Quant Business Cycle Fund Regular Growth
- Equity - Other
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹1,015.51 Cr
Expense Ratio
2.85%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹1000.00
Launch Date
31 May 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.66% | -- |
| 3 Months | +9.13% | -- |
| 6 Months | +13.92% | -- |
| 1 Year | +3.55% | +3.55% |
| 2 Years | -- | -2.29% |
| 3 Years | +55.28% | +15.8% |
| 5 Years | -- | 0% |
| Since Launch | +68.23% | +18.01% |
Holdings as on 22 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Treps 01-Jul-2026 Depo 10 | 121.13 | 11.93 |
| Piramal Finance | 100.74 | 9.92 |
| Adani Green Energy | 98.51 | 9.70 |
| Aurobindo Pharma | 91.16 | 8.98 |
| Varun Beverages | 85.84 | 8.45 |
| HDFC Life Insurance Company | 69.95 | 6.89 |
| Divi's Laboratories | 59.72 | 5.88 |
| Tech Mahindra | 59.59 | 5.87 |
| Larsen & Toubro Ltd | 54.07 | 5.32 |
| Adani Enterprises | 49.65 | 4.89 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.56
Sharpe Ratio
20.86%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| SBI Comma Fund Regular Growth | +9.9% | +18.51% | +11.89% |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | +16.19% | +16.21% | +11.82% |
| Quant Business Cycle Fund Regular Growth | +3.55% | +15.8% | -- |
| Axis Momentum Fund Regular Growth | -4.83% | -- | -- |
| Baroda BNP Paribas Innovation Fund Regular Growth | +8.18% | -- | -- |
Results are calculated on CAGR basis
About 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.
The Quant Business Cycle Fund Regular Growth has an AUM of 1015.51 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.85%. The minimum investment in Quant Business Cycle Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.
As per morningstar the risk & return rating of the fund are High & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Treps 01-Jul-2026 Depo 10, Piramal Finance, Adani Green Energy, Aurobindo Pharma.
The major sectors where the fund is invested are Major Drugs, Consumer Financial Services, Electric Utilities, Beverages (Nonalcoholic).
Some of the similar funds are SBI Comma Fund Regular Growth, Edelweiss Recently Listed IPO Fund Regular Plan Growth, Quant Business Cycle Fund Regular Growth, Axis Momentum Fund Regular Growth, Baroda BNP Paribas Innovation Fund Regular Growth. Quant Business Cycle Fund Regular Growth has a sharpe ratio of 0.56 & a standard deviation of 20.86%.
FAQs
According to the morning star rating Quant Business Cycle Fund Regular Growth has a High risk & Exceptional return.
Quant Business Cycle Fund Regular Growth is managed by Jignesh Shah,Sanjeev Sharma,Ankit A. Pande,Sandeep Tandon,Varun Pattani,Sameer Kate,Ayusha Kumbhat,Yug Tibrewal.
The expense ratio of Quant Business Cycle Fund Regular Growth is 2.85%.
The 5 year annualized return on Quant Business Cycle Fund Regular Growth is 0.00% & it has generated 3.55% in the last 1 year.
The minimum investment in Quant Business Cycle Fund Regular Growth is 5000 Rs.
Quant Business Cycle Fund Regular Growth has an AUM of 1015.51 crores.
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