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NRI
  • Mutual Fund
  • Quant Business Cycle Fund - Regular (IDCW)

Jan 16, 2025

Category

Equity

AUM (Cr.)

1,462.94

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.06

Sharpe Ratio

9.68

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 (IDCW) -6.68 -9.76 12.46 0 0 34.5
Benchmark - Nifty 500 TRI -7.73 -6.81 9.39 12.19 17.6 0
Category Average - BEST EQUITY PERFORMERS -6.62 -4.22 15.68 15.11 19.99 13.68
Category Rank 2/10 4/10 6/10 7/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Nippon India Taiwan Equity Fund (IDCW) 11.5726 3.62 21.94 7.49 0.00 367.04 2.44 500.00 invest
Nippon India Taiwan Equity Fund (G) 11.5726 3.62 21.94 7.49 0.00 367.04 2.44 500.00 invest
HDFC Defence Fund - Regular (IDCW) 19.9190 2.14 26.99 0.00 0.00 4,647.38 1.86 100.00 invest
HDFC Defence Fund - Regular (G) 19.9190 2.14 26.99 0.00 0.00 4,647.38 1.86 100.00 invest
Sundaram Fin Serv Opportunities-Ins(IDCW) 33.8495 -1.75 7.61 17.86 16.32 1,424.32 2.12 5,000.00 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
Equity-Samvardh. Mothe. Dec 31, 2024 85.87 5.87 -3.90
Equity-HFCL Dec 31, 2024 111.63 7.63 -12.75
Equity-ITC Dec 31, 2024 140.07 9.57 1.45
Equity-Larsen & Toubro Dec 31, 2024 61.64 4.21 -3.15
Equity-Reliance Industr Dec 31, 2024 136.56 9.33 -5.94
Equity-Aurobindo Pharma Dec 31, 2024 72.20 4.94 5.69
Equity-Jio Financial Dec 31, 2024 91.45 6.25 -9.03
Equity-Life Insurance Dec 31, 2024 63.81 4.36 -9.49
Equity-Sun TV Network Dec 31, 2024 53.23 3.64 -9.90
Equity-S P Apparels Dec 31, 2024 77.57 5.30 3.10

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SCHEME DETAILS

AMC Name : Quant Mutual Fund
Fund Name : Quant Business Cycle Fund - Regular (IDCW)
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