22
PSUAvoid
Quant PSU
Quant · Direct–Growth · rank #5 of 5 by Smart Score
Data updated
Trailing returns
1 Year
9.7%
+6.6% vs index
3 Years
—
5 Years
—
Since launch
3.4%
Year-by-year performance
2025
+2.4%-5.3% vs index
2026
+2.8%+4.8% vs index
Why this score
Quant PSU scores 22/100 — #5 of 5 PSU fund (Avoid). It stands out for volatility — beating 70% of peers on volatility. The main drag is its sharpe ratio (better than only 10% of peers).
Each bar shows the fund's percentile vs PSU peers — a longer bar beats more of the category.
Sharpe ratio-0.14 · 10th percentile in category
Expense ratio2.25% · 10th percentile in category
Sortino ratio-0.18 · 10th percentile in category
Alpha-4.91 · 10th percentile in category
Fund size444.76 Cr · 10th percentile in category
Volatility22.58 · 70th percentile in category
Top holdings
1.Oil India Ltd. 25.08.20269.7%
2.LIC Housing Finance Ltd9.63%
3.Shipping Corporation Of India Ltd9.41%
4.PTC India Ltd9.33%
5.Adani Green Energy Ltd8.43%
11 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.