22
PSUAvoid
Quant PSU
Quant · Direct–Growth · rank #5 of 5 by Smart Score
Data updated
Trailing returns
1 Year
-0.7%
+4.0% vs index
3 Years
—
5 Years
—
Since launch
1.4%
Year-by-year performance
2025
+2.4%-5.3% vs index
2026
-2.1%+3.9% 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-0.23 · 10th percentile in category
Expense ratio2.22% · 10th percentile in category
Sortino ratio-0.30 · 10th percentile in category
Alpha-4.36 · 10th percentile in category
Fund size401.54 Cr · 10th percentile in category
Volatility22.31 · 70th percentile in category
Top holdings
1.Bharat Heavy Electricals Ltd9.97%
2.Life Insurance Corporation of India9.96%
3.NHPC Ltd Futures9.81%
4.Adani Green Energy Ltd9.77%
5.LIC Housing Finance Ltd9.75%
14 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.