quant Business Cycle Fund - Growth Option - Regular Plan
Fund House: Quant Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 30-05-2023 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.16% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,110.55 Cr As on (31-03-2024) |
| Turn over: - | Exit Load: Exit load of 1%, if redeemed within 15 days. |
16.2191
0.2 (1.2454%)
62.03%
Benchmark: 12.63%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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
The scheme seeks 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.
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 | - | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 75.74 | 40.22 | 29.39 | 23.47 | 19.04 |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 53.48 | 28.64 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 52.46 | 28.09 | 26.84 | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 51.1 | 28.03 | 31.97 | 22.51 | - |
| SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 50.76 | 16.09 | 19.85 | 21.9 | 17.11 |
| Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 49.85 | 18.99 | 19.14 | 18.29 | 15.36 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 49.52 | 27.98 | 25.59 | 19.63 | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 47.71 | 23.39 | 28.38 | - | - |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 47.67 | 13.49 | 16.73 | 21.99 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
29.76%
Others
12.12%
Large Cap
45.71%
Mid Cap
12.41%
