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May 21, 2025

Category

Equity

AUM (Cr.)

1,237.93

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.11

Sharpe Ratio

-1.39

Beta Ratio

0.00

Fund Manager

Sandeep Tandon

Inception Date

May 30, 2023

Risk Level

Very High

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.

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Nifty 500 TRI

Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Quant Business Cycle Fund - Regular (G) 5.34 -6.21 -1.4 0 0 26.31
Benchmark - Nifty 500 TRI 4.23 2.92 7.78 18.73 26.17 0
Category Average - BEST EQUITY PERFORMERS 4.35 0.46 7.3 20.93 26.61 11.99
Category Rank 3/10 6/10 6/10 7/10 8/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
HDFC Defence Fund - Regular (G) 23.8710 3.00 16.02 0.00 0.00 4,975.51 1.80 100.00 invest
HDFC Defence Fund - Regular (IDCW) 23.8710 3.00 16.02 0.00 0.00 4,975.51 1.80 100.00 invest
Nippon India Taiwan Equity Fund (G) 11.4505 1.78 6.15 10.57 0.00 275.04 2.43 500.00 invest
Nippon India Taiwan Equity Fund (IDCW) 11.4505 1.78 6.15 10.57 0.00 275.04 2.43 500.00 invest
Nippon India US Equity Opportunities Fund (IDCW) 33.4710 -1.45 9.13 16.29 13.43 670.53 2.41 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Reverse Repo-TREPS Apr 30, 2025 149.52 11.73 8.82
Equity-Reliance Industr Apr 30, 2025 135.38 10.62 10.19
Equity-Jio Financial Apr 30, 2025 79.73 6.25 14.47
Equity-HFCL Apr 30, 2025 78.69 6.17 0.37
Derivatives - Stock Future-HDFC Life Insur. Apr 30, 2025 77.29 6.06 0.00
Equity-Samvardh. Mothe. Apr 30, 2025 73.30 5.75 1.76
Equity-Aurobindo Pharma Apr 30, 2025 71.59 5.62 14.02
Equity-S P Apparels Apr 30, 2025 61.90 4.86 7.29
Equity-Larsen & Toubro Apr 30, 2025 57.08 4.48 -4.33
Equity-Life Insurance Apr 30, 2025 56.93 4.47 -0.46

latest news

Quant Mutual Fund announces change in Exit Load Structure

Quant Mutual Fund has announced change in exit load structure under followi...

Apr 17, 2025 10:53

Quant Mutual Fund announces change in Key Personnel

Quant Mutual Fund has announced that Mr. Sameer Kate has been appointed as ...

Jan 11, 2025 12:16

Quant MF announces change in benchmark index under its schemes

Quant Mutual Fund has announced change in the benchmark of Quant Teck Fund ...

Oct 31, 2024 12:06

Quant MF announces change in benchmark index under its scheme

Quant Mutual Fund has announced change in the benchmark of Quant Liquid Fun...

Oct 25, 2024 12:44

Sebi probes Quant Mutual Fund over alleged front-running activities

Securities and Exchange Board of India (Sebi) is investigating Quant Mutual...

Jun 24, 2024 14:36

Quant MF Announces change in scheme name

Quant Mutual Fund has announced change in scheme name under the following s...

Dec 07, 2023 14:46

SCHEME DETAILS

AMC Name : Quant Mutual Fund
Fund Name : Quant Business Cycle Fund - Regular (G)
Contact Persone : Sandeep Tandon
Registered Address : 6th Floor, Sea Breeze Building,Appasaheb Marathe Marg,Prabhadevi Mumbai - 400025
Telephone No : 022-62955000
Fax No. :
Email : help.investor:quant.in
Website : www.quantmutual.com