Quant Mutual Fund - Fund Manager
Qualification: MBA - IIM Ahmedabad, B.Tech - IIT Roorkee with a University Gold Medal, CFP Level III. . Experience:Lokesh brings two decades of experience in the equity markets. His most recent role was as Executive Director at UBS, India Institutional Equities, following the global UBS-Credit Suisse merger. Prior to this, he worked with Credit Suisse as a Director in India Institutional Equities, where he was recognized as one of the top analysts incapital goods and managed coverage across multiple sectors, earning high praise from large institutional investors. Earlier in his career, he worked with ICICI Bank in Treasury and Infosys. He also has extensive experience with Kotak Institutional Equities and Credit Suisse/UBS, having consistently ranked highly as an analyst across a variety of sectors.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Quant Aggressive Hybrid Fund - Direct (G) | Hybrid: Aggressive Hybrid | 2128.84 |
Quant Aggressive Hybrid Fund (G) | Hybrid: Aggressive Hybrid | 2128.84 |
Quant Business Cycle Fund - Direct (G) | Equity: Sectoral : Thematic | 1154.66 |
Quant Business Cycle Fund - Regular (G) | Equity: Sectoral : Thematic | 1154.66 |
Quant Flexi Cap Fund - Direct (G) | Equity: Flexi Cap | 6889.95 |
Quant Flexi Cap Fund (G) | Equity: Flexi Cap | 6889.95 |
Quant Focused Fund - Direct (G) | Equity: Focused | 975.16 |
Quant Focused Fund (G) | Equity: Focused | 975.16 |
Quant Infrastructure Fund - Direct (G) | Equity: Sectoral : Thematic | 3302.59 |
Quant Infrastructure Fund (G) | Equity: Sectoral : Thematic | 3302.59 |
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| TREPS 01-Dec-2025 DEPO 10 | 11.98% |
| Reliance Industries Ltd | 6.92% |
| Adani Power Ltd | 4.98% |
| Larsen & Toubro Ltd | 4.83% |
| Samvardhana Motherson International Ltd | 4.83% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Quant Aggressive Hybrid Fund - Direct (G) | -0.22% | 2.98% | 2.54% | 6.51% | 12.22% | 20.25% | 16.81% |
| Quant Aggressive Hybrid Fund (G) | -0.32% | 2.65% | 1.88% | 5.12% | 10.71% | 18.87% | 16.47% |
| Quant Business Cycle Fund - Direct (G) | -0.61% | 0.93% | -3.78% | -9% | N/A | N/A | 21.16% |
| Quant Business Cycle Fund - Regular (G) | -0.73% | 0.55% | -4.51% | -10.41% | N/A | N/A | 19.29% |
| Quant Flexi Cap Fund - Direct (G) | -0.29% | 3.23% | -0.02% | -0.09% | 15.93% | 24.02% | 18.74% |
| Quant Flexi Cap Fund (G) | -0.38% | 2.94% | -0.59% | -1.24% | 14.5% | 22.79% | 14.24% |
| Quant Focused Fund - Direct (G) | -0.58% | 2.34% | 0.02% | -0.79% | 14.69% | 19.45% | 16.98% |
| Quant Focused Fund (G) | -0.69% | 1.97% | -0.72% | -2.26% | 12.92% | 17.37% | 13.43% |
| Quant Infrastructure Fund - Direct (G) | -1.94% | 1.72% | -1.41% | -6.16% | 16.52% | 29.24% | 17.26% |
| Quant Infrastructure Fund (G) | -2.03% | 1.41% | -2.02% | -7.31% | 14.96% | 27.65% | 7.22% |
