Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option
Get the latest NAV of Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option. 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.
₹17.15
▲1.1%1D
NAV as on 17 Sep 2026
17.73%/per year
Since Inception
▲▼
Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (17-Sep-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, 3Y, but underperformed over 5Y.
Peer comparison
Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option Asset Allocation
See fund asset allocation details as on (14-Sep-26)
Fund Distribution
as on (14-Sep-26)
Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option Sector Allocation
See fund sector allocation details as on (14-Sep-26)
Sector Allocation
Top 3 Sectors in August were Government, Tech & Health
Government
26%
Tech
16%
Health
15%
Government
26%
Tech
16%
Health
15%
Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option Holdings Details
as on (31-Aug-26)
Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.39% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹985 Cr |
| Inception Date | 31 May, 2023 |
| Min Lumpsum/SIP | ₹5,000/₹1,000 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 122.54% |
| Risk |   Very High Risk |
About Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option
Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option is an equity fund. This fund was started on 31 May, 2023. The fund is managed by Ayusha Kumbhat, Varun Pattani, Sanjeev Sharma, Jignesh Shah, Sandeep Tandon, Yug Tibrewal, Sameer Kate, Ankit A. Pande. The fund could potentially beat inflation in the long-run.
Key Parameters
- Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option has ₹985 Cr worth of assets under management (AUM) as on Sep 2026 and is more than category average.
- The fund has an expense ratio 1.4.
Returns
Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option has given a CAGR return of 17.73% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 3.90% and 11.60% respectively.
Holdings
Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option has allocated its funds majorly in Cash Equivalent, Government, Tech, Health, Financial Services, Utilities, Basic Materials, Communication, Energy, Consumer Defensive, Consumer Cyclical. Its top holdings are Piramal Finance Ltd, Adani Green Energy Ltd, Aurobindo Pharma Ltd, Indus Towers Ltd Ordinary Shares, Tech Mahindra 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 benefitDividends 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 Direct Payout of Income Distribution cum capital withdrawal option
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 Direct Payout of Income Distribution cum capital withdrawal option has no lock in period.
Fund Manager
Ayusha Kumbhat
Fund Manager of Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option, since 19 February 2025
Varun Pattani
Fund Manager of Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option, since 19 February 2025
Sanjeev Sharma
Fund Manager of Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option, since 31 May 2023
Jignesh Shah
Fund Manager of Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option, since 20 February 2026
Sandeep Tandon
Fund Manager of Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option, since 31 May 2023
Yug Tibrewal
Fund Manager of Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option, since 6 March 2025
Sameer Kate
Fund Manager of Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option, since 6 March 2025
Ankit A. Pande
Fund Manager of Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option, since 31 May 2023
- AUM of the fund stands at 995.9 Cr as of Aug'26
- AUM has remained same between Aug'26 and Jul'26
Frequently Asked Questions for Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option
How do I invest in Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option?
- Download the INDmoney app.
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- 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.