Quant Business Cycle Fund Regular-IDCW Reinvestment

Fund Details

NAV 16.5482

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹1000.0

Fund Age(Year) 3.03

Fund Size(in Crores) 964.67

Fund Performance

1 Month 4.34%

3 Month 12.11%

6 Month 5.19%

1 Year 2.49%

3 Year 18.16%

5 Year 0.0%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (70.93%) Market Cap Large Cap 46.41 Mid Cap 17.71 Small Cap 6.81 Top Sectors Financial 23 Healthcare 8.21 Services 6.92 Energy 5.55 Capital Goods 4.8 Communication 4.4 Automobile 4.03 Materials 3.37 Technology 2.64 Construction 2.12 Metals & Mining 1.93 Consumer Discretionary 1.31 Consumer Staples 1.14 Chemicals 0.74 Insurance 0.52 Textiles 0.25 Top Holding Aditya Birla AMC 0.92 Aditya Birla Capital 0.9 Aditya Vision 1.22 Apollo Hospitals Enterprise 1.59 Arvind Fashions 0.25 Axis Bank 2.14 Bajaj Auto 0.9 Bajaj Finance 1.56 Bank of Maharashtra 1.18 Bharat Electronics 1.4 Bharat Heavy Electricals 1.39 Bharti Airtel 2.51 BlackBuck 0.71 Bosch 0.73 Britannia Industries 0.48 Coal India 1.72 CRISIL 0.52 Cummins India 0.59 Delhivery 1.01 Divi's Laboratories 1.03 Eternal 1.68 Fortis Healthcare 1.35 Glenmark Pharmaceuticals 1.36 HDFC AMC 0.83 HDFC Bank 2.58 Hindustan Aero 0.39 ICICI Bank 3.2 ICICI Lombard Gen. Insurance 0.52 IDFC First Bank 0.98 IIFL Finance 0.39 Indian Bank 1.01 Indusind Bank 2.13 Indus Towers 1.89 Infosys 1.24 Jindal Steel 1.93 JSW Energy 0.62 Larsen & Toubro 1.42 Laurus Labs 1.37 L&T Fin 0.76 Mahanagar Gas 0.71 Mahindra & Mahindra 1.38 Maruti Suzuki India 1.02 Max Financial Services 0.47 MCX 0.9 ONGC 1.14 Polycab India 0.41 Power Grid Corporation Of India 1.04 Radico Khaitan 0.66 Reliance Industries 2.66 Senores Pharmaceuticals 1.08 SRF 0.74 State Bank of India 2.59 Tech Mahindra 1.4 The Federal Bank 1.36 The Phoenix Mills 0.7 Titan Company 1.31 Torrent Pharmaceuticals 0.43 Ultratech Cement 1.65 Vishal Mega Mart 0.88

Debt & Others (29.07%) Sector Allocation Non Convertible Debenture 0.74 Commercial Paper 1.68 Certificate of Deposit 1.36 Debt Credit Ratings AAA 9.25 SOV 5.95 Cash & Call Money 5.52 AA+ 4.53 A1+ 3.04 Debt Category Small Industries 2.82 Power Fin. Corp. 0.17 Muthoot Finance 3.96 National Bank Agr. Rur. Devp 3.89

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-Growth Ret 1M -0.35% Ret 1Y 2.97% Ret 3Y 11.15% Ret 5Y 9.46%

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Ret 1M -0.35% Ret 1Y 2.97% Ret 3Y 11.15% Ret 5Y 9.46%

Equity, Flexi Cap funds Aditya Birla Sun Life Balanced Advantage Fund Regular-IDCW Payout Ret 1M -0.35% Ret 1Y 2.97% Ret 3Y 11.15% Ret 5Y 9.46%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-Growth Ret 1M -0.27% Ret 1Y 1.62% Ret 3Y 13.66% Ret 5Y 11.69%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Ret 1M -0.27% Ret 1Y 1.62% Ret 3Y 13.66% Ret 5Y 11.69%

Equity, Flexi Cap funds Aditya Birla Sun Life Dynamic Asset Allocation Omni FoF Regular-IDCW Half Yearly Payout Ret 1M -0.27% Ret 1Y 1.62% Ret 3Y 13.66% Ret 5Y 11.69%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-Growth Ret 1M -1.04% Ret 1Y -0.14% Ret 3Y 11.5% Ret 5Y 9.67%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Payout Ret 1M -1.04% Ret 1Y -0.14% Ret 3Y 11.5% Ret 5Y 9.67%

Equity, Flexi Cap funds Axis Balanced Advantage Fund Regular-IDCW Reinvestment Ret 1M -1.04% Ret 1Y -0.14% Ret 3Y 11.5% Ret 5Y 9.67%

Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-Growth Ret 1M -1.11% Ret 1Y -4.88% Ret 3Y 11.11% Ret 5Y 8.17%

Equity, Flexi Cap funds Axis Retirement Fund - Dynamic Plan Regular-IDCW Ret 1M -1.11% Ret 1Y -4.88% Ret 3Y 11.11% Ret 5Y 8.17%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.26%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Yug Tibrewal

Education B.M.S, CFA L1

Experience Yug is an investment professional with over 2 years of experience in dealing related activities

Varun Pattani

Education Mr. Pattani is an ACA

Experience Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.

Jignesh Shah

Education Graduate - Sydenham College of Commerce and Economics, Mumbai, CFA - ICFAI

Experience Prior to joining the Quant MF, he was associated with Nippon Life AMC. He subsequently held senior portfolio management positions at leading asset management firms including ICICI Prudential AMC and Aditya Birla Sun Life AMC.

Ayusha Kumbhat

Education CFA Level III, BSc (Hons) in Economics, MSc in Behavioural & Experimental Economics

Experience She is working with Quant Mutual fund as Research Analyst for the past 15 months, specializing in investment research.

Sanjeev Sharma

Education Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.

Experience He has total work experience of 17 years including 13 years of experience in the financial market. He specializes in identifying crucial inflexion points in securities.

Vasav Sahgal

Education B.Com. and CFA

Experience Prior to joining ITI AMC, he has worked with Quant Mutual Fund, Eqestar capital as Equity Research Analyst.

Sandeep Tandon

Education Mr. Tandon has done MBA (Finance)

Experience Prior to joining Quant Mutual Fund, he has worked with ICICI Securities as Vice President, The Economic Times and IDBI AMC.

Ankit A Pande

Education Mr. Pande has done CFA and MBA

Experience Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.

Sameer Kate

Education Bachelor of Computer Science, MBA from IME Pune.

Experience Prior to joining Quant Mutual Fund, he was working with Investec Capital and Kotak Securities,

Lokesh Garg

Education MBA IIM Ahmedabad, B.Tech IIT Roorkee, CFP Level III

Experience Prior to joining Quant Mutual Fund, he was working with UBS, ICICI Bank in Treasury and Infosy, Kotak Institutional Equities

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 1

Date of Incorporation 2023-05-30

Total AUM 94000.45

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.