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.
₹16.15
▲0.6%1D
NAV as on 20 Oct 2025
22.15%/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 (20-Oct-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
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-Oct-25)
Fund Distribution
as on (14-Oct-25)
Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option Sector Allocation
See fund sector allocation details as on (14-Oct-25)
Sector Allocation
Top 3 Sectors in September were Financial Services, Health & Consumer Cyclical
Health
27%
Consumer Cyclical
22%
Financial Services
21%
Financial Services
25%
Health
24%
Consumer Cyclical
18%
Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option Holdings Details
as on (30-Sep-25)
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 | 0.62% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1145 Cr |
| Inception Date | 31 May, 2023 |
| Min Lumpsum/SIP | ₹5000/₹1000 |
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 Lokesh Garg, Varun Pattani, Yug Tibrewal, Ankit A. Pande, Ayusha Kumbhat, Sanjeev Sharma, Sandeep Tandon, Sameer Kate. 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 ₹1145 Cr worth of assets under management (AUM) as on Oct 2025 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option has given a CAGR return of 22.15% since inception. Over the last 1 year the fund has given a CAGR return of -13.18%.
Holdings
Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option has allocated its funds majorly in Cash Equivalent, Health, Consumer Cyclical, Financial Services, Tech, Communication, Energy, Consumer Defensive, Utilities. Its top holdings are Jio Financial Services Ltd, Samvardhana Motherson International Ltd, HFCL Ltd, Life Insurance Corporation of India, Aurobindo Pharma 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
Lokesh Garg
Fund Manager of Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option, since 3 February 2025
Varun Pattani
Fund Manager of Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option, since 19 February 2025
Yug Tibrewal
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
Ayusha Kumbhat
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
Sandeep Tandon
Fund Manager of Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option, since 31 May 2023
Sameer Kate
Fund Manager of Quant Business Cycle Fund Direct Payout of Income Distribution cum capital withdrawal option, since 6 March 2025
- AUM of the fund stands at 1.1K Cr as of Sep'25
- AUM decreased by 14.9 Cr between Sep'25 and Aug'25
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?
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- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.