quant PSU Fund NFO: Key details you need to know

2 Feb 2024 , 09:35 AM

quant PSU Fund is launching NFO under its “sector category”, named as quant PSU Fund. The investment objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of Public Sector Undertakings (PSUs).

Investment strategy: The scheme will be actively managed using our VLRT Framework to capitalize on emerging opportunities and eliminate potential risks. The framework will cover several factors such as the absolute as well as relative valuation (with PSU peers / Private peers), liquidity situation (GOI holding, divestment plans etc.), risk appetite of investors towards PSU stocks, corporate governance scorecard, fixed income(dividend)/capital appreciation opportunities, GOI policies, sectoral capex spends and many more factors.

Asset allocation: The objective of the scheme is to generate long term capital appreciation by investing predominantly in equity and equity related securities of Public Sector Undertakings (PSUs).

Who should invest?

Investors with very high risk appetite and want to invest for 5 to 7 years to diversify their portfolio in equity stocks of domestic Public Sector Undertakings and their subsidiaries should invest in quant PSU Fund. 

Risk associated: Very high level of risk.

Benchmark: S&P BSE Healthcare TRI.

Fund Managers: Mr. Vinay Paharia, Mr. Anandha Padmanabhan Anjeneya, Mr. Utsav Mehta, Mr. Puneet Pal and Mr. Ojasvi Khicha

The NFO is available for subscription from February 02 to February 15. The schemes will reopen for continuous sale and repurchase within five Business Days from the date of allotment. The fund offers systematic investment solutions like SIP and SWP to create a flexible investment plan. The minimum subscription amount is Rs 5000/- and in multiples of any amount thereafter. 

It offers Regular Plan and Direct Plan. Each plan offers Growth and Income options. Click here to invest in quant PSU Fund.