This Sectoral Fund Has Ticked 75.82% Returns In 1 Year, Good For SIP In 2022

Indian economy is huge and various sectors contribute to the growth of the economy. Sectors such as banking, information technology, pharmaceuticals, aviation, agriculture, infrastructure, and other industries all contribute to our economy. Each industry evolves through time and performs differently at various times. Infrastructure is one of the major contributors to the growth of the economy. This sectoral fund from Quant Mutual Fund invests in infrastructure and has outperformed its category average since its inception.

Quant Infrastructure Fund Direct-Growth

NAV	Fund Size	Expense Ratio
₹22.76	₹ 402.09 Cr	0.58%

NAV as on 11 February 2022

It is a Sectoral-Infrastructure mutual fund scheme from Quant Mutual Fund. It was launched 9 years back on 1 January 2013. Fund Direct-Growth's AUM is worth Rs 402 Cr as of 31 December 2021. It is a small fund of its category. The expense ratio of the fund is 0.58%. As mentioned above, the fund outperform its category average. The fund has given a record 75.82% in 1 year, and since its inception, it has given 17.43% average annual returns. As the outperformed in terms of returns, it has doubled the money invested in it every 2 years.

The ability of the Fund's Direct Pan Growth to provide consistent returns is better than other products in its category. It has a strong capacity to limit losses in a declining market. Investors that have a solid awareness of macro trends and enjoy taking calculated risks in order to earn higher returns than other Equity funds can consider investing in the fund.

Returns

Lump Sum Returns - On investment of Rs 10,000

Period Invested	Absolute Returns	Annualised Returns	Category Avg
1 Year	75.82%	75.82%	22.58%
2 Year	152.27%	58.73%	24.42%
3 Year	185.78%	41.86%	21.05%
5 Year	206.33%	25.06%	14.87%
Since Inception	331.56%	17.43%	16.95%

SIP Returns - On investment of Rs 1,000

Period Invested	Absolute Returns	Annualised Returns
1 Year	28.70%	56.61%
2 Year	98.55%	82.22%
3 Year	119.95%	58.34%
5 Year	139.68%	35.77%

Portfolio

The construction, services, financial, metals, and communication sectors account for the majority of the fund's holdings. In comparison to other funds in the category, it has less exposure to the Construction and Services sectors. Larsen & Toubro Ltd., Adani Ports and Special Economic Zone Ltd., Adani Enterprises Ltd., IRB Infrastructure Developers Ltd., and Vedanta Ltd. are the fund's top five holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, Terms and Conditions carefully before investing. The above-mentioned information is purely informational and carried forward from Value Research. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.