Quant Business Cycle Fund
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.
₹16.53
1D
NAV as on 04 May 2026
18.37%/per year
Since Inception
▲▼
492 people have invested ₹ 32.5L 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 (04-May-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 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 (13-Apr-26)
Fund Distribution
as on (13-Apr-26)
Quant Business Cycle Fund Sector Allocation
See fund sector allocation details as on (13-Apr-26)
Sector Allocation
Top 3 Sectors in March were Financial Services, Consumer Cyclical & Health
Financial Services
43%
Consumer Cyclical
13%
Health
11%
Financial Services
43%
Consumer Cyclical
13%
Health
11%
Quant Business Cycle Fund Holdings Details
as on (30-Apr-26)
Quant Business Cycle Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.75% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹834 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 is an equity fund. This fund was started on 31 May, 2023. The fund is managed by Varun Pattani, Jignesh Shah, Yug Tibrewal, Sandeep Tandon, Sanjeev Sharma, Ankit A. Pande, Sameer Kate, Ayusha Kumbhat. The fund could potentially beat inflation in the long-run.
Key Parameters
- Quant Business Cycle Fund has ₹834 Cr worth of assets under management (AUM) as on Apr 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Quant Business Cycle Fund has given a CAGR return of 18.37% since inception. Over the last 1 year the fund has given a CAGR return of 3.83%.
Holdings
Quant Business Cycle Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Health, Consumer Cyclical, Utilities, Government, Tech, Consumer Defensive, Energy, Basic Materials. Its top holdings are Piramal Finance Ltd, Samvardhana Motherson International Ltd, Aurobindo Pharma Ltd, HDFC Bank Ltd, Adani Green Energy 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
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
Yug Tibrewal
Fund Manager of Quant Business Cycle Fund, since 6 March 2025
Sandeep Tandon
Fund Manager of Quant Business Cycle Fund, since 31 May 2023
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
Sameer Kate
Fund Manager of Quant Business Cycle Fund, since 6 March 2025
Ayusha Kumbhat
Fund Manager of Quant Business Cycle Fund, since 19 February 2025
- AUM of the fund stands at 968.9 Cr as of Mar'26
- AUM has remained same between Mar'26 and Feb'26
Frequently Asked Questions for Quant Business Cycle Fund
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.