Fund of Fortnight
Ratin DSIJ / 09 Jul 2026 / Categories: DSIJ_Magazine_Web, DSIJMagazine_App, Fund of Fortnight, MF - DSIJ Recommendation, Mutual Fund
Every fortnight, we recommend one open-ended equity diversified fund that has the best potential of returns for the next one year considering its constituents remain the same.
Every fortnight, we recommend one open-ended equity diversified fund that has the best potential of returns for the next one year considering its constituents remain the same.[EasyDNNnews:PaidContentStart]
Reason for recommendation
The equity market has started showing signs of recovery after nearly 18 months of muted movement. The last three months have brought renewed momentum, and funds with higher market sensitivity can benefit well in such phases. Quant Focused Fund Direct Growth fits this environment as it carries a relatively high beta of 1.18, which means it can respond strongly when markets rise.
On the return front, the fund has delivered a mixed but largely positive performance against the category average. Over one year, it generated 7.55 per cent against the category average of 1.86 per cent, outperforming by 5.69 percentage points. The twoyear performance was weaker at 2.38 per cent compared with 3.03 per cent for the category. However, over longer periods, the fund has shown consistency. It delivered 15.82 per cent over three years, 18.68 per cent over four years, 15.02 per cent over five years, 18.59 per cent over seven years and 15.68 per cent over 10 years, beating the category average across these periods.
The portfolio is tilted towards growth-oriented sectors. Capital Goods has the highest allocation at 20.30 per cent, followed by Financials at 17.79 per cent, Energy at 12.79 per cent, Services at 9.60 per cent and Communication at 8.61 per cent. This sector mix gives the fund exposure to infrastructure, credit growth, energy transition and consumption-linked themes.
In terms of risk, Quant Focused Fund has the highest standard deviation at 19.43 and the highest beta among peers, making it more aggressive.
The top holdings include Adani Green Energy, Capri Global Capital, Adani Enterprises, BHEL and Bharti Airtel. Overall, investors with a higher risk appetite may consider this fund with limited allocation for focused equity exposure and potential upside in a recovering market.
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