The scheme seeks to generate consistent returns by investing in equity and equity related instruments of banking and financial services.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Yug Tibrewal
B.M.S, CFA L1
Yug is an investment professional with over 2 years of experience in dealing related activities
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Quant BFSI Fund is ₹19.53 as of 2026-10-01.
Quant BFSI Fund is classified as a Sectoral-Banking & Financial Services fund.
Quant BFSI Fund is managed by Quant Mutual Fund.
The Assets Under Management (AUM) of Quant BFSI Fund is ₹922.02 Cr.
The expense ratio of Quant BFSI Fund is 3.56%.
Quant BFSI Fund is managed by Yug Tibrewal.
The minimum SIP investment for Quant BFSI Fund is ₹1,000.
The exit load for Quant BFSI Fund is 1%.
As per the SEBI Riskometer, Quant BFSI Fund carries a Very High risk level.
Quant BFSI Fund has delivered 9.37% (1Y), 18.04% (3Y) and 0% (5Y) annualised returns as of 2026-10-01.
Quant BFSI Fund was launched on 1996-04-15.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
