← quant Mutual Fund
quant Business Cycle Fund - Growth Option - Direct Plan
Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High Riskvs NIFTY 500 TRIISIN INF966L01BR2
NAV · 06-Jul-2026
₹17.6347
1M
+3.52%
6M
+7.51%
1Y (CAGR)
+5.28%
3Y (CAGR)
+19.41%
5Y (CAGR)
—
Since inception (CAGR)
+20.39%
NAV history
hover for values
Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
18.05%
Downside dev (3y)
14.75%
Max drawdown (3y)
-29.3%
Sharpe (3y)
0.72
SIP XIRR (3y)
+8.63%
Calendar-year returns
2024 +20.9%2025 -5.0%
Vs benchmark — Nifty 500
3y monthly · 36 months of overlapBeta
1.21
Alpha (p.a.)
+5.16%
Up capture
139.2%
Down capture
106.0%
Correlation
0.89
Top holdings
AMFI disclosure · 2025-01-01TREPS 02-Apr-2025 DEPO 10TRP-Tri Party Repo (TREPs)
11.10%
Reliance Industries LimitedEQU-Equity Shares
9.93%
HFCL LimitedEQU-Equity Shares
6.33%
Samvardhana Motherson International LtdEQU-Equity Shares
5.82%
Jio Financial Services LimitedEQU-Equity Shares
5.63%
Aurobindo Pharma LimitedEQU-Equity Shares
5.07%
Larsen & Toubro LimitedEQU-Equity Shares
4.82%
S. P. Apparels LimitedEQU-Equity Shares
4.66%
Life Insurance Corporation Of IndiaEQU-Equity Shares
4.62%
Alivus Life SciencesEQU-Equity Shares
4.34%
Fund facts
Fund managerJignesh Shah · Sanjeev Sharma · Ankit A. Pande · Sandeep Tandon · Varun Pattani · Sameer Kate · Ayusha Kumbhat · Yug Tibrewal
AUM₹10,177 Cr
Expense ratio1.3% · 2026-06-30
TER · AMFI officialDirect 1.30% · Regular 2.85% (2026-06-30)
Launch date12-May-2023
Plan typeOpen Ended · Equity
Min lumpsum₹5,000
Min SIP₹1,000
Lock-inNone
Volatility17.76
AMCquant Money Managers Limited
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.
scheme documents ↗