Item: Quant Business Cycle Fund Direct Reinvestment of Income Distribution cum capital withdrawal option
Rating: Unrated
Author: Morningstar

Home › Mutual Funds › Quant Mutual Fund › Quant Business Cycle Fund Direct Reinvestment of Income Distribution cum capital withdrawal option

17.512 (-0.519%)

NAV on August 10, 2026

Category Equity:
Equity - Other

Investment StyleBox

Large Growth

Total Assets 1,016 cr

Turnover Ratio 122.54%

Expense Ratio 1.39%

Exit Load 1.00%if redeemed within
15 Days0.00%if redeemed after 15 Days

Returns

1M: Negative return: -0.63%
1Y: Positive return: 11.29%
3M: Positive return: 3.26%
3Y: Positive return: 15.09%
6M: Positive return: 9.32%
5Y: N/A

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Jignesh Shah (Since 6 months) Sanjeev Sharma (Since about 3 years) Ankit A. Pande (Since about 3 years) Sandeep Tandon (Since about 3 years) Varun Pattani (Since over 1 year) Sameer Kate (Since over 1 year) Ayusha Kumbhat (Since over 1 year) Yug Tibrewal (Since over 1 year)

ISIN INF966L01BT8

Fund Family Quant

P/E Ratio 33.43

P/B Ratio 3.80

Launch Date May 31, 2023

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 21.02%

Industrial 5.84%

Technology 11.57%

Basic Materials 5.78%

Consumer Cyclical 4.42%

Utilities Services 10.64%

Healthcare Services 18.46%

Energy Services 5.36%

Communication Services 2.85%

Consumer Defensive 14.06%

Real Estate 0.00%

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.

Dividends that would otherwise be paid out to investors are instead used to purchase more units in the fund. Not as tax efficient as Growth.

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