Sectoral: Quant & Factor Mutual Funds — Live NAV & Returns

Sectoral: Quant & Factor funds concentrate on a single sector or theme rather than diversifying across the market. That concentration raises both potential reward and risk, and it requires a timing view most investors find hard to get right twice — usually a satellite, not a core, holding.

There are about 29 Sectoral: Quant & Factor schemes in Trustner's fund research universe, listed on this page with their live AMFI NAV, 1-year return and AUM. Open any one for its full return history, risk metrics and peer comparison.

Across the Sectoral: Quant & Factor funds listed here, the median 3-year return is about 11.4% (annualised). Returns vary widely between funds within a category, and past performance is not indicative of future returns — use it as one input alongside risk, costs and consistency, not as a prediction.

Sectoral: Quant & Factor funds suit investors with a multi-year horizon (typically 5–7 years or more) who can tolerate market ups and downs in exchange for long-term growth potential. Money you need within a couple of years should not be here.

You can invest in Sectoral: Quant & Factor funds through Trustner Asset Services Pvt. Ltd., an AMFI-registered Mutual Fund Distributor (ARN-286886) offering the Regular plans of these schemes with ongoing service. Open any fund on this page and use the contact option to begin.

Equity-oriented funds (including arbitrage) are taxed as equity: short-term gains at a fixed rate, and long-term gains beyond the holding period at a concessional rate with an annual exemption. Rates are set by the Finance Act and can change — confirm the current figures with a Chartered Accountant.