Which funds are similar to Quant BFSI Fund Direct-Growth?
Funds similar to Quant BFSI Fund Direct-Growth in the Equity: Sectoral-Banking category include ICICI Prudential Banking and Financial Services Direct Plan-Growth, SBI Banking & Financial Services Fund Direct-Growth, and Nippon India Banking & Financial Services Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Quant BFSI Fund Direct-Growth in its category?
On a 3-year return basis Quant BFSI Fund Direct-Growth is ranked 1 out of 20 funds in the Equity: Sectoral-Banking category as of 16 Jul 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Quant BFSI Fund Direct-Growth's expense ratio compare to similar funds?
Quant BFSI Fund Direct-Growth has an expense ratio of 1.86%. The peers ICICI Prudential Banking and Financial Services Direct Plan-Growth has an expense ratio of 1.20% and SBI Banking & Financial Services Fund Direct-Growth has 1.16%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Quant BFSI Fund Direct-Growth's AUM compare to similar funds?
Quant BFSI Fund Direct-Growth has an AUM of ₹837.94 crore. The peers ICICI Prudential Banking and Financial Services Direct Plan-Growth has an AUM of ₹11,034.2 crore and SBI Banking & Financial Services Fund Direct-Growth has ₹10,844.8 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Sectoral-Banking?
The top performing fund in the Equity: Sectoral-Banking category on a 3-year basis is Invesco India Financial Services Fund Direct-Growth with a CAGR of 19.20% as of 16 Jul 2026. Quant BFSI Fund Direct-Growth has delivered 27.78% CAGR over the same period, ranking 1 out of 20 funds. You can view and compare the full category ranking on sharpely.
How does Quant BFSI Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Quant BFSI Fund Direct-Growth has a Sharpe ratio of 1.10 compared to the Equity: Sectoral-Banking average of 0.53 as of 16 Jul 2026. It ranks 1 out of 20 funds in its category on Sharpe ratio.
