Quant PSU

Quant PSU Quant PSU Fund Direct Growth
Best PSU Quant PSU
SBI PSU
Invesco PSU
Inception Date 20 February, 2024
Investment Strategy
The scheme seeks to generate long term capital appreciation by investing predominantly in equity and equity related securities of Public Sector Undertakings (PSUs). There is no assurance that the investment objective of the Scheme will be realized.
 The scheme will tilt exposure to select emerging themes with PSU dominance and concentrate mostly on 6-8 focused opportunities most of the time, that are expected to be on the cusp of a growth cycle, as evaluated through macro economic analytics.
 The scheme can invest 80-100% in equity and related instruments of both Central & State PSUs from various sectors; remaining 0-20% can be invested in other sectors, exploiting a range of investment opportunities within the concept of a focused portfolio.
 The business cycle approach is to identify sectors through our Predictive Analytics model, which provides a multi-dimensional framework of sector allocations across business cycles.
 Through Money Flow Analytics, quant money managers will invest in sectors and companies that are expected to benefit from the given phase of the economy.
 Our time trusted risk-mitigation VLRT Framework and Predictive Analytics indicators will be used to dynamically manage the known risks and opportunities across the portfolio.
Suitability
This is a fund that invests mainly in the shares of government-owned companies.
We believe that investors should avoid funds that have a narrowly defined investment mandate such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
Taxation
Capital Gains Taxation
If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
No tax is to be paid as long as you continue to hold the units.
Dividend Taxation
Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.