Quant BusIness Cycle Fund - Growth Option - Direct Plan
Fund House: Quant Mutual Fund| Category: Equity: Thematic-Business-Cycle |
| Launch Date: 30-05-2023 |
| Asset Class: Equity |
| Benchmark: Nifty 500 TRI |
| TER: 1.45% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 933.2 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 1.18% | Exit Load: For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1%. No exit load shall be applicable on switches from Regular Plan to Direct Plan and vice versa, under the same scheme. |
16.6303
-0.06 (-0.3644%)
16.2%
Benchmark: 11.91%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Investment Objective
To generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. 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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 20.78 |
| Sharpe Ratio | 0.36 |
| Alpha | 0.84 |
| Beta | 1.18 |
| Yield to Maturity | |
| Average Maturity |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Quant BusIness Cycle Fund - Growth Option - Direct Plan | 30-05-2023 | 2.6 | -6.2 | 10.46 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
4.99%
Others
9.96%
Large Cap
42.29%
Mid Cap
42.76%
