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Quant Mutual Fund · Equity: Thematic-Business-Cycle
Quant BusIness Cycle Fund - Growth Option - Regular Plan
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.
EquityBenchmark · Nifty 500 TRITER · 3.01%Inception · 30-05-2023
NAV
₹15.79
+0.27% · as of 14-10-2026
Since inception
14.45%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹933 Cr
AUM
Expense ratio
3.01%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +14.45% CAGR vs benchmark +11.87%.
Portfolio
Where the money is invested
Top holdings
TREPS 01-Jul-2026 DEPO 1011.93%
Piramal Finance Ltd9.92%
ADANI GREEN ENERGY LIMITED EQ9.70%
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/-8.98%
Varun Beverages Limited8.45%
HDFC LIFE INSURANCE COMPANY LIMITED EQ6.89%
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-5.88%
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/-5.87%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-5.32%
ADANI ENTERPRISES LIMITED EQ NEW FV RE.1/-4.89%
Sector allocation
Financial Services19.17%
Healthcare16.84%
Power9.70%
Metals & Mining8.99%
Information Technology5.87%
Construction5.32%
Capital Goods4.68%
Fast Moving Consumer Goods4.37%
Automobile and Auto Components4.03%
Telecommunication2.60%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.4% p.a.₹10,000
10 years
Projected value
₹26,93,977
Invested: ₹12,00,000
Gained: ₹14,93,977
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
S
Sandeep Tandon, Jignesh Shah, Sameer Kate, Sanjeev Sharma, Ankit Pande, Yug Tibrewal, Varun Pattani, Ayusha Kumbhat
Manager since fund inception data not available
ISIN & identifiers
AMFI code
151758
ISIN (Growth)
INF966L01BU6
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Thematic-Business-Cycle funds
Invesco India BusIness Cycle Fund Gr
₹13.74
1Y
+7.1%
3Y
+0.0%
5Y
+0.0%
Kotak BusIness Cycle Fund Reg Gr
₹16.92
1Y
+3.1%
3Y
+13.7%
5Y
+0.0%
ABSL BusIness Cycle Fund Reg Gr
₹15.51
1Y
+2.2%
3Y
+10.5%
5Y
+0.0%
Bank Of India BusIness Cycle Fund Reg Gr
₹9.43
1Y
+1.9%
3Y
+0.0%
5Y
+0.0%
Mahindra Manulife Business Cycle Fund Reg Gr
₹14.75
1Y
+0.8%
3Y
+13.6%
5Y
+0.0%
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