Quant Mutual Fund has launched a new hybrid scheme — Quant Equity Savings Fund, now open for subscription from 7th July to 21st July 2025. With a moderate risk profile and a balanced allocation strategy, this NFO aims to generate regular income and long-term capital appreciation by combining equity, arbitrage, and debt instruments.
Key NFO Details
- Fund Name: Quant Equity Savings Fund (Direct – Growth)
- NFO Period: 07 July 2025 to 21 July 2025
- Allotment Date: 24 July 2025
- Category: Hybrid – Equity Savings
- Risk Level: Moderate
- Fund Type: Open-ended
- Benchmark: NIFTY Equity Savings TRI
- Minimum Investment: ₹5,000 (lumpsum), ₹1,000 (SIP)
- Exit Load: 1% if redeemed within a short period (as per scheme document)
Investment Objective
The scheme is designed to:
- Generate regular income by leveraging arbitrage opportunities between the cash and derivatives markets.
- Achieve long-term capital growth via unhedged equity exposure and investments in debt and money market instruments.
This dual-approach seeks to offer investors a steady return profile with reduced volatility, making it suitable for those looking to balance growth and stability.
How Does This Compare with the Category?
While this is a new fund with no performance history, here’s how the category average has fared:
| Time Period | Category Avg. Returns (CAGR) |
| 1 Year | 8.18% |
| 3 Years | 10.53% |
| 5 Years | 10.03% |
| Since Inception | 8.46% |
If Quant’s fund aligns with or outperforms these benchmarks, it could become a competitive player in the equity savings category.
Should You Invest in This NFO?
Investing in an NFO makes sense if:
- You’re seeking moderate-risk exposure with potential for tax-efficient income.
- You believe in Quant Mutual Fund’s track record and fund management expertise.
- You’re looking for diversification via a mix of arbitrage, debt, and unhedged equity.
However, do note:
Unlike established funds with a performance record, NFOs come with no past return data, which makes them better suited for informed or risk-tolerant investors.
About Quant Mutual Fund
Quant Mutual Fund manages ₹93,599 Cr AUM (as of June 30, 2025) and offers a range of high-performing hybrid funds such as:
- Quant Aggressive Hybrid Fund – 26.18% 5Y CAGR
- Quant Multi Asset Allocation Fund – 31.56% 5Y CAGR
Their consistent outperformance across asset classes adds credibility to this new offering.
Final Thoughts
If you’re looking to start or diversify your mutual fund portfolio in 2025, the Quant Equity Savings Fund NFO may be worth considering — especially for its potential to balance returns, risk, and tax-efficiency.
Before investing, review the scheme document thoroughly and consider your financial goals and time horizon.
