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© quant
© quant
2
The first wealth is health
– Ralph Waldo Emerson
© quant
why sector funds now? | timing is the key
3
 The core innovation behind the VLRT Framework is the synthesis of various dimensions to identify inflexion points, long
before the larger trend plays out and therefore at quant, we are inflexion point and cycles strategists, instead of
momentum chasers. The difference in looking for inflexion points is that it allows us to position ourselves at the most
opportune phases of the cyclical flow of markets
 Through Predictive Analytics platform, our Cycles Analytics framework works to identify cycles of various lengths and
amplitudes, across asset classes and the inter-linkages and overlaps of these multifarious cycles are synthesized into
the business cycle. In May’23, we launched the ‘quant Business Cycle Fund’, with the objective to provide investors,
with a high risk appetite, a safe avenue through mutual funds to capitalise specifically on cycles
 We are today at an important juncture, as the VLRT multi-dimensional Framework clearly points out that a medium
term bottoming of Risk Appetite is very near providing the impetus for a new business cycle. The last time the VLRT
framework multi-dimensional variables were coming together to indicate such a turning point was in March-April 2020,
post which there were strong resulting trends to the downside and upside respectively
 The advantage of taking a position in inflexion points is that the risk-reward ratio is the most favorable, which makes a
significant difference to risk-adjusted performance. At the confluence of various cycles, the mathematics of market
patterns starts working in favor of dynamic money managers like us
 As per the VLRT Framework, specifically Cycles Analytics, 2023 is the culmination of several cycles including the war,
and financial crisis cycles. The renewed hype around de-dollarization, which we have been talking about since 2019, is
similarly due to long-term monetary and currency cycles
 Post Q3 of FY23, markets may embark on a multiyear bull run as global Risk Appetite Analytics for various countries
and multi asset classes will bottom out. Liquidity Analytics have already bottomed out as global tightening cycle has
peaked out in Q4 of 2022. To ride this wave, and the resulting business cycle, we are launching series of thematic funds
which are strongly correlated with cyclical upturns and quant Healthcare is one of the evergreen opportunity
© quant
healthcare sector | now an “evergreen theme”
4
In the current decade, constant involvement and consumption of healthcare along the three vectors of
Prevention, Diagnosis and Treatment, blanketed by Insurance services, will be perennial
In Prevention
innovating to combat new disease variants and developing newer molecules
In Diagnosis
expanding geographic coverage and gamut of diseases and associated services
In Treatment
along with hospitals, traditional and alternative therapies such as those offered in Allopathy, Ayurveda,
Homeopathy, Naturopathy, and adopting New-age Technologies
In Insurance
increased demographic penetration with increased coverage
Healthcare sector has potential to be a larger component of broader indices
© quant
healthcare sector | big picture
Overview
• In 2022, India's healthcare industry witnessed high growth in deal value, reaching
almost USD 6.14 billion from USD 3.69 billion in 2021
• The Indian medical tourism market was valued at USD 2.89 billion in 2020 and is
expected to reach USD 13.42 billion by 2026
• Businesses are reducing the risk of dependencies on single jurisdiction global supply
chains and seeking domestic organic and inorganic opportunities
• Covid-19 spurred health consciousness, widening the scope for more investments in
advanced technology to combat future pandemics or existing life-threatening diseases
Significant Trends
• Growing lifestyle diseases bring rising opportunities in point of care (POC) diagnostics
market and over the counter (OTC) pharmaceuticals
• The digitalization of the health industry is expected to be in high demand, due to
proliferation of e-pharmacies, from tele-health to Digital Therapeutics (DTx)
• Pharma and MedTech manufacturing expected to bring billions in investments
encouraged by the production led incentive (PLI) scheme and China +1 strategy
• Growth of healthcare Unicorns due to the booming startup ecosystem, with the
advancements in National Health Stack (Big Data, AI/ML) in pursuit of healthcare for all
Market Drivers
• Union Budget 2023 (Amrit Kaal Budget) has laid the groundwork for healthcare
infrastructure, technologically assisted solutions, and eradication of diseases
• The government has taken into consideration the R&D in healthcare by expanding
facilities in the Indian Council of Medical Research (ICMR) Labs
• Focus has shifted from managing illness to wellness, spurring spends on wellness
• The middle-class population in India, with considerable disposable income, is
demanding better healthcare services
© quant
healthcare sector | growth of digital healthcare since 2020
6
 In a survey of 800 physicians conducted by BCG across metros and tier-1 cities, digital healthcare emerged as a viable
alternative to traditional delivery models
 Telemedicine and e-Health are now considered to be potential solutions for addressing this lack of access, on account
of the extensive smartphone penetration in India and improving mobile connectivity
 Affordable and quality healthcare can be enabled by Artificial Intelligence, wearables, and other mobile technologies as
well as Internet of Things
 A timely 5-minute consultation enabled by telemedicine can save lives and avoid huge downstream costs
Source: Niti Aayog & BCG ( Boston Consulting Group)
85% clinicians used
teleconsultation &
digital platforms
during the lockdown
50% doctors found digital
platforms to be an
effective tool for
patient interactions
80% teleconsultation
services were from
first-time users
44% teleconsultations
were from
non-metro cities
How India accessed healthcare during March 1, 2020 – May 31, 2020
© quant
quant healthcare fund | major segments in India’s healthcare sector
7
Source: NITI Aayog
© quant
quant healthcare fund | positioning & strategy
8
Fund Positioning
 For investors wishing to participate in opportunities within the
healthcare sector benefiting from a strong focus on growth via
increased access to healthcare backed by innovation and technology
 Investors with a long-term horizon and willing to participate in one of
the fastest growing sectors promoting health consciousness,
wellness, and healthier lifestyles
Fund Strategy
 The scheme will invest at least 80% in healthcare, life sciences,
insurance and wellness companies that are expected to benefit
from increased investments in healthcare infrastructure and
service delivery, including advanced medical technology. These
include pharmaceuticals, biotech, hospitals, medical devices,
diagnostic services, clinical trials, outsourcing, telemedicine, medical
tourism, health insurance, medical equipment, MedTech etc.
 Flexibility to invest in companies, across market caps, to optimize risk-
return payoffs
 Being inflexion point strategists, our money managers will construct a
focused or diversified portfolio, based on the sub-sector outlook
 VLRT, our risk mitigating investment framework, and Predictive
Analytics tools will be used to dynamically manage the known risks
and identifying opportunities across the portfolio
© quant
quant healthcare fund | reasons to buy
9
Demographic, Epidemiological, and Health Transitions
With 73 mn households moving into the middle class in next 10 years, rising chronic diseases and lifestyle
disorders are enhancing healthcare demand, rising income levels are pushing demand for proactively
seeking preventive healthcare services
Medical Value Travel
India is fast emerging as an attractive destination for medical value travellers from across the globe.
Wellness tourism is growing fast as consumers integrate wellness into their travel plans.
Enabling Policy Environment
Rising public health expenditure to 2.5% of GDP by 2025, Ayushman Bharat and Aatmanirbhar Bharat
Abhiyaan, investment of USD 200 bn in medical infrastructure by 2024
Demand Supply Gap
To meet the growing demand for healthcare in India, achieving the target of 3 beds per 1,000 people by
2025, a ratio of 3 doctors and 5 nurses per 1,000 people by 2034, is on the cards and will spur significant
investments in healthcare infrastructure
Technology Investments
Enhanced adoption of telemedicine and digital technologies, emergence of PPP models in healthcare, foray
of private hospital chains into Tier 2 and Tier 3 cities, State initiatives to attract PPP investments
Health Insurance
With increasing demand for affordable and quality healthcare, penetration of health insurance is poised to
grow exponentially in the coming years
© quant
quant healthcare fund | key scheme benefits
10
Potential for strong earnings growth due to rising demand
for healthcare and disease prevention post Covid 19
Medtech blends technology with healthcare to drive future
growth through monitoring devices, AI, robotics and 3D printing
Potential of resilience to economic downturns while displaying
less volatility
Diversification opportunities through several healthcare
sub-sectors
Market cap agnostic and unconstrained approach to optimize
the risk-return payoff
© quant
Global Risk Appetite Analysis and Global Liquidity Analysis to determine
the flow of money across asset classes, regions and countries
Indian Risk Appetite Analysis and Domestic Liquidity Analysis to
determine whether it is a “Risk On / Risk Off” Environment
quant
Port-
folio
The VLR components of our VLRT
framework spring into action and
help us shortlist stocks
Lastly, it comes down to
“Timing” – a function of
all our analytical
factors
Investment Process
Money Flow Analysis can help identify stocks at
inflection points that are experiencing a shift in
perception
quant pursues global research with
a focus on financial markets and the
real economy which includes the
real economy and leveraged
economy. We place a large
emphasis on the role of
participants’ behavior. This idea has
evolved into a multi-dimensional
research perspective which is now
formulated in our VLRT framework.
In a dynamic world, it is not just a
choice but a necessity to adopt a
multi-dimensional approach
The world is becoming non-linear
and parabolic and to stay relevant,
money managers must think with
an unconstrained mind, actively
update their methods and earnestly
search for absolute returns,
considering all markets and asset
classes
investment process | from macro to micro
11
© quant
multi-dimensional research | multi asset, multi manager | multivariant analytics
12
“Analysis Adds Up”
We believe safeguarding investor wealth is
paramount. Apart from reducing risk by
investing across asset classes, we take
diversification to another dimension by
ensuring every investment decision comes
from a focused discussion between
investment managers, research analysts
and analytics team – each with diverse
sets of capabilities and experiences
© quant
VLRT framework | the 4 dimensions in motion | dynamic risk mitigation
via effective market timing
13
© quant
top 10 stocks and sectors classification
14
Stocks % of Net Assets Sectors % Weightage
Pfizer Ltd 9.29 Pharmaceuticals & Biotechnology 65.93
Aurobindo Pharma Limited 8.93 Healthcare Equipment & Supplies 7.99
Dr. Reddy's Laboratories Limited 8.54 Healthcare Services 7.75
Poly Medicure Limited 7.99 Food Products 6.41
Glaxosmithkline Pharmaceuticals Ltd 7.90 Others 0.85
Zydus Lifesciences Limited 6.97
Zydus Wellness Ltd 6.41
SMS Pharmaceuticals Limited 5.77
Aarti Pharmalabs Limited 5.09
Aster DM Healthcare Limited 4.33
Total of Top 10 Holdings 71.23 (Data as on July 31
, 2024)
© quant
quant mutual | money under management (MuM)
15
*Total folios and MuM (Money under Management) data as on 31 July ’24 (approximately)
MuM
Rs. 96,600 Crores+
---------------------------------
Folios*
80 Lacs+
© quant
quant MF – Equity schemes
Fund Fund Manager
3 Months 6 Months 1 Year 3 Years 5 Years Since Inception
Fund BM Fund BM Fund BM Fund BM Fund BM Fund BM
quant Small Cap Fund
(Inception Date: Oct. 29, 1996)
Ankit Pande, Vasav Sahgal,
Sanjeev Sharma
10.03% 13.59% 18.19% 19.52% 60.80% 59.11% 31.40% 26.31% 49.00% 32.59% 20.63% 18.75%
quant Tax Plan
(Inception Date: Apr. 13, 2000)
Ankit Pande, Vasav Sahgal 9.62% 12.57% 20.01% 19.52% 54.73% 39.28% 27.21% 21.09% 37.97% 22.35% 23.61% 15.97%
quant Mid Cap Fund
(Inception Date: Mar. 20, 2001)
Ankit Pande, Vasav Sahgal,
Sanjeev Sharma
9.94% 15.94% 24.98% 22.65% 62.49% 55.53% 33.76% 28.66% 40.08% 31.58% 21.03% 20.91%
quant Multi Asset Fund
(Inception Date: Apr. 17, 2001)
Sandeep Tandon, Ankit Pande, Sanjeev
Sharma, Vasav Sahgal, Varun Pattani
3.90% 7.20% 17.94% 13.36% 42.90% 22.22% 24.29% 12.40% 30.59% 12.17% 16.45% N.A.
quant Absolute Fund
(Inception Date: Apr. 17, 2001)
Sanjeev Sharma, Ankit Pande,
Vasav Sahgal
8.33% 8.95% 17.18% 14.05% 37.50% 26.34% 20.82% 15.39% 28.41% 16.77% 19.08% 13.37%
quant Active Fund
(Inception Date: Apr. 17, 2001)
Ankit Pande, Vasav Sahgal,
Sanjeev Sharma
9.57% 13.21% 19.97% 19.98% 49.56% 45.31% 25.46% 23.27% 35.00% 25.94% 22.72% 17.59%
quant Liquid Fund
(Inception Date: Oct. 03, 2005)
Sanjeev Sharma 1.75% 1.80% 3.58% 3.67% 7.23% 7.41% 5.99% 6.05% 5.74% 5.45% 7.23% 6.82%
quant Large & Mid Cap Fund
(Inception Date: Jan. 08, 2007)
Ankit Pande, Vasav Sahgal,
Sanjeev Sharma
11.24% 13.81% 25.32% 20.77% 62.08% 44.45% 31.75% 23.77% 32.24% 25.61% 21.78% 18.09%
quant Infrastructure Fund
(Inception Date: Sep. 20, 2007)
Ankit Pande, Vasav Sahgal 9.66% 11.00% 24.10% 21.33% 76.14% 56.86% 37.88% 30.32% 41.38% 26.87% 21.06% 13.38%
quant Focused Fund
(Inception Date: Aug. 28, 2008)
Ankit Pande, Vasav Sahgal,
Sanjeev Sharma
9.82% 12.57% 19.20% 19.52% 46.71% 39.28% 23.99% 21.09% 27.56% 22.35% 19.93% 15.97%
quant Flexi Cap Fund
(Inception Date: Oct. 17, 2008)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
12.12% 12.57% 22.10% 19.52% 59.14% 39.28% 27.48% 21.09% 37.19% 22.35% 22.23% 15.97%
quant ESG Equity Fund
(Inception Date: Nov. 05, 2020)
Ankit Pande, Sanjeev Sharma,
Vasav Sahgal
18.54% 13.53% 27.95% 18.77% 54.58% 36.48% 32.51% 17.03% N.A. N.A. 44.66% 23.17%
quant Quantamental Fund
(Inception Date: May. 03, 2021)
Ankit Pande, Sandeep Tandon,
Sanjeev Sharma, Vasav Sahgal
9.01% 12.36% 22.79% 19.29% 59.29% 37.04% 35.31% 20.32% N.A. N.A. 35.71% 22.07%
quant Value Fund
(Inception Date: Nov. 30, 2021)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
10.76% 12.57% 27.03% 19.52% 74.93% 39.28% N.A. N.A. N.A. N.A. 37.19% 20.69%
quant Large Cap Fund
(Inception Date: Aug. 11, 2022)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
9.23% 11.65% 19.40% 18.82% 46.52% 33.70% N.A. N.A. N.A. N.A. 29.17% 22.03%
quant Overnight Fund
(Inception Date: Dec. 04, 2022)
Sanjeev Sharma 1.69% 1.65% 3.42% 3.31% 7.30% 6.86% N.A. N.A. N.A. N.A. 7.07% 6.76%
quant Gilt Fund
(Inception Date: Dec. 21, 2022)
Sanjeev Sharma 2.45% 3.53% 4.33% 4.87% 7.74% 8.92% N.A. N.A. N.A. N.A. 7.75% 8.53%
quant Dynamic Asset Allocation Fund
(Inception Date: Apr. 12, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
9.96% 7.53% 21.40% 11.81% 58.30% 21.97% N.A. N.A. N.A. N.A. 56.59% 23.43%
quant Business Cycle Fund
(Inception Date: May. 30, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
15.07% 12.57% 24.80% 19.52% 69.76% 39.28% N.A. N.A. N.A. N.A. 72.25% 41.98%
quant BFSI Fund
(Inception Date: Jun. 20, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
9.36% 7.92% 18.41% 15.07% 65.54% 16.24% N.A. N.A. N.A. N.A. 69.42% 18.91%
quant Healthcare Fund
(Inception Date: Jul. 17, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
18.34% 14.67% 23.92% 20.26% 61.55% 46.86% N.A. N.A. N.A. N.A. 62.62% 51.74%
quant Manufacturing Fund
(Inception Date: Aug. 14, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
15.73% 17.41% 26.79% 35.13% N.A. N.A. N.A. N.A. N.A. N.A. 79.22% 62.09%
quant Teck Fund
(Inception Date: Sep. 05, 2023)
Sanjeev Sharma, Ankit Pande,
Vasav Sahgal
17.71% 21.91% 20.04% 15.79% N.A. N.A. N.A. N.A. N.A. N.A. 49.64% 37.17%
quant Momentum Fund
(Inception Date: Nov. 20, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
12.71% 12.57% 29.29% 19.52% N.A. N.A. N.A. N.A. N.A. N.A. 102.87% 53.53%
quant Commodities Fund
(Inception Date: Dec. 27, 2023)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
14.95% 9.88% 34.32% 21.53% N.A. N.A. N.A. N.A. N.A. N.A. 89.05% 49.17%
quant PSU Fund
(Inception Date: Feb. 20, 2024)
Sandeep Tandon, Ankit Pande,
Sanjeev Sharma, Vasav Sahgal
15.19% 15.56% 20.05% 28.41% N.A. N.A. N.A. N.A. N.A. N.A. 44.09% 68.87%
Note :Data as on 31 July 2024. The above performance data uses absolute returns for period less than 1 year and annualized returns for period more than 1 year for Direct (G) plans. However, different plans have different expense structure. Past performance may not be indicative
of future performance. The calculation of returns since inception uses 07-01-2013 as the starting date for quant Small Cap Fund, quant ELSS Tax Saver Fund , quant Mid Cap Fund , quant Multi Asset Fund , quant Absolute Fund, quant Active Fund, quant Liquid Fund , quant Large &
Mid Cap Fund , quant Infrastructure Fund , quant Focused Fund , quant Flexi Cap Fund
© quant
quant MF – Debt schemes
Fund
Fund
Manager
7 Days 15 Days 1 Month 3 Month 6 Months 1 Year 3 Years 5 Years Since Inception
Fund BM Fund BM Fund BM Fund BM Fund BM Fund BM Fund BM Fund BM Fund BM
quant Liquid Fund
(Inception Date:
Oct. 03, 2005)
Sanjeev
Sharma
0.13% 0.13% 0.28% 0.28% 0.59% 0.65% 1.75% 1.80% 3.58% 3.67% 7.23% 7.41% 5.99% 6.05% 5.74% 5.45% 7.23% 6.82%
quant Overnight
Fund
(Inception Date:
Dec. 04, 2022)
Sanjeev
Sharma
0.12% 0.12% 0.27% 0.27% 0.54% 0.58% 1.69% 1.65% 3.42% 3.31% 7.30% 6.86% N.A. N.A. N.A. N.A. 7.07% 6.76%
quant Gilt Fund
(Inception Date:
Dec. 21, 2022)
Sanjeev
Sharma
0.28% 0.19% 0.43% 0.43% 0.89% 1.02% 2.45% 3.53% 4.33% 4.87% 7.74% 8.92% N.A. N.A. N.A. N.A. 7.75% 8.53%
Note :Data as on 31 July 2024. The above performance data uses absolute returns for period less than 1 year and annualized returns for period more than 1 year for Direct (G) plans. However, different plans have different expense structure. Past performance may not be indicative
of future performance.
© quant
quant | money managers
18
Sandeep Tandon | Founder & Chief Investment Officer
Sandeep is the founder & chief investment officer of the quant Group and has a vast experience of over 27 years in the capital markets. His
journey in the money management business started in FY 1992-93 with GIC mutual fund (a JV partner with George Soros in India) where he was a
trainee. He later joined IDBI Asset Management (now Principal Asset Management), where he was a founding member and was part of the core
team that initialized the asset management business. He played a key role in devising, conceptualizing and marketing one of India’s most
successful mutual fund schemes: IDBI I-NITS 95. Furthermore, Sandeep worked in pivotal positions at several reputed financial services firms
including ICICI Securities (a JV partner with J P Morgan in India), Kotak Securities (a J V partner with Goldman Sachs in India) and REFCO (erstwhile
global derivatives firm). He has also worked at the Economic Times Research Bureau (a research wing of Bennett, Coleman and Company Limited)
Sandeep’s credentials as a Global Macro Strategist are well established. He has channeled his vast experiences, interests and novel thinking into
building the Predictive Analytics framework and the dynamic VLRT investment framework of the quant group. It is these frameworks coupled
with his deep understanding of various asset classes at a global level, including, credit, commodities, equities and now digital currencies that
enable Sandeep in definitive identification of market inflexion points and arrive at conclusive micro and macro calls.
Sandeep has a strong belief in quant Group’s role as a knowledge partner in creating awareness about latest developments in investment
philosophy and ideas, such as behavioral research. It is for this reason that he believes investor education is of utmost importance and the group,
under his leadership, has undertaken many initiatives in this regard. Based on this belief Sandeep authored a book titled ‘Being Relevant’ which
was published in May 2019. This book builds on research covering decades, even centuries of data points, distilled through quant’s VLRT
Framework and Predictive Analytics indicators. The book further outlines the potential trajectory for the world in the coming decades that can
help money managers and investors prepare for volatile times which will upend the conventional analytical methods and beliefs of the past
decades
© quant
quant | money managers
19
Sanjeev Sharma | Money Manager
Sanjeev brings along a rich and diverse experience in the Capital Markets of over 18 years to his role of a Money Manager. He has obtained an M.Com, PG
Diploma in Business Administration (Finance) and Certified Treasury Manager (Forex & Risk Management). He has been associated with various schemes of
quant mutual fund since 2005. Sanjeev specializes in analysis of credit risk and is responsible for monitoring and assessing investment opportunities across asset
classes. He has a deep understanding of macroeconomic policies and its impact on the credit markets. Over the years, Sanjeev has built formidable relationships
with key treasurers in the industry. In his spare time, Sanjeev enjoys reading, listening to music and traveling
Vasav Sahgal, CFA | Money Manager
Vasav is one of the youngest and most dynamic top rated Money Manager in the Mutual fund Industry. After clearing 3 levels of the CFA program, he started his
journey with the quant Group as an investment analyst for equity as well as fixed income instruments. On a day to day basis, he is primarily responsible for
equity asset allocation and credit research. Vasav is passionate about developing models using coding and has been deploying advanced data analytics in python
for improved valuation analytics. Given his role, Vasav is the embodiment of our strategy – Adaptive Asset Allocation. In his spare time, Vasav enjoys drumming
and reading financial literature extensively
Ankit Pande, CFA | Money Manager
Ankit has an experience of over 12 years in Indian equities and over 3 years in software products. He started his career in core banking software with Infosys'
Finacle, nurturing the product with large banking clients in APAC and small and mid-sized banks in India. He then moved in to equity research, along the way
picking up the (U.S. based) CFA charter and a masters in business administration from The Chinese University of Hong Kong in 2017, being placed on the
school's Dean List. He won the Thomson Reuters StarMine Award for best stock picker in the IT sector in 2014 and is a lifetime member of the Beta Gamma
Sigma academic honour society. Over 2015-2019, Ankit ventured into seed stage fund raising, equity sales & relationship management in APAC. In his spare
time, Ankit likes to read books on business cycle theory, macroeconomics & geopolitics
© quant
Scheme Details
20
Investment Objective
The investment objective of the scheme is to seek long term capital appreciation by investing in equity/equity related
instruments of companies from the healthcare sector. However, there is no assurance or guarantee that the
investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns
Benchmark Index S&P BSE Healthcare TRI
Investment Category An open ended equity scheme investing in healthcare sector
Plans Available
quant Healthcare Fund – Growth Option – Direct & Regular
quant Healthcare Fund – Income Distribution cum Capital Withdrawal Option
(Payout & Re-investment facility)– Direct & Regular
Entry Load Nil
Exit Load 1% for 15 days
Fund Managers Mr. Sandeep Tandon | Mr. Ankit Pande | Mr. Sanjeev Sharma | Mr. Vasav Sahgal
Minimum Application Purchase: Rs.5,000/- plus in multiple of Re.1 thereafter
Additional Investment
Additional Purchase: Rs. 1,000/- and in multiples of Rs. 1/-
thereafter Repurchase: Rs. 1,000/-
Systematic Investment Plan (SIP) Rs. 1000/- and multiple of Re. 1/-
Bank Details
Account Name: QUANT HEALTHCARE FUND
Account Number: 57500001121250
IFSC Code: HDFC0000060, Branch: HDFC Bank, Fort, Mumbai 400001
© quant
Riskometer, Links & Disclaimer
21
Mutual Fund investments are subject to market risks, read all scheme related documents carefully
This product is suitable for investors who are seeking*: Scheme Riskometer Benchmark Riskometer
• Capital appreciation over long term
• Equity Investments in stocks of companies in the healthcare sector
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them
Investors understand that their
principal will be at moderately high risk.
Investors understand that their
principal will be at moderately high risk.
LINKS
Scheme One Pager
Click here
quant Mutual Fund Website
Click here
Scheme Information Document
Click here
Disclaimer: All figures and data given in the document are dated unless stated otherwise. In the preparation of the material contained in this document, the AMC has used information that is publicly available, including information developed in-house.
Some of the material used in the document may have been obtained from members/persons other than the AMC and/or its affiliates and which may have been made available to the AMC and/or to its affiliates. Information gathered and material used in
this document is believed to be from reliable sources. The AMC however does not warrant the accuracy, reasonableness and / or completeness of any information. We have included statements / opinions / recommendations in this document, which
contain words, or phrases such as “will”, “expect”, “should”, “believe” and similar expressions or variations of such expressions, that are “forward looking statements”. Actual results may differ materially from those suggested by the forward looking
statements due to risk or uncertainties associated with our expectations with respect to, but not limited to, exposure to market risks, general economic and political conditions in India and other countries globally, which have an impact on our services and /
or investments, the monetary and interest policies of India, inflation, deflation, unanticipated turbulence in interest rates, foreign exchange rates, equity prices or other rates or prices etc. The AMC (including its affiliates), the Mutual Fund, the trust and any
of its officers, directors, personnel and employees, shall not liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, special, exemplary, consequential, as also any loss of profit in any way arising from the use of this
material in any manner. The recipient alone shall be fully responsible/are liable for any decision taken on this material. Investors are advised to consult their own legal, tax and financial advisors to determine possible tax, legal and other financial implication
or consequence of subscribing to the units of quant Mutual Fund. quant Money Managers Ltd. has no duty or obligation to update the information contained herein. Past performance may or may not be sustained in the future. This presentation, including
the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of quant Money Managers Ltd.
ALSO AVAILABLE ON
© quant
quant Money Managers Limited
Corporate Office: 6th Floor, Sea Breeze Building, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025.
Tel: +91 22 6295 5000 | Whatsapp: +91 9920 21 22 23 | E-mail: help.investor@quant.in | help.distributor@quant.in | www.quantmutual.com

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quant_Healthcare_Fund_Presentation.pdf PPT

  • 2. © quant 2 The first wealth is health – Ralph Waldo Emerson
  • 3. © quant why sector funds now? | timing is the key 3  The core innovation behind the VLRT Framework is the synthesis of various dimensions to identify inflexion points, long before the larger trend plays out and therefore at quant, we are inflexion point and cycles strategists, instead of momentum chasers. The difference in looking for inflexion points is that it allows us to position ourselves at the most opportune phases of the cyclical flow of markets  Through Predictive Analytics platform, our Cycles Analytics framework works to identify cycles of various lengths and amplitudes, across asset classes and the inter-linkages and overlaps of these multifarious cycles are synthesized into the business cycle. In May’23, we launched the ‘quant Business Cycle Fund’, with the objective to provide investors, with a high risk appetite, a safe avenue through mutual funds to capitalise specifically on cycles  We are today at an important juncture, as the VLRT multi-dimensional Framework clearly points out that a medium term bottoming of Risk Appetite is very near providing the impetus for a new business cycle. The last time the VLRT framework multi-dimensional variables were coming together to indicate such a turning point was in March-April 2020, post which there were strong resulting trends to the downside and upside respectively  The advantage of taking a position in inflexion points is that the risk-reward ratio is the most favorable, which makes a significant difference to risk-adjusted performance. At the confluence of various cycles, the mathematics of market patterns starts working in favor of dynamic money managers like us  As per the VLRT Framework, specifically Cycles Analytics, 2023 is the culmination of several cycles including the war, and financial crisis cycles. The renewed hype around de-dollarization, which we have been talking about since 2019, is similarly due to long-term monetary and currency cycles  Post Q3 of FY23, markets may embark on a multiyear bull run as global Risk Appetite Analytics for various countries and multi asset classes will bottom out. Liquidity Analytics have already bottomed out as global tightening cycle has peaked out in Q4 of 2022. To ride this wave, and the resulting business cycle, we are launching series of thematic funds which are strongly correlated with cyclical upturns and quant Healthcare is one of the evergreen opportunity
  • 4. © quant healthcare sector | now an “evergreen theme” 4 In the current decade, constant involvement and consumption of healthcare along the three vectors of Prevention, Diagnosis and Treatment, blanketed by Insurance services, will be perennial In Prevention innovating to combat new disease variants and developing newer molecules In Diagnosis expanding geographic coverage and gamut of diseases and associated services In Treatment along with hospitals, traditional and alternative therapies such as those offered in Allopathy, Ayurveda, Homeopathy, Naturopathy, and adopting New-age Technologies In Insurance increased demographic penetration with increased coverage Healthcare sector has potential to be a larger component of broader indices
  • 5. © quant healthcare sector | big picture Overview • In 2022, India's healthcare industry witnessed high growth in deal value, reaching almost USD 6.14 billion from USD 3.69 billion in 2021 • The Indian medical tourism market was valued at USD 2.89 billion in 2020 and is expected to reach USD 13.42 billion by 2026 • Businesses are reducing the risk of dependencies on single jurisdiction global supply chains and seeking domestic organic and inorganic opportunities • Covid-19 spurred health consciousness, widening the scope for more investments in advanced technology to combat future pandemics or existing life-threatening diseases Significant Trends • Growing lifestyle diseases bring rising opportunities in point of care (POC) diagnostics market and over the counter (OTC) pharmaceuticals • The digitalization of the health industry is expected to be in high demand, due to proliferation of e-pharmacies, from tele-health to Digital Therapeutics (DTx) • Pharma and MedTech manufacturing expected to bring billions in investments encouraged by the production led incentive (PLI) scheme and China +1 strategy • Growth of healthcare Unicorns due to the booming startup ecosystem, with the advancements in National Health Stack (Big Data, AI/ML) in pursuit of healthcare for all Market Drivers • Union Budget 2023 (Amrit Kaal Budget) has laid the groundwork for healthcare infrastructure, technologically assisted solutions, and eradication of diseases • The government has taken into consideration the R&D in healthcare by expanding facilities in the Indian Council of Medical Research (ICMR) Labs • Focus has shifted from managing illness to wellness, spurring spends on wellness • The middle-class population in India, with considerable disposable income, is demanding better healthcare services
  • 6. © quant healthcare sector | growth of digital healthcare since 2020 6  In a survey of 800 physicians conducted by BCG across metros and tier-1 cities, digital healthcare emerged as a viable alternative to traditional delivery models  Telemedicine and e-Health are now considered to be potential solutions for addressing this lack of access, on account of the extensive smartphone penetration in India and improving mobile connectivity  Affordable and quality healthcare can be enabled by Artificial Intelligence, wearables, and other mobile technologies as well as Internet of Things  A timely 5-minute consultation enabled by telemedicine can save lives and avoid huge downstream costs Source: Niti Aayog & BCG ( Boston Consulting Group) 85% clinicians used teleconsultation & digital platforms during the lockdown 50% doctors found digital platforms to be an effective tool for patient interactions 80% teleconsultation services were from first-time users 44% teleconsultations were from non-metro cities How India accessed healthcare during March 1, 2020 – May 31, 2020
  • 7. © quant quant healthcare fund | major segments in India’s healthcare sector 7 Source: NITI Aayog
  • 8. © quant quant healthcare fund | positioning & strategy 8 Fund Positioning  For investors wishing to participate in opportunities within the healthcare sector benefiting from a strong focus on growth via increased access to healthcare backed by innovation and technology  Investors with a long-term horizon and willing to participate in one of the fastest growing sectors promoting health consciousness, wellness, and healthier lifestyles Fund Strategy  The scheme will invest at least 80% in healthcare, life sciences, insurance and wellness companies that are expected to benefit from increased investments in healthcare infrastructure and service delivery, including advanced medical technology. These include pharmaceuticals, biotech, hospitals, medical devices, diagnostic services, clinical trials, outsourcing, telemedicine, medical tourism, health insurance, medical equipment, MedTech etc.  Flexibility to invest in companies, across market caps, to optimize risk- return payoffs  Being inflexion point strategists, our money managers will construct a focused or diversified portfolio, based on the sub-sector outlook  VLRT, our risk mitigating investment framework, and Predictive Analytics tools will be used to dynamically manage the known risks and identifying opportunities across the portfolio
  • 9. © quant quant healthcare fund | reasons to buy 9 Demographic, Epidemiological, and Health Transitions With 73 mn households moving into the middle class in next 10 years, rising chronic diseases and lifestyle disorders are enhancing healthcare demand, rising income levels are pushing demand for proactively seeking preventive healthcare services Medical Value Travel India is fast emerging as an attractive destination for medical value travellers from across the globe. Wellness tourism is growing fast as consumers integrate wellness into their travel plans. Enabling Policy Environment Rising public health expenditure to 2.5% of GDP by 2025, Ayushman Bharat and Aatmanirbhar Bharat Abhiyaan, investment of USD 200 bn in medical infrastructure by 2024 Demand Supply Gap To meet the growing demand for healthcare in India, achieving the target of 3 beds per 1,000 people by 2025, a ratio of 3 doctors and 5 nurses per 1,000 people by 2034, is on the cards and will spur significant investments in healthcare infrastructure Technology Investments Enhanced adoption of telemedicine and digital technologies, emergence of PPP models in healthcare, foray of private hospital chains into Tier 2 and Tier 3 cities, State initiatives to attract PPP investments Health Insurance With increasing demand for affordable and quality healthcare, penetration of health insurance is poised to grow exponentially in the coming years
  • 10. © quant quant healthcare fund | key scheme benefits 10 Potential for strong earnings growth due to rising demand for healthcare and disease prevention post Covid 19 Medtech blends technology with healthcare to drive future growth through monitoring devices, AI, robotics and 3D printing Potential of resilience to economic downturns while displaying less volatility Diversification opportunities through several healthcare sub-sectors Market cap agnostic and unconstrained approach to optimize the risk-return payoff
  • 11. © quant Global Risk Appetite Analysis and Global Liquidity Analysis to determine the flow of money across asset classes, regions and countries Indian Risk Appetite Analysis and Domestic Liquidity Analysis to determine whether it is a “Risk On / Risk Off” Environment quant Port- folio The VLR components of our VLRT framework spring into action and help us shortlist stocks Lastly, it comes down to “Timing” – a function of all our analytical factors Investment Process Money Flow Analysis can help identify stocks at inflection points that are experiencing a shift in perception quant pursues global research with a focus on financial markets and the real economy which includes the real economy and leveraged economy. We place a large emphasis on the role of participants’ behavior. This idea has evolved into a multi-dimensional research perspective which is now formulated in our VLRT framework. In a dynamic world, it is not just a choice but a necessity to adopt a multi-dimensional approach The world is becoming non-linear and parabolic and to stay relevant, money managers must think with an unconstrained mind, actively update their methods and earnestly search for absolute returns, considering all markets and asset classes investment process | from macro to micro 11
  • 12. © quant multi-dimensional research | multi asset, multi manager | multivariant analytics 12 “Analysis Adds Up” We believe safeguarding investor wealth is paramount. Apart from reducing risk by investing across asset classes, we take diversification to another dimension by ensuring every investment decision comes from a focused discussion between investment managers, research analysts and analytics team – each with diverse sets of capabilities and experiences
  • 13. © quant VLRT framework | the 4 dimensions in motion | dynamic risk mitigation via effective market timing 13
  • 14. © quant top 10 stocks and sectors classification 14 Stocks % of Net Assets Sectors % Weightage Pfizer Ltd 9.29 Pharmaceuticals & Biotechnology 65.93 Aurobindo Pharma Limited 8.93 Healthcare Equipment & Supplies 7.99 Dr. Reddy's Laboratories Limited 8.54 Healthcare Services 7.75 Poly Medicure Limited 7.99 Food Products 6.41 Glaxosmithkline Pharmaceuticals Ltd 7.90 Others 0.85 Zydus Lifesciences Limited 6.97 Zydus Wellness Ltd 6.41 SMS Pharmaceuticals Limited 5.77 Aarti Pharmalabs Limited 5.09 Aster DM Healthcare Limited 4.33 Total of Top 10 Holdings 71.23 (Data as on July 31 , 2024)
  • 15. © quant quant mutual | money under management (MuM) 15 *Total folios and MuM (Money under Management) data as on 31 July ’24 (approximately) MuM Rs. 96,600 Crores+ --------------------------------- Folios* 80 Lacs+
  • 16. © quant quant MF – Equity schemes Fund Fund Manager 3 Months 6 Months 1 Year 3 Years 5 Years Since Inception Fund BM Fund BM Fund BM Fund BM Fund BM Fund BM quant Small Cap Fund (Inception Date: Oct. 29, 1996) Ankit Pande, Vasav Sahgal, Sanjeev Sharma 10.03% 13.59% 18.19% 19.52% 60.80% 59.11% 31.40% 26.31% 49.00% 32.59% 20.63% 18.75% quant Tax Plan (Inception Date: Apr. 13, 2000) Ankit Pande, Vasav Sahgal 9.62% 12.57% 20.01% 19.52% 54.73% 39.28% 27.21% 21.09% 37.97% 22.35% 23.61% 15.97% quant Mid Cap Fund (Inception Date: Mar. 20, 2001) Ankit Pande, Vasav Sahgal, Sanjeev Sharma 9.94% 15.94% 24.98% 22.65% 62.49% 55.53% 33.76% 28.66% 40.08% 31.58% 21.03% 20.91% quant Multi Asset Fund (Inception Date: Apr. 17, 2001) Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal, Varun Pattani 3.90% 7.20% 17.94% 13.36% 42.90% 22.22% 24.29% 12.40% 30.59% 12.17% 16.45% N.A. quant Absolute Fund (Inception Date: Apr. 17, 2001) Sanjeev Sharma, Ankit Pande, Vasav Sahgal 8.33% 8.95% 17.18% 14.05% 37.50% 26.34% 20.82% 15.39% 28.41% 16.77% 19.08% 13.37% quant Active Fund (Inception Date: Apr. 17, 2001) Ankit Pande, Vasav Sahgal, Sanjeev Sharma 9.57% 13.21% 19.97% 19.98% 49.56% 45.31% 25.46% 23.27% 35.00% 25.94% 22.72% 17.59% quant Liquid Fund (Inception Date: Oct. 03, 2005) Sanjeev Sharma 1.75% 1.80% 3.58% 3.67% 7.23% 7.41% 5.99% 6.05% 5.74% 5.45% 7.23% 6.82% quant Large & Mid Cap Fund (Inception Date: Jan. 08, 2007) Ankit Pande, Vasav Sahgal, Sanjeev Sharma 11.24% 13.81% 25.32% 20.77% 62.08% 44.45% 31.75% 23.77% 32.24% 25.61% 21.78% 18.09% quant Infrastructure Fund (Inception Date: Sep. 20, 2007) Ankit Pande, Vasav Sahgal 9.66% 11.00% 24.10% 21.33% 76.14% 56.86% 37.88% 30.32% 41.38% 26.87% 21.06% 13.38% quant Focused Fund (Inception Date: Aug. 28, 2008) Ankit Pande, Vasav Sahgal, Sanjeev Sharma 9.82% 12.57% 19.20% 19.52% 46.71% 39.28% 23.99% 21.09% 27.56% 22.35% 19.93% 15.97% quant Flexi Cap Fund (Inception Date: Oct. 17, 2008) Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal 12.12% 12.57% 22.10% 19.52% 59.14% 39.28% 27.48% 21.09% 37.19% 22.35% 22.23% 15.97% quant ESG Equity Fund (Inception Date: Nov. 05, 2020) Ankit Pande, Sanjeev Sharma, Vasav Sahgal 18.54% 13.53% 27.95% 18.77% 54.58% 36.48% 32.51% 17.03% N.A. N.A. 44.66% 23.17% quant Quantamental Fund (Inception Date: May. 03, 2021) Ankit Pande, Sandeep Tandon, Sanjeev Sharma, Vasav Sahgal 9.01% 12.36% 22.79% 19.29% 59.29% 37.04% 35.31% 20.32% N.A. N.A. 35.71% 22.07% quant Value Fund (Inception Date: Nov. 30, 2021) Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal 10.76% 12.57% 27.03% 19.52% 74.93% 39.28% N.A. N.A. N.A. N.A. 37.19% 20.69% quant Large Cap Fund (Inception Date: Aug. 11, 2022) Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal 9.23% 11.65% 19.40% 18.82% 46.52% 33.70% N.A. N.A. N.A. N.A. 29.17% 22.03% quant Overnight Fund (Inception Date: Dec. 04, 2022) Sanjeev Sharma 1.69% 1.65% 3.42% 3.31% 7.30% 6.86% N.A. N.A. N.A. N.A. 7.07% 6.76% quant Gilt Fund (Inception Date: Dec. 21, 2022) Sanjeev Sharma 2.45% 3.53% 4.33% 4.87% 7.74% 8.92% N.A. N.A. N.A. N.A. 7.75% 8.53% quant Dynamic Asset Allocation Fund (Inception Date: Apr. 12, 2023) Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal 9.96% 7.53% 21.40% 11.81% 58.30% 21.97% N.A. N.A. N.A. N.A. 56.59% 23.43% quant Business Cycle Fund (Inception Date: May. 30, 2023) Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal 15.07% 12.57% 24.80% 19.52% 69.76% 39.28% N.A. N.A. N.A. N.A. 72.25% 41.98% quant BFSI Fund (Inception Date: Jun. 20, 2023) Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal 9.36% 7.92% 18.41% 15.07% 65.54% 16.24% N.A. N.A. N.A. N.A. 69.42% 18.91% quant Healthcare Fund (Inception Date: Jul. 17, 2023) Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal 18.34% 14.67% 23.92% 20.26% 61.55% 46.86% N.A. N.A. N.A. N.A. 62.62% 51.74% quant Manufacturing Fund (Inception Date: Aug. 14, 2023) Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal 15.73% 17.41% 26.79% 35.13% N.A. N.A. N.A. N.A. N.A. N.A. 79.22% 62.09% quant Teck Fund (Inception Date: Sep. 05, 2023) Sanjeev Sharma, Ankit Pande, Vasav Sahgal 17.71% 21.91% 20.04% 15.79% N.A. N.A. N.A. N.A. N.A. N.A. 49.64% 37.17% quant Momentum Fund (Inception Date: Nov. 20, 2023) Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal 12.71% 12.57% 29.29% 19.52% N.A. N.A. N.A. N.A. N.A. N.A. 102.87% 53.53% quant Commodities Fund (Inception Date: Dec. 27, 2023) Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal 14.95% 9.88% 34.32% 21.53% N.A. N.A. N.A. N.A. N.A. N.A. 89.05% 49.17% quant PSU Fund (Inception Date: Feb. 20, 2024) Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Vasav Sahgal 15.19% 15.56% 20.05% 28.41% N.A. N.A. N.A. N.A. N.A. N.A. 44.09% 68.87% Note :Data as on 31 July 2024. The above performance data uses absolute returns for period less than 1 year and annualized returns for period more than 1 year for Direct (G) plans. However, different plans have different expense structure. Past performance may not be indicative of future performance. The calculation of returns since inception uses 07-01-2013 as the starting date for quant Small Cap Fund, quant ELSS Tax Saver Fund , quant Mid Cap Fund , quant Multi Asset Fund , quant Absolute Fund, quant Active Fund, quant Liquid Fund , quant Large & Mid Cap Fund , quant Infrastructure Fund , quant Focused Fund , quant Flexi Cap Fund
  • 17. © quant quant MF – Debt schemes Fund Fund Manager 7 Days 15 Days 1 Month 3 Month 6 Months 1 Year 3 Years 5 Years Since Inception Fund BM Fund BM Fund BM Fund BM Fund BM Fund BM Fund BM Fund BM Fund BM quant Liquid Fund (Inception Date: Oct. 03, 2005) Sanjeev Sharma 0.13% 0.13% 0.28% 0.28% 0.59% 0.65% 1.75% 1.80% 3.58% 3.67% 7.23% 7.41% 5.99% 6.05% 5.74% 5.45% 7.23% 6.82% quant Overnight Fund (Inception Date: Dec. 04, 2022) Sanjeev Sharma 0.12% 0.12% 0.27% 0.27% 0.54% 0.58% 1.69% 1.65% 3.42% 3.31% 7.30% 6.86% N.A. N.A. N.A. N.A. 7.07% 6.76% quant Gilt Fund (Inception Date: Dec. 21, 2022) Sanjeev Sharma 0.28% 0.19% 0.43% 0.43% 0.89% 1.02% 2.45% 3.53% 4.33% 4.87% 7.74% 8.92% N.A. N.A. N.A. N.A. 7.75% 8.53% Note :Data as on 31 July 2024. The above performance data uses absolute returns for period less than 1 year and annualized returns for period more than 1 year for Direct (G) plans. However, different plans have different expense structure. Past performance may not be indicative of future performance.
  • 18. © quant quant | money managers 18 Sandeep Tandon | Founder & Chief Investment Officer Sandeep is the founder & chief investment officer of the quant Group and has a vast experience of over 27 years in the capital markets. His journey in the money management business started in FY 1992-93 with GIC mutual fund (a JV partner with George Soros in India) where he was a trainee. He later joined IDBI Asset Management (now Principal Asset Management), where he was a founding member and was part of the core team that initialized the asset management business. He played a key role in devising, conceptualizing and marketing one of India’s most successful mutual fund schemes: IDBI I-NITS 95. Furthermore, Sandeep worked in pivotal positions at several reputed financial services firms including ICICI Securities (a JV partner with J P Morgan in India), Kotak Securities (a J V partner with Goldman Sachs in India) and REFCO (erstwhile global derivatives firm). He has also worked at the Economic Times Research Bureau (a research wing of Bennett, Coleman and Company Limited) Sandeep’s credentials as a Global Macro Strategist are well established. He has channeled his vast experiences, interests and novel thinking into building the Predictive Analytics framework and the dynamic VLRT investment framework of the quant group. It is these frameworks coupled with his deep understanding of various asset classes at a global level, including, credit, commodities, equities and now digital currencies that enable Sandeep in definitive identification of market inflexion points and arrive at conclusive micro and macro calls. Sandeep has a strong belief in quant Group’s role as a knowledge partner in creating awareness about latest developments in investment philosophy and ideas, such as behavioral research. It is for this reason that he believes investor education is of utmost importance and the group, under his leadership, has undertaken many initiatives in this regard. Based on this belief Sandeep authored a book titled ‘Being Relevant’ which was published in May 2019. This book builds on research covering decades, even centuries of data points, distilled through quant’s VLRT Framework and Predictive Analytics indicators. The book further outlines the potential trajectory for the world in the coming decades that can help money managers and investors prepare for volatile times which will upend the conventional analytical methods and beliefs of the past decades
  • 19. © quant quant | money managers 19 Sanjeev Sharma | Money Manager Sanjeev brings along a rich and diverse experience in the Capital Markets of over 18 years to his role of a Money Manager. He has obtained an M.Com, PG Diploma in Business Administration (Finance) and Certified Treasury Manager (Forex & Risk Management). He has been associated with various schemes of quant mutual fund since 2005. Sanjeev specializes in analysis of credit risk and is responsible for monitoring and assessing investment opportunities across asset classes. He has a deep understanding of macroeconomic policies and its impact on the credit markets. Over the years, Sanjeev has built formidable relationships with key treasurers in the industry. In his spare time, Sanjeev enjoys reading, listening to music and traveling Vasav Sahgal, CFA | Money Manager Vasav is one of the youngest and most dynamic top rated Money Manager in the Mutual fund Industry. After clearing 3 levels of the CFA program, he started his journey with the quant Group as an investment analyst for equity as well as fixed income instruments. On a day to day basis, he is primarily responsible for equity asset allocation and credit research. Vasav is passionate about developing models using coding and has been deploying advanced data analytics in python for improved valuation analytics. Given his role, Vasav is the embodiment of our strategy – Adaptive Asset Allocation. In his spare time, Vasav enjoys drumming and reading financial literature extensively Ankit Pande, CFA | Money Manager Ankit has an experience of over 12 years in Indian equities and over 3 years in software products. He started his career in core banking software with Infosys' Finacle, nurturing the product with large banking clients in APAC and small and mid-sized banks in India. He then moved in to equity research, along the way picking up the (U.S. based) CFA charter and a masters in business administration from The Chinese University of Hong Kong in 2017, being placed on the school's Dean List. He won the Thomson Reuters StarMine Award for best stock picker in the IT sector in 2014 and is a lifetime member of the Beta Gamma Sigma academic honour society. Over 2015-2019, Ankit ventured into seed stage fund raising, equity sales & relationship management in APAC. In his spare time, Ankit likes to read books on business cycle theory, macroeconomics & geopolitics
  • 20. © quant Scheme Details 20 Investment Objective The investment objective of the scheme is to seek long term capital appreciation by investing in equity/equity related instruments of companies from the healthcare sector. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns Benchmark Index S&P BSE Healthcare TRI Investment Category An open ended equity scheme investing in healthcare sector Plans Available quant Healthcare Fund – Growth Option – Direct & Regular quant Healthcare Fund – Income Distribution cum Capital Withdrawal Option (Payout & Re-investment facility)– Direct & Regular Entry Load Nil Exit Load 1% for 15 days Fund Managers Mr. Sandeep Tandon | Mr. Ankit Pande | Mr. Sanjeev Sharma | Mr. Vasav Sahgal Minimum Application Purchase: Rs.5,000/- plus in multiple of Re.1 thereafter Additional Investment Additional Purchase: Rs. 1,000/- and in multiples of Rs. 1/- thereafter Repurchase: Rs. 1,000/- Systematic Investment Plan (SIP) Rs. 1000/- and multiple of Re. 1/- Bank Details Account Name: QUANT HEALTHCARE FUND Account Number: 57500001121250 IFSC Code: HDFC0000060, Branch: HDFC Bank, Fort, Mumbai 400001
  • 21. © quant Riskometer, Links & Disclaimer 21 Mutual Fund investments are subject to market risks, read all scheme related documents carefully This product is suitable for investors who are seeking*: Scheme Riskometer Benchmark Riskometer • Capital appreciation over long term • Equity Investments in stocks of companies in the healthcare sector *Investors should consult their financial advisors if in doubt about whether the product is suitable for them Investors understand that their principal will be at moderately high risk. Investors understand that their principal will be at moderately high risk. LINKS Scheme One Pager Click here quant Mutual Fund Website Click here Scheme Information Document Click here Disclaimer: All figures and data given in the document are dated unless stated otherwise. In the preparation of the material contained in this document, the AMC has used information that is publicly available, including information developed in-house. Some of the material used in the document may have been obtained from members/persons other than the AMC and/or its affiliates and which may have been made available to the AMC and/or to its affiliates. Information gathered and material used in this document is believed to be from reliable sources. The AMC however does not warrant the accuracy, reasonableness and / or completeness of any information. We have included statements / opinions / recommendations in this document, which contain words, or phrases such as “will”, “expect”, “should”, “believe” and similar expressions or variations of such expressions, that are “forward looking statements”. Actual results may differ materially from those suggested by the forward looking statements due to risk or uncertainties associated with our expectations with respect to, but not limited to, exposure to market risks, general economic and political conditions in India and other countries globally, which have an impact on our services and / or investments, the monetary and interest policies of India, inflation, deflation, unanticipated turbulence in interest rates, foreign exchange rates, equity prices or other rates or prices etc. The AMC (including its affiliates), the Mutual Fund, the trust and any of its officers, directors, personnel and employees, shall not liable for any loss, damage of any nature, including but not limited to direct, indirect, punitive, special, exemplary, consequential, as also any loss of profit in any way arising from the use of this material in any manner. The recipient alone shall be fully responsible/are liable for any decision taken on this material. Investors are advised to consult their own legal, tax and financial advisors to determine possible tax, legal and other financial implication or consequence of subscribing to the units of quant Mutual Fund. quant Money Managers Ltd. has no duty or obligation to update the information contained herein. Past performance may or may not be sustained in the future. This presentation, including the information contained herein, may not be copied, reproduced, republished, or posted in whole or in part, in any form without the prior written consent of quant Money Managers Ltd. ALSO AVAILABLE ON
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