 200 TRI

Inception: 13-04-2021

Exit Load: Nil

Fund Size:₹1,668.73 Cr

Performance

Fund12.09%

Cat. Avg.N/A

Fund1.60%

Cat. Avg.N/A

Fund19.36%

Cat. Avg.N/A

Fund20.76%

Cat. Avg.N/A

10Y

FundN/A

Cat. Avg.N/A

Fund21.53%

Cat. Avg.N/A

Fund Facts

Manager(s)

Varun Pattani

Taxation

Within 1 Year (STCG (Short Term)):20%

After 1 Year (LTCG (Long Term)):12.5%

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

Tap to expand

Market Cap

Tap to expand

Top Sectors

Tap to expand

Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	YTM	Val (Cr)	% Assets
1	TREPS 02-Apr-2026 DEPO 10	CASH	TREPS / Reverse Repo		TREPS / Reverse Repo	5.83%	301.36	21.98%
2	Piramal Finance Ltd	Equity	Listed	Mid Cap	Finance		137.10	10.00%
3	Adani Enterprises Limited	Equity	Listed	Large Cap	Metals & Minerals Trading		131.84	9.62%
4	HDFC Bank Limited	Equity	Listed	Large Cap	Banks		112.72	8.22%
5	Adani Green Energy Limited	Equity	Listed	Large Cap	Power		92.81	6.77%
6	Kotak Mahindra Bank Limited 28/04/2026	Derivative	Future/Option		Banks		83.39	6.08%
7	HDFC Life Insurance Co Ltd	Equity	Listed	Large Cap	Insurance		74.89	5.46%
8	Aurobindo Pharma Limited 28/04/2026	Derivative	Future/Option		Pharmaceuticals & Biotechnology		70.77	5.16%
9	Larsen & Toubro Limited	Equity	Listed	Large Cap	Construction		68.87	5.02%
10	Aurobindo Pharma Limited	Equity	Listed	Mid Cap	Pharmaceuticals & Biotechnology		66.67	4.86%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Aug, 25	60000	66614	+11.0%	+24.0%
2Y	07 Aug, 24	1.20 L.	1.36 L.	+13.3%	+13.3%
3Y	07 Aug, 23	1.80 L.	2.16 L.	+20.1%	+12.8%
5Y	09 Aug, 21	3 L.	4.79 L.	+59.5%	+19.2%
SI	07 May, 21	3.15 L.	5.18 L.	+64.5%	+19.4%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	15 Jul, 25	1 L.	1.12 L.	+12.1%	+12.1%
2Y	15 Jul, 24	1 L.	1.03 L.	+3.2%	+1.6%
3Y	17 Jul, 23	1 L.	1.69 L.	+68.8%	+19.1%
5Y	15 Jul, 21	1 L.	2.57 L.	+156.8%	+20.8%
SI	03 May, 21	1 L.	2.76 L.	+175.7%	+21.5%

SIP Planner

Visualize how small monthly investments grow over time.

Monthly SIP Amount

HNI/UHNI? Enter manually (Max: ₹10 Cr)

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

HNI/UHNI? Enter manually (Max: ₹1000 Cr)

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Gained

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.