quant Business Cycle Fund · Regular · Growth
NAV
₹16.5137
as of 17 Jun 2026
Expense Ratio
2.23%
AUM
₹965 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.73%
- 3Y
- +17.99%
- 5Y
- —
- Since Inception
- +17.88%
SIP returns (XIRR)
- 1Y
- +12.58%
- 3Y
- +7.17%
- 5Y
- —
- Since Inception
- +7.79%
Beat the benchmark — ₹500/month SIP
Same SIP in this fund vs the benchmark index
This fund
₹20,269
Benchmark
₹20,232
+₹37 extra wealth vs the benchmark index
Backtest this SIP yourselfSIP since inception — what ₹500/month became
Real NAV backtest from day one
₹18,500
Invested
₹20,269
Value today
6.1%
XIRR (p.a.)
₹500/month SIP from fund inception · Current value as of today
Try SIP Calculator with this fund's history₹1,000 lumpsum at launch — value today
Invested on the fund's first NAV date
₹1,000
Invested
₹1,623
Value today
17.3%
CAGR (p.a.)
One-time investment at fund inception · Growth purely from NAV appreciation
Try Lumpsum Calculator₹6L corpus via 12-month STP from a liquid fund at inception
₹50K/month transferred from HDFC Liquid → this fund at launch
₹6,00,000
Invested
₹7,84,635
Value today
-19.4%
vs lumpsum
Direct lumpsum would have beaten STP by 19.4% — but STP reduced timing risk
Model your own STP with real NAVRisk Metrics
Trailing 1 year, annualised-0.29
Sharpe Ratio
-0.04
Alpha
0.54
Beta
-0.27
Sortino
18.30%
Std Dev
-21.01%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 30 Apr 2026- Finance10.00%
- Pharmaceuticals & Biotechnology10.00%
- Power9.00%
- Auto Components9.00%
- Electrical Equipment9.00%
- Insurance7.00%
- Capital Markets6.00%
- Minerals & Mining4.00%
- Metals & Minerals Trading4.00%
- Food Products4.00%
- Chemicals & Petrochemicals1.00%
- Cement & Cement Products1.00%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Piramal Finance Ltd9.64%
- 2Adani Green Energy Limited9.28%
- 3Bharat Heavy Electricals Ltd 26/05/20269.20%
- 4Samvardhana Motherson International Ltd9.11%
- 5Premier Energies Limited8.60%
- 6Aurobindo Pharma Limited8.39%
- 7Hdfc Life Insurance Co Ltd7.39%
- 8Icici Prudential Amc Ltd5.95%
- 9Pb Fintech Limited 26/05/20265.86%
- 10Lloyds Metals And Energy Limited4.20%
Investment Objective
quant Business Cycle Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
quant Business Cycle Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by quant Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹965 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.23%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations