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.
₹16.57
▲0.3%1D
NAV as on 16 May 2025
29.29%/per year
Since Inception
▲▼
1306 people have invested ₹ 66.4L in Quant Business Cycle Fund Direct Growth in the last three months
Quant Business Cycle Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (16-May-25)
The fund has underperformed the benchmark (Nifty 500) over the last 1Y, 3Y, 5Y time periods.
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-May-25)
Fund Distribution
as on (13-May-25)
Equity 93.7%
Debt & Cash 6.3%
Quant Business Cycle Fund Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 93.7%
Debt & Cash 6.3%
Top 3 Sectors in April were Health, Consumer Cyclical & Financial Services
Health
21%
Financial Services
17%
Energy
16%
Health
21%
Consumer Cyclical
20%
Financial Services
16%
Quant Business Cycle Fund Holdings Details
as on (30-Apr-25)
Equity
Debt & Cash
Quant Business Cycle Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.52% |
Benchmark | Nifty 500 TR INR |
| AUM | ₹1275 Cr |
| Inception Date | 31 May, 2023 |
| Min Lumpsum/SIP | ₹5000/₹1000 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 122.54% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| 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 Sanjeev Sharma, Ankit A. Pande. The fund could potentially beat inflation in the long-run.
Key Parameters
- Quant Business Cycle Fund Direct Growth has ₹1275 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
- The fund has an expense ratio 0.5.
Returns
Quant Business Cycle Fund Direct Growth has given a CAGR return of 29.29% since inception. Over the last 1 year the fund has given a CAGR return of 2.31%.
Holdings
Quant Business Cycle Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Health, Financial Services, Energy, Consumer Cyclical, Industrial, Tech, Government, Consumer Defensive, Communication, Utilities, Basic Materials. Its top holdings are Reliance Industries Ltd, Jio Financial Services Ltd, HFCL Ltd, Samvardhana Motherson International Ltd, 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 Growth
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 Growth has no lock in period.
Fund Manager
Sanjeev Sharma
Fund Manager of Quant Business Cycle Fund Direct Growth, since 31 May 2023
Ankit A. Pande
Fund Manager of Quant Business Cycle Fund Direct Growth, since 31 May 2023
- AUM of the fund stands at 1.3K Cr as of Apr'25
- AUM increased by 36.9 Cr between Apr'25 and Mar'25
More funds from Quant
5Y CAGR
▲ 50.97
3Y CAGR
▲ 28.85
3Y CAGR
▲ 28.64
5Y CAGR
▲ 43.90
5Y CAGR
▲ 36.44
Frequently Asked Questions for Quant Business Cycle Fund Direct Growth
What is the current NAV of Quant Business Cycle Fund Direct Growth?
What are the average returns of Quant Business Cycle Fund Direct Growth?
Quant Business Cycle Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 7.66% | 7.66% |
6 Month Returns | -4.13% | -4.13% |
1 Year Returns | 2.31% | 2.31% |
3 Years Returns | 0% | 0% |
How do I invest in Quant Business Cycle Fund Direct Growth?
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
What is the expense ratio of Quant Business Cycle Fund Direct Growth?
What is net assets under management (AUM) of Quant Business Cycle Fund Direct Growth?
What are the top 5 holdings of Quant Business Cycle Fund Direct Growth?
What are the top 3 sectors that this Quant Business Cycle Fund Direct Growth has invested in?
What is the alpha of Quant Business Cycle Fund Direct Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Quant Business Cycle Fund Direct Growth | -9.06 | - | - |
What is the beta of Quant Business Cycle Fund Direct Growth??
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Quant Business Cycle Fund Direct Growth | 1.27 | - | - |
What is the sharpe ratio of Quant Business Cycle Fund Direct Growth?
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Quant Business Cycle Fund Direct Growth | -0.39 | - | - |
What is the standard deviation of Quant Business Cycle Fund Direct Growth?
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Quant Business Cycle Fund Direct Growth | 21.83 | - | - |