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

17.507 (0.686%)

NAV on August 28, 2026

Category Equity:
Equity - Other

Investment StyleBox

Large Growth

Total Assets 996 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: Positive return: 2.25%
1Y: Positive return: 11.93%
3M: Positive return: 0.19%
3Y: Positive return: 15.03%
6M: Positive return: 10.71%
5Y: N/A

Min Investment 5,000

Buy Now Start SIP

ADDITIONAL INFO

Fund Manager Jignesh Shah (Since 6 months) Sanjeev Sharma (Since over 3 years) Ankit A. Pande (Since over 3 years) Sandeep Tandon (Since over 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 27.26

P/B Ratio 2.99

Launch Date May 31, 2023

Benchmark Nifty 500 TR INR

SECTOR WEIGHTINGS (%)

Financial 13.3%

Industrial 0.0%

Technology 16.17%

Basic Materials 12.08%

Consumer Cyclical 5.79%

Utilities Services 12.69%

Healthcare Services 15.16%

Energy Services 6.84%

Communication Services 11.79%

Consumer Defensive 6.19%

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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