quant Teck Fund - Growth Option - Regular Plan
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Delivered positive returns in 100% of 3-year investment horizons.
- Downside capture of 120% indicates larger drops during broader market downturns.
- Expense ratio (3.7%) is higher than category median (2.52%), which creates fee drag over time.
- Experienced a maximum drawdown of -43.3% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +3.46% | +6.32% | -2.86% |
| 3 Months | -3.86% | -0.20% | -3.66% |
| 6 Months | +6.09% | +5.98% | +0.11% |
| 1 Year | -4.28% | +3.90% | -8.18% |
| 3 Years CAGR | +4.49% | +13.23% | -8.74% |
| Since Inception | +3.24% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in quant Teck Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | -1.70% | +4.03% | -5.73% |
| 2025 | -16.14% | +1.43% | -17.57% |
| 2024 | +23.21% | +20.41% | +2.80% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -30.24% | -3.32% | -9.27% | +40.67% | 24.9% | 13.6% |
| 3-Year Rolling | +1.27% | +2.89% | +2.91% | +4.66% | 100.0% | 0.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2024-07-31 | 2026-03-31 | -43.3% | 20 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity related instruments (including units issued by | Per Scheme Mandate |
| REITs):- 80-100% | Per Scheme Mandate |
| Debt & Money Market instruments:- 0-20% Units issued by InvITs:- 0-5% Foreign securities including ADRs / GDRs / Foreign equity and debt securities:- 0-20% | Per Scheme Mandate |
Investment Objective & Strategy
The primary investment objective of the scheme is to seek to generate consistent returns by investing in equity and equity related instruments of technology-centric companies. There is no assurance that the investment objective of the Scheme will be achieved.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 252 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as small relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life MNC Fund | 3.1 | +5.45% | 2.12% | 113.2% | Rs 3,055 cr | Compare → |
| Tata Ethical Fund | 3.7 | +4.97% | 1.96% | 92.4% | Rs 3,875 cr | Compare → |
| Aditya Birla Sun Life Digital India Fund | 3.6 | +4.77% | 2.05% | 75.4% | Rs 3,869 cr | Compare → |
| UTI Innovation Fund | 2.8 | +3.35% | 2.39% | 117.6% | Rs 789 cr | Compare → |
| Tata Digital India Fund | 4.6 | +5.36% | 1.78% | 74.1% | Rs 10,130 cr | Compare → |
Frequently Asked Questions about quant Teck Fund
What is the expense ratio of quant Teck Fund?
quant Teck Fund has a total expense ratio (TER) of 3.7% with a base expense ratio of 2.1%, compared to the Sectoral / Thematic category median of 2.52%.
Who manages quant Teck Fund?
quant Teck Fund is managed by Sandeep Tandon (tenure: 3.2 years since 2023-09-11).
What are the historical returns of quant Teck Fund?
quant Teck Fund delivered a 3-year CAGR of 4.49%. Its 1-year return stands at -4.28%.
How large is quant Teck Fund?
quant Teck Fund manages assets of Rs 252 cr, placing it in the 'small' size band relative to Sectoral / Thematic peers.
How is quant Teck Fund scored on MFIQ?
quant Teck Fund holds an MFIQ Score of 1.9/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is quant Teck Fund?
quant Teck Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 19.79% with a maximum historical drawdown of -43.29%.