FundLens
70
Banking & FinancialBuy

Quant BFSI

Quant · Direct–Growth · rank #7 of 30 by Smart Score

Trailing returns

vs Nifty Bank (index-fund proxy)
1 Year
17.7%
+14.1% vs index
3 Years
27.7%
+18.3% vs index
5 Years
Since launch
29.3%

Year-by-year performance

last entry = YTD
2024
+14.8%
2025
+26.5%
2026
+9.4%

Why this score

Quant BFSI scores 70/100 — #7 of 30 Banking & Financial fund (Buy). It stands out for 3y return and sharpe ratio — beating 97% of peers on 3y return. The main drag is its volatility (better than only 2% of peers).

Each bar shows the fund's percentile vs Banking & Financial peers — a longer bar beats more of the category.

3Y return27.68% · 97th percentile in category
Sharpe ratio1.09 · 98th percentile in category
Volatility18.63 · 2nd percentile in category
Expense ratio1.89% · 2nd percentile in category
Alpha15.99 · 98th percentile in category
Sortino ratio1.54 · 98th percentile in category

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