quant Business Cycle Fund · Regular · Growth
NAV
₹15.9044
as of 29 Sept 2026
Expense Ratio
3.00%
AUM
₹976 Cr
Lumpsum returns (CAGR)
- 1Y
- +3.69%
- 3Y
- +9.54%
- 5Y
- —
- Since Inception
- +14.93%
SIP returns (XIRR)
- 1Y
- +3.39%
- 3Y
- +1.80%
- 5Y
- —
- Since Inception
- +4.33%
What history actually did — last 3 years (Oct 2023 – Sept 2026)
A ₹5,000 monthly SIP for the last 3 years (Oct 2023 – Sept 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹1,76,359 today — ₹1,75,000 invested, 0.5% XIRR.
₹1,75,000
Invested
₹1,76,359
Value today
0.5%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 3 years (Oct 2023 – Sept 2026)
Real NAV backtest
₹1,00,000 invested 3 years ago would be ₹1,32,171 today (9.8% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 3 years (Oct 2023 – Sept 2026) (3 Jun 2024) would be ₹94,574 today (0.95×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.16
Sharpe Ratio
+0.03
Alpha
0.32
Beta
0.16
Sortino
16.07%
Std Dev
-18.39%
Max Drawdown
Performance Comparison
Sectoral allocation
as of 31 Aug 2026- Pharmaceuticals & Biotechnology12.04%
- Finance10.87%
- Telecom - Services8.56%
- Power8.14%
- Auto Components4.79%
- Electrical Equipment4.76%
- Metals & Minerals Trading4.75%
- Minerals & Mining4.19%
- Chemicals & Petrochemicals3.86%
- Food Products3.62%
- Consumer Durables3.20%
Each sector links to the mutual funds most exposed to it.
Related reading
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Fund Details
Available transactions
Portfolio holdings
- 1Piramal Finance Ltd10.87%
- 2Aurobindo Pharma Limited10.07%
- 3Indus Towers Limited8.56%
- 4Adani Green Energy Limited8.14%
- 5Samvardhana Motherson International Ltd4.79%
- 6Premier Energies Limited4.76%
- 7Adani Enterprises Limited4.75%
- 8Lloyds Metals And Energy Limited4.19%
- 9Tata Chemicals Ltd3.86%
- 10Zydus Wellness Ltd3.62%
What this fund does
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 ₹976 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 3.00%.