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

16.635 (0.272%)

NAV on June 05, 2025

Category Equity:
Equity - Other

Investment StyleBox

Large Growth

Total Assets 1,275 cr

Turnover Ratio 122.54%

Expense Ratio 0.50%

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

Returns

1M: 4.65%
1Y: 1.59%
3M: 13.26%
3Y: N/A
6M: -7.39%
5Y: N/A

Min Investment 5,000

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ADDITIONAL INFO

Fund Manager Sanjeev Sharma (Since about 2 years) Ankit A. Pande (Since about 2 years) Sandeep Tandon (Since about 2 years) Varun Pattani (Since 4 months) Sameer Kate (Since 3 months) Ayusha Kumbhat (Since 4 months) Lokesh Garg (Since 4 months) Yug Tibrewal (Since 3 months)

ISIN INF966L01BT8

Fund Family Quant

P/E Ratio 24.86

P/B Ratio 2.68

Launch Date May 31, 2023

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 16.67%

Industrial 7.87%

Technology 7.54%

Basic Materials 1.12%

Consumer Cyclical 15.49%

Utilities Services 3.25%

Healthcare Services 20.72%

Energy Services 16.30%

Communication Services 4.64%

Consumer Defensive 6.39%

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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