Quant Business Cycle Fund Direct Growth
Get the latest NAV of Quant Business Cycle Fund Direct Growth. 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.
₹17.31
1D
NAV as on 17 Aug 2026
18.58%/per year
Since Inception
▲▼
516 people have invested ₹ 35.2L 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 (17-Aug-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, 3Y, but underperformed over 5Y.
Peer comparison
Quant Business Cycle Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Quant Business Cycle Fund Asset Allocation
See fund asset allocation details as on (15-Aug-26)
Fund Distribution
as on (15-Aug-26)
Quant Business Cycle Fund Sector Allocation
See fund sector allocation details as on (15-Aug-26)
Sector Allocation
Top 3 Sectors in July were Government, Financial Services & Health
Government
26%
Tech
16%
Health
15%
Government
35%
Financial Services
21%
Health
18%
Quant Business Cycle Fund Holdings Details
as on (31-Jul-26)
Quant Business Cycle Fund 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 | ₹996 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
Quant Business Cycle Fund Direct Growth is an equity fund. This fund was started on 31 May, 2023. The fund is managed by Ayusha Kumbhat, Sanjeev Sharma, Varun Pattani, Ankit A. Pande, Sameer Kate, Sandeep Tandon, Jignesh Shah, Yug Tibrewal. The fund could potentially beat inflation in the long-run.
Key Parameters
- Quant Business Cycle Fund has ₹996 Cr worth of assets under management (AUM) as on Aug 2026 and is more than category average.
- The fund has an expense ratio 1.4.
Returns
Quant Business Cycle Fund has given a CAGR return of 18.58% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 8.20% and 15.40% respectively.
Holdings
Quant Business Cycle Fund 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
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
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
Varun Pattani
Fund Manager of Quant Business Cycle Fund, since 19 February 2025
Ankit A. Pande
Fund Manager of Quant Business Cycle Fund, since 31 May 2023
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
Jignesh Shah
Fund Manager of Quant Business Cycle Fund, since 20 February 2026
Yug Tibrewal
Fund Manager of Quant Business Cycle Fund, since 6 March 2025
- AUM of the fund stands at 995.9 Cr as of Jul'26
- AUM decreased by 19.6 Cr between Jul'26 and Jun'26
Compare Quant Business Cycle Fund
Quant Business Cycle Fund
VS
ICICI Prudential India Opportunities Fund
Frequently Asked Questions for Quant Business Cycle Fund Direct Growth
How do I invest in Quant Business Cycle Fund?
- 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.