Fund Overview

Quant Business Cycle Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

16.09

Inception Date

30-05-2023

Equity - Diversified

Investment Objectives

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.

Risk O Meter

Performance

Scheme Name	3 Months (%)	6 Months (%)	1 Year (%)	3 Years (%)	5 Years (%)	10 Years (%)	Since Inception (%)
Quant Business Cycle Fund - Regular (G)	8.92	-4.88	-0.01	NA	NA	NA	27.25

Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (Nifty 500 TRI)

1Lakh investment Grown to 1.00 Lakh

10,000 investment Grown to 1.16 Lakh

1Lakh investment Grown to 1.09 Lakh

Key Parameters

AUM(₹ Cr.)	1,275
Type	OPEN ENDED
Entry Load
Minimum investment(₹)	5000
Expense Ratio (%)	0
Benchmark	Nifty 500 TRI
Fund Manager	Sandeep Tandon
Exit
Incrimental Invest(₹)	1000

NAV Movement

3M 6M 1Y 3Y 5Y

AUM Movement

3M 6M 1Y 3Y 5Y

Asset Allocation Pie chart

Top Company Holding (As on 30 04 25 )

Company	Asset	No.of shares	Value (₹ in Cr)
Reliance Industr	Equity	963591	135.38
Jio Financial	Equity	3061610	79.73
HFCL	Equity	9911478	78.69
HDFC Life Insur.	Derivatives - Stock Future	1037300	77.29
Samvardh. Mothe.	Equity	5500000	73.30
Aurobindo Pharma	Equity	582423	71.59
S P Apparels	Equity	846810	61.90
Larsen & Toubro	Equity	170850	57.08
Life Insurance	Equity	715412	56.93
Alivus Life	Equity	497480	54.92
Sun TV Network	Equity	779000	48.37
Brooks Lab.	Equity	2916111	38.52

Sector Holding Pie Chart

Peer Comparison

Scheme Name	AUM (₹ IN Cr.)	1 Years (%)	3 Years (%)	5 Years (%)	Since Inception (%)	Inception Date	Sharpe	Std.Dev
Quant Business Cycle Fund	1,274.87	-0.01	NA	NA	27.25	30-May-2023	0.9173	5.70
Motilal Oswal Large Cap Fund	2,149.71	25.79	NA	NA	27.25	06-Feb-2024	1.2678	4.05
Invesco India Midcap Fund	6,046.97	20.60	29.43	32.44	16.87	19-Apr-2007	0.9553	4.89
Sundaram Services Fund	3,998.33	19.17	22.18	29.68	20.24	21-Sep-2018	0.7985	3.95
Bandhan Innovation Fund	1,434.07	18.64	NA	NA	19.93	30-Apr-2024	0.4991	6.38
Motilal Oswal Midcap Fund	27,780.18	18.55	33.10	39.36	22.67	24-Feb-2014	1.0433	5.41
HDFC Defence Fund	5,487.27	18.20	NA	NA	54.86	02-Jun-2023	1.2293	9.06
Motilal Oswal Large and Midcap Fund	9,176.39	18.17	31.98	32.96	23.46	17-Oct-2019	0.9334	5.37
Motilal Oswal Small Cap Fund	4,331.97	18.04	NA	NA	23.40	26-Dec-2023	0.5901	5.78
Invesco India Large & Mid Cap Fund	6,765.05	17.87	27.55	27.94	13.50	09-Aug-2007	0.9558	4.51

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