Quant Business Cycle Fund

Quant Business Cycle Fund

Equity

Quant Mutual Fund

Equity - Other

Get the latest NAV of Quant Business Cycle Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹17.64

▲0.3%1D

NAV as on 20 Jul 2026

19.79%/per year

Since Inception

Absolute Gain%

▲▼

520 people have invested ₹ 34.6L in Quant Business Cycle Fund in the last three months

Quant Business Cycle Fund Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (20-Jul-26)

The fund has outperformed the benchmark (Nifty 500) over 1Y, 3Y, but underperformed over 5Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
0.58%
10.49%
14.05%
5.32%
17.22%
--
Nifty 500
0.84%
2.07%
1.71%
0.27%
11.05%
11.58%
Equity - Other Avg
--
--
--
--
--
--
Best in Equity - Other
7.54%
17.18%
24.71%
25.36%
41.35%
24.45%
Worst in Equity - Other
-3.7%
-7.35%
-7.11%
-6.21%
6.73%
6.88%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Quant Business Cycle Fund
-
1,016Cr
1.3%
5.32%
17.22%
4.57
1.22
0.63
1.00
0.60
ICICI Prudential India Opportunities Fund
1/35
37,257Cr
0.6%
2.65%
17.43%
5.86
0.81
0.89
1.39
1.10
Franklin India Opportunities Fund
2/35
9,192Cr
0.47%
3.05%
22.57%
10.17
1.05
1.00
1.66
1.70
Aditya Birla Sun Life Special Opportunities Fund Dir
3/35
1,166Cr
0.95%
14.97%
19.93%
7.73
0.97
0.93
1.54
2.30
See all

Quant Business Cycle Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Quant Business Cycle Fund Asset Allocation

See fund asset allocation details as on (14-Jul-26)

Fund Distribution

as on (14-Jul-26)

Large cap
56%
Mid cap
27.7%
Small cap
7.5%
Small Cap allocation has gone down from 11.8% to 7.5%
Small Cap allocation has gone down from 11.8% to 7.5%
Mid Cap allocation has gone down from 39.1% to 27.7%
Mid Cap allocation has gone down from 39.1% to 27.7%
Large Cap allocation has gone up from 44.7% to 56%
Large Cap allocation has gone up from 44.7% to 56%
Cash allocation has gone up from 0.4% to 7.4%
Cash allocation has gone up from 0.4% to 7.4%

Quant Business Cycle Fund Sector Allocation

See fund sector allocation details as on (14-Jul-26)

Sector Allocation

Financial Services
25.7%
Consumer Cyclical
21.8%
Health
16.2%
Utilities
11.2%
Tech
9.3%
Communication
5.8%
Energy
5.5%
Consumer Defensive
4.5%

Top 3 Sectors in June were Financial Services, Government & Utilities

Jun'26

Government

35%

Financial Services

21%

Health

18%

May'26

Financial Services

32%

Government

21%

Utilities

14%

Quant Business Cycle Fund Holdings Details

as on (30-Jun-26)

Holdings
Weight%
1M Change
Piramal Finance Ltd
9.92%
-5.2%
Adani Green Energy Ltd
9.7%
-22.3%
Aurobindo Pharma Ltd
8.98%
0%
Varun Beverages Ltd
8.45%
0%
HDFC Life Insurance Co Ltd
6.89%
0%
See all
Top Stocks bought last month
Premier Energies Ltd's allocation increased from 6.28% to 8.6%
Premier Energies Ltd's allocation increased from 6.28% to 8.6%
ICICI Prudential Asset Management Co Ltd's allocation increased from 4.38% to 5.95%
ICICI Prudential Asset Management Co Ltd's allocation increased from 4.38% to 5.95%
Zydus Wellness Ltd's allocation increased from 2.78% to 4.06%
Zydus Wellness Ltd's allocation increased from 2.78% to 4.06%
Top Stocks sold last month
Piramal Finance Ltd's allocation decreased from 10.8 % to 9.64 %
Piramal Finance Ltd's allocation decreased from 10.8 % to 9.64 %
Samvardhana Motherson International Ltd's allocation decreased from 9.14 % to 9.11 %
Samvardhana Motherson International Ltd's allocation decreased from 9.14 % to 9.11 %
Aurobindo Pharma Ltd's allocation decreased from 9.11 % to 8.39 %
Aurobindo Pharma Ltd's allocation decreased from 9.11 % to 8.39 %

Quant Business Cycle Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio1.3%
Benchmark
Nifty 500 TR INR
AUM₹1016 Cr
Inception Date31 May, 2023
Min Lumpsum/SIP₹5,000/₹1,000
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
122.54%
Risk
Risk meter
pointer
Very High Risk

About Quant Business Cycle Fund

Quant Business Cycle Fund is an equity fund. This fund was started on 31 May, 2023. The fund is managed by Varun Pattani, Jignesh Shah, Ayusha Kumbhat, Sanjeev Sharma, Ankit A. Pande, Yug Tibrewal, Sameer Kate, Sandeep Tandon. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Quant Business Cycle Fund has ₹1016 Cr worth of assets under management (AUM) as on Jul 2026 and is more than category average.
  2. The fund has an expense ratio 1.3.

Returns

Quant Business Cycle Fund has given a CAGR return of 19.79% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 5.32% and 17.22% respectively.

Holdings

Quant Business Cycle Fund has allocated its funds majorly in Cash Equivalent, Government, Financial Services, Health, Consumer Defensive, Tech, Utilities, Industrial, Basic Materials, Energy, Consumer Cyclical, Communication. Its top holdings are Piramal Finance Ltd, Adani Green Energy Ltd, Aurobindo Pharma Ltd, Varun Beverages Ltd, HDFC Life Insurance Co Ltd

Taxation

As it is a equity - other mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

Investment objective of Quant Business Cycle Fund

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.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Quant Business Cycle Fund has no lock in period.

Fund Manager

Varun Pattani

Fund Manager of Quant Business Cycle Fund, since 19 February 2025

Jignesh Shah

Fund Manager of Quant Business Cycle Fund, since 20 February 2026

Ayusha Kumbhat

Fund Manager of Quant Business Cycle Fund, since 19 February 2025

Sanjeev Sharma

Fund Manager of Quant Business Cycle Fund, since 31 May 2023

Ankit A. Pande

Fund Manager of Quant Business Cycle Fund, since 31 May 2023

Yug Tibrewal

Fund Manager of Quant Business Cycle Fund, since 6 March 2025

Sameer Kate

Fund Manager of Quant Business Cycle Fund, since 6 March 2025

Sandeep Tandon

Fund Manager of Quant Business Cycle Fund, since 31 May 2023

Learn more about Quant Mutual Fund
Parameters
Jun'26
May'26
Apr'26
AUM
₹ 1K Cr
₹ 964.7 Cr
₹ 964.7 Cr
  • AUM of the fund stands at 1K Cr as of Jun'26
  • AUM increased by 53 Cr between Jun'26 and May'26

Compare Quant Business Cycle Fund

Quant Business Cycle Fund

VS

ICICI Prudential India Opportunities Fund

Frequently Asked Questions for Quant Business Cycle Fund

How do I invest in Quant Business Cycle Fund?

INDmoney makes it simple to invest in the Quant Business Cycle Fund. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Quant Business Cycle Fund’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Quant Business Cycle Fund?

The NAV of the fund today is ₹17.64. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Quant Business Cycle Fund fund has generated a return of 5.32% in 1 year, 17.22% in 3 years

Who is the fund manager of Quant Business Cycle Fund?

The fund managers are Varun Pattani, Jignesh Shah, Ayusha Kumbhat, Sanjeev Sharma, Ankit A. Pande, Yug Tibrewal, Sameer Kate, Sandeep Tandon.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 1.30%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1016 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Quant Business Cycle Fund?

The top 3 holdings of the fund are Piramal Finance Ltd(9.92%), Adani Green Energy Ltd(9.7%), Aurobindo Pharma Ltd(8.98%)