Quant Business Cycle Fund - IDCW Option - Regular Plan
Fund House: Quant Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 30-05-2023 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.08% 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 |
15.9932
-0.2 (-1.263%)
24.31%
Benchmark: 12.54%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 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
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 - IDCW Option - Regular Plan | 30-05-2023 | -11.05 | 21.23 | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 13.08 | 21.19 | 21.11 | 25.81 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 5.63 | 22.7 | 22.01 | 24.64 | 13.38 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 5.52 | 23.42 | 25.56 | 31.06 | - |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 3.64 | 19.75 | 19.77 | - | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 3.11 | 21.35 | 22.71 | 34.45 | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 2.37 | 31.05 | 31.88 | 29.78 | 15.65 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 2.28 | 47.78 | - | - | - |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 2.27 | 21.64 | 18.52 | 22.02 | 14.98 |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 1.68 | 15.19 | 17.34 | 20.91 | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
33.67%
Others
11.8%
Large Cap
48.42%
Mid Cap
6.11%
