Quant Business Cycle Fund Regular Growth

Quant Business Cycle Fund Regular Growth is an equity fund. This fund was started on 31 May, 2023. The fund is managed by Ankit A. Pande, Sanjeev Sharma. The fund could potentially beat inflation in the long-run.

1. Quant Business Cycle Fund Regular Growth has ₹1339 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 2.1.
   

Quant Business Cycle Fund Regular Growth has given a CAGR return of 25.78% since inception. Over the last 1 year the fund has given a CAGR return of -9.67%.

Quant Business Cycle Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Government, Financial Services, Health, Energy, Consumer Cyclical, Tech, Real Estate, Consumer Defensive, Communication, Utilities, Basic Materials. Its top holdings are Reliance Industries Ltd, Jio Financial Services Ltd, HFCL Ltd, Samvardhana Motherson International Ltd, DLF Ltd

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 benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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 for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Quant Business Cycle Fund Regular Growth has no lock in period.