Quant Nifty 50 Index Fund is a new passive fund from quant Money Managers Limited, the AMC behind quant Mutual Fund. The new fund offer (NFO) runs from 12-10-2026 to 26-10-2026.
It does not pick stocks. It holds the Nifty 50’s 50 large companies in the same proportions, aiming to match the index’s total return before costs.
For investors, it offers a single-unit route into India’s biggest listed companies. Here are the details, the mechanics and the points to check.
Quant Nifty 50 Index Fund NFO details
Fund name | |
Fund type | Open-ended index fund |
Category | Other schemes, index funds |
Nature of scheme | Passive, tracks the Nifty 50 TRI |
Benchmark | Nifty 50 Total Return Index (TRI) |
Fund managers | Sameer Kate, Sanjeev Sharma, Yug Tibrewal |
NFO opens | 12-10-2026 |
NFO closes | 26-10-2026 |
Allotment/reopening date | Not available |
Minimum investment | ₹5,000, then multiples of ₹1 |
Additional investment | ₹1,000, then multiples of ₹1 |
SIP amount | From ₹1,000 (quarterly ₹3,000), minimum six instalments |
NAV | ₹10 per unit |
Stamp duty | 0.005% of purchase value |
Entry load | Not applicable |
Exit load | Nil |
AMC details: Quant Money Managers Limited
AMC name | Quant Money Managers Limited |
Assets under management | ₹1,04,138.13 crore |
Website | |
Office address | 6th Floor, Sea Breeze Building, Appasaheb Marathe Marg, Prabhadevi, Mumbai 400025 |
Contact number | 022-6295 5000 |
Source: AMFI India: New fund offer | Quant Nifty 50 Index Fund NFO
What is the quant Nifty 50 Index Fund?
This is an open-ended index fund. You can buy or sell units on any business day at that day’s NAV (net asset value, the price of one unit). It copies the Nifty 50 instead of trying to beat it.
The aim is to match the Nifty 50 Total Return Index before expenses. “Total return” means dividends count as if reinvested. Nobody picks stocks here (that is called active management). The index decides and the fund follows.
You can choose a Regular Plan (through a distributor) or a Direct Plan, each with Growth or IDCW options. IDCW stands for income distribution cum capital withdrawal, the current name for dividends.
How does the quant Nifty 50 Index Fund work?
The fund runs on rules, not opinions. Here is the path from index to portfolio.
Step | What happens? |
1 | NSE Indices picks 50 companies from the Nifty 100 by free-float market value and ease of trading. |
2 | Only stocks with futures and options contracts on NSE qualify. |
3 | Each stock’s weight follows its free-float market value, meaning shares available to the public. |
4 | The fund buys all 50 stocks in those weights within 30 business days of allotment. |
5 | New investor money and redemptions are handled in the same proportions. |
6 | NSE Indices reviews the index twice a year, with cut-offs on 31 January and 31 July. |
7 | The fund realigns within 7 calendar days of any index change. |
8 | Tracking error is published daily on the AMC and AMFI websites. |
Understanding the quant Nifty 50 Index Fund through an example
Say you invest ₹10,000 in the NFO. After 0.005% stamp duty, the rest buys units at ₹10 each.
The fund then splits your money as the index does. Using the weights in the fund document as on 30-09-2026, about ₹1,038 goes to HDFC Bank, ₹905 to ICICI Bank and ₹758 to Reliance Industries, with the rest across 47 other stocks.
If the index changes, the fund changes with it. This shows the process only. Weights move over time, and it says nothing about returns.
Quant Nifty 50 Index Fund portfolio allocation
Instrument | Indicative allocation (% of assets) |
Equity and equity related securities of the Nifty 50 | 95 to 100 |
Debt and money market instruments | 0 to 5 |
Derivatives may be used only briefly, for up to 7 days, when shares are unavailable or during rebalancing. The fund may lend stocks but does not short sell or invest overseas.
Investment strategy of the quant Nifty 50 Index Fund
Tracking, not picking. The fund holds all 50 stocks in index weights, with no stock selection or market timing.
Liquidity. Up to 5% may sit in debt and money market instruments for redemptions, expenses and margins.
Cost. The base expense ratio is up to 0.90% of daily net assets, plus permitted charges. The daily total appears on the AMC website.
Potential benefits of the quant Nifty 50 Index Fund
Potential benefit | Why does it matter? |
Spread across 50 companies | The index covers 23 sectors, so no single company carries the fund. |
No manager guesswork | Returns do not depend on stock calls. |
Dividends counted | The Total Return benchmark includes dividends. |
Easy entry | ₹5,000 to start, SIPs from ₹1,000. |
No exit load | Units can be sold without an exit charge. |
What to know before you invest in the quant Nifty 50 Index Fund NFO
Point to note | What it means |
Gap from the index | Tracking difference is the gap between fund and index returns. Costs and cash held cause it. The fund targets a gap of 0.50% on top of expenses, and caps tracking error at 2% a year. |
A few big names | The top three stocks make up about 27% of the index and the top ten about 52% (30-09-2026). Five of the ten are banks. |
No defensive moves | The fund holds every index stock whatever its prospects. Its value follows the Nifty 50, and returns are not assured. |
Slow start | The fund has 30 business days after allotment to invest NFO money. |
₹5 crore minimum | If the NFO collects less, money is refunded within 5 working days. |
Who may consider the quant Nifty 50 Index Fund?
Investor type | Why it may fit |
First-time equity investor | One fund gives large-company exposure without stock picking. |
Salaried SIP investor with a 10-year goal | Monthly SIPs from ₹1,000 suit long goals like a child’s education. |
Investor wanting a core holding | A rules-based base to build other funds around. |
Who may not find the quant Nifty 50 Index Fund suitable?
Investor type | Why it may not fit |
Investor aiming to beat the Nifty 50 | The fund aims to match it, not beat it. |
Goal due in a year or two | This equity fund suits long holding periods. |
Investor wanting assured returns | None are promised. |
Investor wanting mid or small companies | Only Nifty 50 companies are held. |
Quant Nifty 50 Index Fund compared with other options
Option | Return potential | Liquidity | Horizon | Suitable investor |
Fixed deposit | Fixed rate | Early exit may carry a penalty | Fixed term | Wants a known maturity amount |
Debt mutual fund | Tied to interest rates | A few working days | Short to medium | Wants rate-linked returns |
Hybrid fund | Equity and debt mix | A few working days | Medium to long | Wants both in one fund |
Tied to markets and manager choices | A few working days | Long | Wants a manager to pick stocks | |
This fund | Follows the Nifty 50 TRI, not assured | Paid within 3 working days, no exit load | Long | Wants plain large-company exposure |
Quant Nifty 50 Index Fund Review by Zenith Finserve
This fund does one job: it delivers the Nifty 50’s return, less costs. In our reading, it suits goals seven or more years away, such as retirement or a child’s education, with no need for the money along the way.
Look at how the index is built. Five banks sit in its top ten, so the fund leans the same way. If you already own large-cap funds, check the overlap before adding this one.
Once the expense ratio is public, compare it with other Nifty 50 index funds, since cost mainly separates them. Then test the fit against your goals, time frame and existing investments before the NFO closes on 26-10-2026.
How Zenith Finserve can help
At Zenith Finserve, we follow a process driven investment framework. We assess your goals, cash flows, risk profile, time horizon, existing investments, loans and tax situation before suggesting investments. We align our investment suggestions with your financial objectives and review them periodically to keep them suitable as your circumstances change.
Explore our mutual fund advisory, investment planning and goal-based planning services, learn about Zenith, or contact us.
Similar NFOs and related coverage on Zenith
We have not yet covered another Nifty 50 index fund NFO. These are the closest pieces so far:
- HDFC Mutual Fund Discontinues Fresh Subscriptions in Nifty SDL Oct 2026 Index Fund: also an index fund, but a bond one, and a subscription stop rather than a launch.
- Aditya Birla Sun Life Financial Services Sectoral Debt Fund: Details & Review: another October 2026 NFO review, for an actively managed debt fund.
Also read: A comprehensive guide to mutual funds in India.
Frequently asked questions about the quant Nifty 50 Index Fund NFO
1. Is quant Nifty 50 Index Fund NFO good to invest in?
It suits long-term investors wanting plain Nifty 50 exposure. It aims to match the index, not beat it.
2. When does the NFO open and close?
It opens on 12-10-2026 and closes on 26-10-2026.
3. What is the minimum investment?
₹5,000, with ₹1,000 for additional purchases. SIPs start at ₹1,000.
4. What does the quant Nifty 50 Index Fund invest in?
The 50 Nifty 50 stocks in index weights, plus up to 5% in debt and money market instruments.
5. Who are the fund managers?
Sameer Kate, Sanjeev Sharma and Yug Tibrewal.
6. Is there an exit load?
The exit load is nil for now. The AMC can change it later, within SEBI limits.
7. What is the expense ratio?
The base expense ratio is up to 0.90% of daily net assets, plus permitted charges.
8. What is the difference between the Regular and Direct plans?
Direct is bought straight from the fund. Regular goes through a distributor. Both share one portfolio.
9. What is tracking error?
It shows how far daily returns stray from the index. The cap is 2% a year in normal conditions.
10. What if the NFO collects less than ₹5 crore?
Investors are refunded within 5 working days of NFO closing.
