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Jun 25, 2026


Category Equity
AUM (Cr.) 1,017.72
Exit Load (%) 0.00
Min Inv Lumpsum 5,000
Expense Ratio 2.26
Sharpe Ratio 2.21
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 Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Quant Business Cycle Fund - Regular (G) 2.54 6.62 3.34 18.34 0 18.29
Benchmark - Nifty 500 TRI 2.33 -2.58 1.08 14.12 12.55 0
Category Average - BEST EQUITY PERFORMERS 1.69 1.65 4.89 16.93 13.87 10.56
Category Rank 4/10 4/10 3/10 4/10 7/10 10/10
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ICICI Pru Transportation and Logistics Fund-Reg (IDCW) 17.5800 1.68 12.21 22.78 0.00 3,079.35 1.96 5,000.00 invest
ICICI Pru Transportation and Logistics Fund-Reg (G) 20.7300 1.67 12.18 22.78 0.00 3,079.35 1.96 5,000.00 invest
UTI-Transportation & Logistics Fund (G) 283.4953 1.53 8.20 19.10 17.93 3,860.06 2.42 5,000.00 invest
UTI-Transportation & Logistics Fund (IDCW) 130.7223 1.53 8.20 19.10 17.93 3,860.06 2.42 5,000.00 invest
DSP Natural Resources & New Energy Fund (G) 105.4780 -1.40 19.59 21.28 15.52 2,456.74 3.27 100.00 invest

Asset Allocation

Asset Legend Asset 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 May 31, 2026 193.43 19.01 11.86
Equity-Adani Green May 31, 2026 107.61 10.57 20.23
Derivatives - Stock Future-B H E L May 31, 2026 97.54 9.58 9.87
Equity-Piramal Finance. May 31, 2026 89.69 8.81 -3.59
Equity-Premier Energies May 31, 2026 86.46 8.50 4.21
Equity-Aurobindo Pharma May 31, 2026 82.36 8.09 1.77
Equity-Samvardh. Mothe. May 31, 2026 73.52 7.22 -16.35
Equity-HDFC Life Insur. May 31, 2026 72.25 7.10 1.35
Equity-ICICI AMC May 31, 2026 61.70 6.06 7.55
T Bills-TBILL-91D May 31, 2026 58.51 5.75 15.36

latest news

SCHEME DETAILS

AMC Name
Quant Mutual Fund
Fund Name
Quant Business Cycle Fund - Regular (G)
Contact Person
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