Quant Business Cycle Fund - Growth Option - Regular Plan
Fund House: Quant Mutual Fund
Category: Equity: Thematic-Business-Cycle
Status: Open Ended Schemes
Launch Date: 30-05-2023
Minimum Investment: 5000.0
Asset Class:
Minimum Topup: 1000.0
Benchmark: NIFTY 500 TRI
Total Assets: 1337.73 As on (30-06-2025)
Expense Ratio: 2.08% As on (30-06-2025)
Turn over: 81.00% | Exit Load: NIL
NAV as on 25-07-2025
15.9778
-0.2018
CAGR Since Inception
24.25%
NIFTY 500 TRI 12.54%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Quant Business Cycle Fund - Growth Option - Regular Plan | -11.05 | - | - | - | 24.25 |
| NIFTY 500 TRI | 2.64 | 18.63 | 21.97 | 13.91 | 12.54 |
| Equity: Thematic-Business-Cycle | 0.64 | 20.68 | 26.29 | 12.94 | 12.3 |
Funds Manager
Mr. Sandeep Tandon
RETURNS CALCULATORS for Quant Business Cycle Fund - Growth Option - Regular Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Quant Business Cycle Fund - Growth Option - Regular Plan
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Quant Business Cycle Fund - Growth Option - Regular Plan
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Quant Business Cycle Fund Reg Gr | 30-05-2023 | -11.05 | 21.17 | 0.0 | 0.0 | 0.0 |
| Sundaram Business Cycle Fund Reg Gr | 25-06-2024 | 8.17 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 05-01-2021 | 7.06 | 23.56 | 23.67 | 0.0 | 0.0 |
| Kotak Business Cycle Fund Reg Gr | 05-09-2022 | 6.48 | 20.1 | 0.0 | 0.0 | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 20-08-2014 | 3.62 | 23.71 | 23.91 | 26.29 | 12.94 |
| HDFC Business Cycle Fund Gr | 05-11-2022 | 3.21 | 15.56 | 0.0 | 0.0 | 0.0 |
| Axis Business Cycles Fund Reg Gr | 05-02-2023 | 1.73 | 18.8 | 0.0 | 0.0 | 0.0 |
| ABSL Business Cycle Fund Reg Gr | 06-12-2021 | 1.34 | 15.28 | 15.74 | 0.0 | 0.0 |
| Union Business Cycle Reg Gr | 05-03-2024 | -2.3 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata Business Cycle Fund Reg Gr | 04-08-2021 | -2.87 | 19.05 | 21.94 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Quant Business Cycle Fund - Growth Option - Regular Plan
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Quant Business Cycle Fund - Growth Option - Regular Plan | ||||||
| Equity: Thematic-Business-Cycle | - | - | - | - | - | - |