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: 2.11% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,236.83 Cr As on (30-04-2024)
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 15 days.

16.5644

65.48%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 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

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 78.71 51.09 30.32 25.11 18.84
ICICI Prudential Innovation Fund - Growth 27-04-2023 62.83 - - - -
HDFC Housing Opportunities Fund - Growth Option 06-12-2017 61.11 39.85 25.64 18.11 -
Tata Business Cycle Fund-Regular Plan-Growth 04-08-2021 55.06 36.2 - - -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 52.64 36.99 25.63 19.89 -
SBI Magnum Comma Fund - Regular Plan - Growth 05-08-2005 52.56 24.48 15.51 21.95 14.95
ICICI Prudential Business Cycle Fund Growth 05-01-2021 51.81 33.18 24.82 - -
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 50.59 32.21 23.68 - -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 48.94 34.21 28.41 23.65 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

32.39%

Others

16.49%

Large Cap

39.6%

Mid Cap

11.56%

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