Scheme Overview
Quant Business Cycle Fund - Growth Option - Regular Plan
| Category: Equity: Thematic-Others |
| Launch Date: 30-05-2023 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| Expense Ratio: 2.11% As on ( 30-04-2025) |
| Status: Open Ended for subscription |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,280.95 Cr As on ( 30-04-2025) |
| Turn over: |
15.7277
0.06 ( 0.3859% )
26.03%
NIFTY 500 TRI12.48%
PERFORMANCE of Quant Business Cycle Fund - Growth Option - Regular Plan
Scheme Performance (%) Data as on - 13-05-2025
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Quant Business Cycle Fund - Growth Option - Regular Plan | 1.15 | - | - | - | 26.03 |
| NIFTY 500 TRI | 10.89 | 19.84 | 25.76 | 14.16 | 12.48 |
| Equity: Thematic-Others | 8.76 | 20.94 | 27.38 | 13.55 | 10.07 |
Yearly Performance (%)
Fund Managers
Sanjeev Sharma, Vasav Sahgal, Sandeep Tandon, Ankit A Pande
Investment Objective
The scheme seeks 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.
RETURNS CALCULATOR for Quant Business Cycle Fund - Growth Option - Regular Plan
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Riskometer
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-Others | - | - | - | - | - | - |
PEER COMPARISION of Quant Business Cycle Fund - Growth Option - Regular Plan
| Scheme Name | Launch Date |
1-Year Ret (%) |
2-Yrs Ret (%) |
3-Yrs Ret (%) |
5-Yrs Ret (%) |
10-Yrs Ret (%) |
|---|---|---|---|---|---|---|
| Quant Business Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 1.15 | 0.0 | 0.0 | 0.0 | 0.0 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 20.15 | 0.0 | 0.0 | 0.0 | 0.0 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 20.1 | 23.63 | 21.9 | 28.39 | 0.0 |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 19.93 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 16.23 | 26.9 | 22.79 | 28.37 | 14.04 |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 14.74 | 32.56 | 0.0 | 0.0 | 0.0 |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 14.68 | 22.22 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 14.43 | 29.05 | 27.09 | 33.87 | 0.0 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 13.33 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 12.95 | 25.97 | 23.46 | 27.94 | 0.0 |
