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Sectoral / Thematicregulargrowth📊 NIFTY HEALTHCARE INDEX TRI

quant Healthcare Fund - Growth Option - Regular Plan

quant Mutual Fund

#84 of 213 (1Y)

₹16.2694

0.05 (-0.29%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹16.2694

0.05 (-0.29%)

29 May 2026

AMFI: 151855

Direct · Growth

₹₹17.0489

0.05 (-0.28%)

29 May 2026

AMFI: 151853

Regular · IDCW

₹₹16.2685

0.05 (-0.29%)

29 May 2026

AMFI: 151856

Direct · IDCW

₹₹17.0473

0.05 (-0.28%)

29 May 2026

AMFI: 151854

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-1.63%
1 Month+4.48%
3 Months+9.21%
6 Months+3.17%
1 Year+4.94%
3 Years (CAGR)
5 Years (CAGR)
10 Years (CAGR)
Since Inception (Jul 2023)+18.20%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+13.16%
3 Year SIP
5 Year SIP
Since Inception (Jul 2023)+10.44%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹17,000

Invested

₹19,744

Value today

10.6%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹1,627

Value today

18.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹8,23,976

Value today

-15.6%

vs lumpsum

Direct lumpsum would have beaten STP by 15.6% — but STP reduced timing risk

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹19,744

Benchmark

₹18,325

+₹1,419 extra wealth vs the benchmark index

Backtest this SIP yourself

Direct vs Regular — ₹500/month over 2 years

Expense ratio drag on your actual returns

Direct plan

₹13,695

Regular plan

₹13,460

Direct earns ₹235 more on a ₹12K investment0.98% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund Housequant Mutual Fund
CategorySectoral / Thematic
Plan Typeregular
Optiongrowth
AUM₹344 Cr
Expense Ratio2.42%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY HEALTHCARE INDEX TRI ✓
Launch Date17 Jul 2023
AMFI Code151855

Risk Metrics

Trailing 1 year, annualised

-0.21

Sharpe Ratio

-0.01

Alpha

0.45

Beta

-0.20

Sortino

17.89%

Std Dev

-20.07%

Max Drawdown

Portfolio Holdings

Top 24 holdings · as of Apr 2026

Equity15 holdings · 86.5%
Security% NAV

Zydus Wellness Ltd

INE768C01028

9.27%

ANTHEM BIOSCIENCES LIMITED

INE0CZ201020

9.17%

Aster DM Healthcare Limited

INE914M01019

8.90%

SMS Pharmaceuticals Limited

INE812G01025

8.86%

Sequent Scientific Limited

INE807F01027

8.62%

Alivus Life Sciences

INE03Q201024

7.27%

HFCL Limited

INE548A01028

7.14%

Pfizer Ltd

INE182A01018

6.42%

Aurobindo Pharma Limited

INE406A01037

5.15%

ICICI Prudential Life Insurance Co Ltd

INE726G01019

4.35%

HDFC Life Insurance Co Ltd

INE795G01014

3.80%

Medplus Health Services Limited

INE804L01022

3.72%

Glaxosmithkline Pharmaceuticals Ltd

INE159A01016

2.16%

Gland Pharma Limited

INE068V01023

1.40%

Strides Pharma Science Ltd

INE939A01011

0.30%
Debt6 holdings · 5.9%
Security% NAV

91 Days Treasury Bill 22-May-2026

IN002025X463

1.70%

91 Days Treasury Bill 07-May-2026

IN002025X448

0.85%

91 Days Treasury Bill 14-May-2026

IN002025X455

0.85%

91 Days Treasury Bill 04-Jun-2026

IN002025X489

0.85%

91 Days Treasury Bill 16-Jul-2026

IN002026X024

0.84%

91 Days Treasury Bill 23-Jul-2026

IN002026X032

0.84%
Derivatives2 holdings · 2.4%
Security% NAV

ICICI Bank Limited 26/05/2026

ICICIBANK260526

1.34%

HDFC Life Insurance Co Ltd 26/05/2026

HDFCLIFE260526

1.11%
Other1 holding · -2.4%
Security% NAV

NCA-NET CURRENT ASSETS

-2.40%

Performance Comparison

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Investment Objective

quant Healthcare Fund - Growth Option - Regular Plan invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

quant Healthcare Fund - Growth Option - Regular Plan is a Sectoral / Thematic mutual fund offered by quant Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹344 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY HEALTHCARE INDEX TRI. The current expense ratio is 2.42%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations