PMS · Equity · Multi Cap
Hanut - Fundamental Quant
Fund size₹40 Cr
Alpha (3Y)5.55%
3Y return19.26%
Fund age7 yrs 3 mo
Fund Manager
Arjun Singh
Arjun Singh
Fund Manager, Hanut Alternate Investments
"Arjun is a founding partner of Hanut Alternate Investments LLP and manages the Hanut Fundamental Quant (HFQ) fund. He started looking at markets in a professional manner in 2007 and has seen multiple moods of the markets in the last 14 years. Over the years he has explored many different styles of investing including being purely fundamental to being a momentum investor. Refining his investment strategy, he realised he was most comfortable with methods that negate personal bias and outlook from investment decisions. The current strategy followed by HFQ is a distillation of his research work over the years and provides a purely systematic approach to building an equity portfolio. "
Managing AUM₹40 Cr
Growth of₹Cr
Hanut Fundamental Quant
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Hanut Fundamental Quant12.07%19.25%6.79%19.26%12.69%18.49%
Nifty 500−1.02%4.72%−0.11%12.09%10.91%14.29%
Excess over benchmark13.09%14.53%6.90%7.17%1.78%4.20%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
18.75%
Benchmark approx 14.80%
A standard deviation reflecting historical swings.
Sensitivity
1.06
Beta vs benchmark 1.00 · 6% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.71
Sharpe
Excess return gained per unit of volatility.
Capture ratio
112 / 80
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −15.45% from its 22 Oct 2025 peak to a 23 Mar 2026 trough, and recovered on 16 Apr 2026 after 24 days.
Max drawdowns
−15.45%
Recovery period
24 days
Scheme Drawdown Trajectory
Drawdown analysisPeakTroughDepthFell overRecoveredRecovery took
Scheme22 Oct 202523 Mar 2026−15.45%152 days16 Apr 202624 days
Benchmark30 Aug 202428 Feb 2025−18.59%182 days––
Scheme
Peak22 Oct 2025
Trough23 Mar 2026
Depth−15.45%
Fell over152 days
Recovered16 Apr 2026
Recovery took24 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
36
P/E ratio
41.94
P/B ratio
8.61
Dividend yield
0.16%
Avg market cap
₹59,545 Cr
Median market cap
₹46,165 Cr
Asset class
Equity
Market cap
Large cap12.80%
Mid cap40.86%
Small cap44.11%
Cash & others2.23%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 8%
Exit load 2.00% within 1 year, 1.00% within 2 years, nil after 3 years. Lock-in: Nil.
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