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Quant Business Cycle Fund - Direct (IDCW)

Sectoral / Thematic
Invest Now

  • NAV

    17.24(0.70%)

  • Fund Size (CR)

    ₹1,537.25

  • Expense Ratio

    0.51

  • Scheme Type

    Active Fund

  • Value Research

  • Min. investment

    ₹5,000

  • Minimum Additional Investment

    ₹1,000

  • Minimum SIP Investment

    ₹1,000

  • Minimum Withdrawal

    ₹1

  • Exit Load For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrepective of the amount of investment: 1% Nil - For redemption / switch outs after 15 days from the date of allotment.

    1%

  • Return Since Launch

    39.77%
  • 3M
  • 6M
  • 1Y
  • 3Y
  • All
Absolute Return: -11.74%
Annualized Return: 0% [object Object]

Basic Details

Scheme Manager

Sandeep Tandon

Bench Mark

Nifty 500 TRI

Type

OPEN

Lumpsum Returns

Period Invested For₹10,000 Invested onLatest ValueAbsolute ReturnsAnnualised ReturnsCategory AvgRank within Category
1 Week 23 December 20249988.91-0.11%-0.16%474/816
1 Month29 November 20249558.21-4.42%--0.71%744/784
3 Month30 September 20248710.82-12.89%--5.70%716/757
6 Month28 June 20249746.33-2.54%-2.59%480/713
1 Year29 December 202312023.1120.23%20.23%22.69%348/628
3 Year--0%-18.51%-/-
5 Year--0%-22.12%-/-
Since Inception30 May 202317024.6070.25%39.77%17.01%16/814

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For₹10,000 Invested onInvestmentsLatest ValueAbsolute ReturnsAnnualised Returns
1 Year1 January 20241,30,000131891.701.46% 1.46%
3 Year-----
5 Year-----
10 Year-----

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

  • Investment type
  • Scheme based
  • SIP
  • Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

  • Invested Amount

    ₹25,000

  • Estimated Returns

    ₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

4.56%

Standard Deviation

1.04%

Beta

2.12%

Sharpe Ratio

0.10%

Treynor's Ratio

13.23%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in% of Total HoldingsQuantityValue (Cr)Asset TypeSegment
Reliance Industr9.44%1123500145.18EquityRefineries
ITC8.98%2896000138.07EquityTobacco Products
HFCL8.32%9911478127.95EquityTelecomm Equipment & Infra Services
Jio Financial6.54%3061610100.53EquityFinance
Samvardh. Mothe.5.81%550000089.35EquityAuto Ancillaries
S P Apparels4.89%84681075.24EquityTextiles
Life Insurance4.59%71541270.50EquityInsurance
Aurobindo Pharma4.44%54100068.31EquityPharmaceuticals
Larsen & Toubro4.14%17085063.64EquityInfrastructure Developers & Operators
Sun TV Network3.84%77900059.08EquityEntertainment

Peer Comparison

Scheme NameValue ResearchAsset Size (Cr)1M3M6M1Y3Y
Quant Business Cycle Fund - Direct (IDCW)
1537.25-4.42%-12.89%-2.54%20.23%-
HDFC Pharma and Healthcare Fund - Direct (G)
1459.593.11%5.44%30.11%51.66%-
HDFC Pharma and Healthcare Fund - Direct (IDCW)
1459.593.11%5.44%30.11%51.66%-
ICICI Pru P.H.D Fund - Direct (IDCW)
5044.633.64%2.42%24.35%48.44%25.33%
ICICI Pru P.H.D Fund - Direct (G)
5044.633.66%2.42%24.34%48.42%25.35%
LIC MF Infrastructure Fund - Direct (G)
852.07-0.42%-2.13%2.95%48.19%33.49%

News

  • Quant MF announces change in benchmark index under its schemes

    Quant Mutual Fund has announced change in the benchmark of Quant Teck Fund Fund with effect from November 05, 2024

    Change in name of Benchmark of Quant Teck Fund

    Scheme Name Existing Benchmark Revised 1st Tier Benchmark
    Quant Teck Fund BSE Teck TRI Nifty IT TRI
    Quant PSU Fund BSE PSU TRI Nifty PSE TRI
    Quant Consumption Fund BSE Consumer Discretionary Index TRI Nifty India Consumption TRI
    Quant Healthcare Fund BSE Healthcare Index TRI Nifty Healthcare TRI
    Quant Dynamic Asset Allocation Fund CRISIL Hybrid 50+50 - Moderate Index Nifty 50 Hybrid Composite debt 50:50 Index
    Quant Absolute Fund CRISIL Hybrid 35+65 - Aggressive Index Nifty 50 Hybrid Composite debt 65:35 Index

    Powered by Capital Market - Live News

  • Quant MF announces change in benchmark index under its scheme

    Quant Mutual Fund has announced change in the benchmark of Quant Liquid Fund with effect from November 01, 2024

    Change in name of Benchmark of Quant Liquid Fund

    Scheme Name Existing Benchmark Revised Benchmark
    Quant Liquid Fund CRISIL Liquid Debt B-I Index CRISIL Liquid Debt A-I Index

    Powered by Capital Market - Live News

Fund House Details & Investment Objective

Date of Incorporation

12 May 2023

Total AUM (Cr)

₹1537.25

Quant Business Cycle Fund - Direct (IDCW) is an Sectoral / Thematic-oriented fund from the renowned AMC, Quant Mutual Fund. Launched in 12 May 2023, this fund is managed by Sandeep Tandon. With assets under management (AUM) worth ₹1,537.25 (Cr), as of 1 January 2025, Quant Business Cycle Fund - Direct (IDCW) is categorized as a Sectoral / Thematic within its segment. The fund has generated a return of 39.77% since its launch.
The current NAV of Quant Business Cycle Fund - Direct (IDCW) is ₹17.24, as on 1 January 2025. The fund's benchmark index is Nifty 500 TRI. You can invest in Quant Business Cycle Fund - Direct (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹1,000 while the minimum lumpsum investment is ₹5,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrepective of the amount of investment: 1% Nil - For redemption / switch outs after 15 days from the date of allotment. The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 96.15% in Equity, 2.30% in Debt and 1.55% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 13.78% in Pharmaceuticals & Biotech, 11.60% in Diversified FMCG, 9.39% in Petroleum Products, 7.95% in Finance, 7.80% in Telecom-Services

FAQs

How to Invest in Quant Business Cycle Fund - Direct (IDCW) Direct Growth?

Quant Business Cycle Fund - Direct (IDCW) is a popular fund in the Sectoral / Thematic segment. The fund has generated a return of 39.77% since inception. Looking to invest in Quant Business Cycle Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Quant Business Cycle Fund - Direct (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:

  • Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Quant Business Cycle Fund - Direct (IDCW)
  • On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
  • If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
  • If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Quant Business Cycle Fund - Direct (IDCW) today and reap the benefits of this Sectoral / Thematic fund!

How much returns has Quant Business Cycle Fund - Direct (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, Quant Business Cycle Fund - Direct (IDCW) has generated annualised return of 20.23%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 39.77% returns.

What is the expense ratio of Quant Business Cycle Fund - Direct (IDCW) Direct Growth?

The expense ratio of Quant Business Cycle Fund - Direct (IDCW) Direct Growth is 0.51%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Quant Business Cycle Fund - Direct (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of Quant Business Cycle Fund - Direct (IDCW) is ₹1,537.25 (Cr) as of 2025-01-01 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Quant Business Cycle Fund - Direct (IDCW) Direct Growth?

Redeeming or selling units of Quant Business Cycle Fund - Direct (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.


To redeem from Quant Business Cycle Fund - Direct (IDCW):
  • Login to your m.Stock account
  • In portfolio, your mutual fund investments will be visible under ‘MF’
  • Select the fund you wish to redeem from (in this case Quant Business Cycle Fund - Direct (IDCW)).
  • Click on ‘Redeem’ button
  • You have 2 options – redeem by units and redeem by value (you can only redeem free units)
  • Select units to be redeemed and click on submit.
  • Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).
Note : Securities shown above are only for illustrative purposes and not recommendatory in nature. The data represents best/cumulative figures till date.