Quant Business Cycle Fund - Growth Option - Regular Plan

Fund House: Quant Mutual Fund
Category: Equity: Thematic-Business-Cycle
Launch Date: 30-05-2023
Asset Class:
Benchmark: NIFTY 500 TRI
TER: 2.08% As on (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,337.73 Cr As on 30-06-2025(Source:AMFI)
Turn over: - | Exit Load: NIL

15.9778

24.25%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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
Sharpe Ratio
Alpha
Beta
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 - Regular Plan 30-05-2023 -11.05 21.17 - - -
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 8.17 - - - -
ICICI Prudential Business Cycle Fund Growth 05-01-2021 8.15 24.11 23.65 - -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 6.48 20.1 - - -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 3.62 23.71 23.91 26.29 12.94
HDFC Business Cycle Fund - Growth Option 05-11-2022 3.21 15.56 - - -
Aditya Birla Sun Life Business Cycle Fund-Regular-Growth 06-12-2021 2.48 16.0 16.15 - -
Axis Business Cycles Fund - Regular Plan - Growth 05-02-2023 1.73 18.8 - - -
Union Business Cycle Fund - Regular Plan - Growth Option 05-03-2024 -2.3 - - - -
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 -2.87 19.05 21.94 - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

33.67%

Others

11.8%

Large Cap

48.42%

Mid Cap

6.11%

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