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Mutual Funds

Quant Business Cycle Fund

Quant Business Cycle Fund icon

Quant Business Cycle Fund

Thematic-Business CycleRank #4
Not Rated

NAV (2026-08-28)

16.66

AUM

₹995.91 Cr

Exp. Ratio: 3%

RISK LEVEL

Very High

Returns & Performance

1 Year10.25%2.68% vs cat avgRank #3
3 Year13.29%1.80% vs cat avgRank #5
5 Year----
Since Launch17.01%4.59% vs cat avg

Fund vs Category Average

1Y
10.25%+2.68%
3Y
13.29%-1.80%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
No lock-in period
Top-5 ranked in category for 1Y (#3)
Overall top-10 rank in category (#4)
Outperforms category avg since launch

Cons

3Y returns below category average
Higher expense ratio (3%)
ISININF966L01BU6
NAV₹16.66
NAV Date2026-08-28
AUM₹995.91 Cr
Expense Ratio3%
RiskVery High
RatingNot Rated / 5
Min SIP Amount₹1000
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1996-04-15

INVESTMENT OBJECTIVE

The scheme seeks 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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Jignesh Shah

Graduate - Sydenham College of Commerce and Economics, Mumbai, CFA - ICFAI

Prior to joining the Quant MF, he was associated with Nippon Life AMC. He subsequently held senior portfolio management positions at leading asset management firms including ICICI Prudential AMC and Aditya Birla Sun Life AMC.

Top Holdings

CompanySectorAsset Value (Cr)Asset %
ITC Ltd.Consumer Staples₹114.399.83
Piramal Finance Ltd.Financial₹95.689.61
Adani Green Energy Ltd.Capital Goods₹91.299.17
Aurobindo Pharma Ltd.Healthcare₹91.249.16
HDFC Bank Ltd.Financial₹75.929.10
JIO Financial Services Ltd.Financial₹90.308.59
Indus Towers Ltd.Communication₹84.778.51
Tech Mahindra Ltd.Technology₹70.057.03
HDFC Life Insurance Co Ltd.Insurance₹69.956.89
HFCL Ltd.Communication₹69.556.16

Frequently Asked Questions

Common questions about this fund, answered from scheme data

The latest Net Asset Value (NAV) of Quant Business Cycle Fund is ₹16.66 as of 2026-08-28.

The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.