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

14.349 (-0.063%)

NAV on April 02, 2026

Category Equity:
Equity - Other

Investment StyleBox

Large Growth

Total Assets 969 cr

Turnover Ratio 122.54%

Expense Ratio 0.75%

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

Returns

1M: -7.88%
1Y: -6.36%
3M: -13.10%
3Y: N/A
6M: -9.98%
5Y: N/A

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Jignesh Shah (Since about 2 months) Sanjeev Sharma (Since almost 3 years) Ankit A. Pande (Since almost 3 years) Sandeep Tandon (Since almost 3 years) Varun Pattani (Since about 1 year) Sameer Kate (Since about 1 year) Ayusha Kumbhat (Since about 1 year) Yug Tibrewal (Since about 1 year)

ISIN INF966L01BT8

Fund Family Quant

P/E Ratio 29.15

P/B Ratio 3.10

Launch Date May 31, 2023

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 43.46%

Industrial 0.0%

Technology 5.66%

Basic Materials 1.43%

Consumer Cyclical 12.79%

Utilities Services 11.17%

Healthcare Services 11.38%

Energy Services 6.62%

Communication Services 0.00%

Consumer Defensive 7.49%

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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