Quant Business Cycle Fund Regular-Growth

Fund Details

NAV 13.5016

Sub-Type Thematic-Business Cycle

Rating Not Rated

Min. SIP Amount ₹1000.0

Fund Age(Year) 2.82

Fund Size(in Crores) 968.93

Fund Performance

1 Month -12.0%

3 Month -14.4%

6 Month -14.31%

1 Year -9.66%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 24 Mar 2026

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

Equity (84.04%) Market Cap Mid Cap 23.28 Large Cap 43.78 Small Cap 16.98 Top Sectors Financial 21.05 Automobile 10.51 Healthcare 9.36 Capital Goods 9.18 Insurance 8.97 Consumer Staples 8.93 Services 7.17 Technology 3.79 Unclassified 2.09 Energy 1.82 Materials 1.18 Top Holding Samvardhana Motherson 10.51 ICICI Prudential Asset Management Company 2.09 HDFC Bank 9.51 Adani Green Energy 9.18 Brooks Laboratories 2.02 Adani Enterprises 3.53 Bank Nifty -6.07 Zydus Wellness 3.06 Piramal Finance 8.81 Dabur India 5.87 One97 Communications 3.55 Wipro 3.79 Adani Enterprises Ltd. - (Partly Paid-up) 0.09 The Ramco Cements 1.18 Shriram Finance 3.17 HDFC AMC 5.64 HDFC Life Insurance 8.97 Aurobindo Pharma 7.34 ONGC 1.82

Debt & Others (15.96%) Sector Allocation Treasury Bills 6.56 Fixed Deposits 18.46 Net Payables -9.05 Debt Credit Ratings Debt Category Reserve Bank of India 6.56 Others 9.4

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-Growth Ret 1M -8.3% Ret 1Y 1.94% Ret 3Y 12.99% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Business Cycle Fund Regular-IDCW Ret 1M -8.3% Ret 1Y 1.94% Ret 3Y 12.99% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-Growth Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Payout Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Axis Business Cycles Fund Regular-IDCW Reinvestment Ret 1M -12.66% Ret 1Y -3.24% Ret 3Y 13.68% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-Growth Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bandhan Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -13.2% Ret 1Y -6.27% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-Growth Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Payout Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Business Cycle Fund Regular-IDCW Reinvestment Ret 1M -9.33% Ret 1Y -5.14% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.28%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

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

Varun Pattani

Education Mr. Pattani is an ACA

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

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

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.

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.

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.

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.

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.

Yug Tibrewal

Education B.M.S, CFA L1

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

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,

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.

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) 11

Date of Incorporation 2023-05-30

Total AUM 88795.88

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.