MUTUAL FUND RESEARCH

Quant Business Cycle Fund - Growth Option - Regular Plan

Category: Equity: Thematic-Others
Launch Date: 30-05-2023
Asset Class:
Benchmark: NIFTY 500 TRI
Expense Ratio: 2.09% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,335.64 Cr As on (30-05-2025)
Turn over:
NAV as on 18-06-2025

15.9351

0.01 (0.0935%)

CAGR Since Inception

25.43%

NIFTY 500 TRI 12.51%

PERFORMANCE of Quant Business Cycle Fund - Growth Option - Regular Plan

Scheme Performance (%) Data as on - 18-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Quant Business Cycle Fund - Growth Option - Regular Plan -7.05 - - - 25.43
NIFTY 500 TRI 3.57 21.92 23.84 14.27 12.51
Equity: Thematic-Others 2.13 23.38 26.14 13.79 12.73

Yearly Performance (%)

Nav Movement

Fund Managers

Mr. Sandeep Tandon

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.

RETURNS CALCULATOR for Quant Business Cycle Fund - Growth Option - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Quant Business Cycle Fund - Growth Option - Regular Plan

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quant Business Cycle Fund - Growth Option - Regular Plan
Equity: Thematic-Others - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Quant Business Cycle Fund - Growth Option - Regular Plan 30-05-2023 -7.05 25.78 0.0 0.0 0.0
WhiteOak Capital Special Opportunities Fund - Regular Growth 04-06-2024 15.86 0.0 0.0 0.0 0.0
Sundaram Services Fund Regular Plan - Growth 21-09-2018 15.73 22.45 23.94 27.27 0.0
Bandhan Innovation Fund - Regular Plan - Growth 30-04-2024 15.31 0.0 0.0 0.0 0.0
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 11.7 26.27 24.86 27.1 14.34
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 10.81 27.26 29.05 32.26 0.0
ICICI Prudential Business Cycle Fund Growth 05-01-2021 7.82 26.4 26.64 0.0 0.0
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 6.83 20.72 0.0 0.0 0.0
ICICI Prudential Innovation Fund - Growth 05-04-2023 6.6 30.03 0.0 0.0 0.0
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 6.42 0.0 0.0 0.0 0.0

Asset Allocation (%)

PORTFOLIO ANALYSIS of Quant Business Cycle Fund - Growth Option - Regular Plan

Portfolio as on