Quant Business Cycle Fund
1Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹17.52
Total Expense Ratio
1.39%
Base Expense Ratio
0.6%
Min SIP
₹1.00K
Fund Size
₹996Cr
Min Investment
₹5.00K
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 15D, Nil after 15D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.16%
Beta
1.16
Sharpe Ratio
0.165062
Risk
15.05%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(11.94)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Mahindra Manulife Innovation Opportunities Fund
- Bandhan Business Cycle Fund
- ICICI Prudential Quant Fund
- HDFC Consumption Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Motilal Oswal Manufacturing Fund
- Motilal Oswal Innovation Opportunities Fund
- Motilal Oswal Active Momentum Fund
- Baroda BNP Paribas Innovation Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Kotak Rural Opportunities Fund
- SBI Equity Minimum Variance Fund
- HSBC India Export Opportunities Fund
- ICICI Prudential Rural Opportunities Fund
- Quantum ESG Best In Class Strategy Fund
- HDFC Housing Opportunities Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Edelweiss Business Cycle Fund
- LIC MF Manufacturing Fund
- UTI Innovation Fund
- Axis Momentum Fund
- ICICI Prudential PSU Equity Fund
- ICICI Prudential Transportation and Logistics Fund
- Tata Business Cycle Fund
- Union Innovation & Opportunities Fund
- Edelweiss Recently Listed IPO Fund
- WhiteOak Capital Quality Equity Fund
- The Wealth Company Ethical Fund
- UTI-Transportation and Logistics Fund
- SBI Quality Fund
- Union Business Cycle Fund
- Axis Quant Fund
- Union Active Momentum Fund
- Axis Business Cycles Fund
- Shriram Multi Sector Rotation Fund
- Sundaram Multi-Factor Fund
- Axis Innovation Fund
- Aditya Birla Sun Life Business Cycle Fund
- Canara Robeco Manufacturing Fund
- Baroda BNP Paribas Business Cycle Fund
- Quant ESG Integration Strategy Fund
- Quant Quantamental Fund
- Aditya Birla Sun Life PSU Equity Fund
- Sundaram Business Cycle Fund
- Motilal Oswal Business Cycle Fund
- Quant Manufacturing Fund
- Quant Commodities Fund
- DSP Business Cycle Fund
- Aditya Birla Sun Life Conglomerate Fund
- JioBlackRock Sector Rotation Fund
- Tata Ethical Fund
- Invesco India PSU Equity Fund
- HSBC Business Cycles Fund
- Kotak ESG Exclusionary Strategy Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- ICICI Prudential Commodities Fund
- SBI PSU Fund
- Motilal Oswal Quant Fund
- Nippon India Quant Fund
- Kotak Pioneer Fund
- Aditya Birla Sun Life Quant Fund
- HDFC Defence Fund
- Kotak Manufacture in India Fund
- Invesco India ESG Integration Strategy Fund
- Nippon India Innovation Fund
- Invesco India Manufacturing Fund
- ICICI Prudential Housing Opportunities Fund
- 360 ONE Quant Fund
- HDFC Transportation and Logistics Fund
- Bandhan Transportation and Logistics Fund
- Invesco India Business Cycle Fund
- SBI Quant Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Nippon India Active Momentum Fund
- SBI Innovative Opportunities Fund
- SBI ESG Exclusionary Strategy Fund
- Kotak Active Momentum Fund
- Quant Business Cycle Fund
- Tata India Innovation Fund
- Bandhan Multi-Factor Fund
- ICICI Prudential Active Momentum Fund
- Franklin India Opportunities Fund
- ICICI Prudential Manufacturing Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Taurus Ethical Fund
- Quantum Ethical Fund
- NJ Momentum Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Conglomerate Fund
- ICICI Prudential Business Cycle Fund
- Kotak Special Opportunities Fund
- Kotak Transportation & Logistics Fund
- Mahindra Manulife Manufacturing Fund
- ICICI Prudential Equity Minimum Variance Fund
- HDFC Business Cycle Fund
- HDFC Innovation Fund
- Bandhan Innovation Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
Sandeep Tandon
Quant Mutual FundTotal assets under management
₹96.70L Crores
Date of incorporation
1 Dec 1995
Quant Business Cycle Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Quant Business Cycle Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Quant Business Cycle Fund has an AUM of ₹995.91 Cr as on 8/27/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.14%. The risk is Very High against the category average of 56.67.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Quant Business Cycle Fund.
Ans. The expense ratio of Quant Business Cycle Fund is 1.39%.