Quant Business Cycle Fund - IDCW Option - Regular Plan
Category: Equity: Thematic-Business-Cycle
Launch Date: 30-05-2023
AUM:
₹ 971.36 Cr
Expense Ratio
3.49%
Benchmark
NIFTY 500 TRI
ISIN
INF966L01BV4
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate, Sanjeev Sharma, Jignesh Shah
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Quant Business Cycle Fund - IDCW Option - Regular Plan | 2.5 | 18.2 | - |
| NIFTY 500 TRI | -0.49 | 13.47 | 12.04 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
16.5482
Last change
0.12 (0.7451%)
Fund Size (AUM)
₹ 971.36 Cr
Performance
18.13% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate, Sanjeev Sharma, Jignesh Shah
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS 04-May-2026 DEPO 10 | 17.93 |
| Piramal Finance Limited | 9.64 |
| ADANI GREEN ENERGY LIMITED EQ | 9.28 |
| Bharat Heavy Electricals Ltd 26/05/2026 | 9.2 |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED EQ FV RS. 1/- | 9.11 |
| PREMIER ENERGIES LIMITED EQ | 8.6 |
| AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/- | 8.39 |
| HDFC LIFE INSURANCE COMPANY LIMITED EQ | 7.39 |
| ICICI Prudential AMC Ltd | 5.95 |
| PB Fintech Limited 26/05/2026 | 5.86 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 22.98 |
| Healthcare | 10.08 |
| Power | 9.28 |
| Automobile and Auto Components | 9.11 |
| Capital Goods | 8.6 |
| Metals & Mining | 8.28 |
| Fast Moving Consumer Goods | 4.06 |
| Chemicals | 1.4 |
| Construction Materials | 0.98 |
| Oil, Gas & Consumable Fuels | 0.87 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Quant Business Cycle Fund Reg IDCW | 0.0 |