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  • Quant Business Cycle Fund (Growth)
Quant Mutual Fund

Quant Business Cycle Fund (Growth)

EquitySectoral/ Thematic

17.9631

NAV (Jul 25)

66.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

17.9631

NAV (Jul 25)

Fund Returns

Last 1Y
65.2%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
66%
6 Month CAGR
22.8%

Scheme Information

Investment Objective

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.

Expense Ratio
2.09
Launched (1y ago)
May 31, 2023
AUM in Crores
1357.363
ISIN
INF966L01BU6
Lock-in
No Lock-in
Benchmark
NSE 500 TRI Index
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Sandeep Tandon

Fund Manager

Sanjeev Sharma

Fund Manager

Vasav Sahgal

Fund Manager

Ankit A. Pande

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Quant Business Cycle Fund (Growth)70%50,45,958 43,13,34666.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-07-25

Top Stock Holdings

hdfc bank ltd

9.7%
9.7%

reliance industries ltd

9.7%
9.7%

samvardhana motherson international ltd

7.7%
7.7%

jio financial services ltd

6.5%
6.5%

hfcl ltd

6.5%
6.5%
See all holdings

Allocation by Sector

financial services

21.3%
21.3%

consumer cyclical

14.9%
14.9%

healthcare

12.1%
12.1%

energy

9.7%
9.7%

consumer defensive

8.2%
8.2%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 21,459 cr

₹ 16,283 cr

₹ 24,345 cr

₹ 59,364 cr

₹ 45,470 cr

amc-img

About the AMC

Quant Money Managers Limited

Quant Money Managers Limited manages assets worth 90,644 crores and was set up on 1 December 1995. It's current offering of mutual fund schemes includes 43 equity,16 debt and 6 hybrid funds.amc-img
phone-img022-62955000
Fund NameScripbox Opinion
Till Date CAGR

19.2%

17.6%

23%

11.8%

30%

12.9%

5.7%

7.5%

25.8%

16.3%

Quant Business Cycle Fund (G) Review

Quant Business Cycle Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of 66.4% over a period of 1 years. The fund is managed by Quant Money Managers Limited. The fund managers are Ankit A. Pande, Sandeep Tandon, Sanjeev Sharma, Vasav Sahgal.

Nav of Quant Business Cycle Fund (G) as of 7/25/2024 is ₹17.96 with the total AUM as of 7/26/2024 is ₹1357.363. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quant Business Cycle Fund (G) was launched on May 31, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Quant Business Cycle Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Quant Business Cycle Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to NSE 500 TRI Index.

Quant Business Cycle Fund (G) is rated as a 0 fund in Equity and delivered 66.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quant Business Cycle Fund (G).

Frequently Asked Questions

What is Quant Business Cycle Fund (G)?

Quant Business Cycle Fund (G) is a Sectoral/ Thematic Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Quant Business Cycle Fund (G)?

You can invest in Quant Business Cycle Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Quant Business Cycle Fund (G)?

The minimum sip amount for Quant Business Cycle Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Quant Business Cycle Fund (G) good to invest in?

As per Scripbox experts, Quant Business Cycle Fund (G) is a Not Reviewed Yet fund. You can investQuant Business Cycle Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Quant Business Cycle Fund (G)?

The expense ratio of the Quant Business Cycle Fund (G) is 2.09% for regular plan.