Quant Business Cycle Fund - Growth Option - Regular Plan
Fund House: Quant Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 30-05-2023 |
| Asset Class: |
| Benchmark: NIFTY 500 TRI |
| TER: 2.06% As on (31-10-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,539.16 Cr As on 31-10-2024(Source:AMFI) |
| Turn over: - | Exit Load: 1% if redeemed within 15 days of allotment of units on all redemptions/switchouts including STP |
16.7048
-0.21 (-1.2428%)
41.36%
Benchmark: 12.6%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | |
| Sharpe Ratio | |
| Alpha | |
| Beta | |
| Yield to Maturity | |
| Average Maturity |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Quant Business Cycle Fund - Growth Option - Regular Plan | 30-05-2023 | 29.74 | - | - | - | - |
| HDFC Defence Fund - Growth Option | 05-06-2023 | 52.24 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 46.53 | 40.73 | 23.57 | 26.78 | 16.15 |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 39.78 | 30.24 | 20.71 | 22.06 | 13.79 |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 39.13 | - | - | - | - |
| Quant Momentum Fund - Growth Option - Regular Plan | 20-11-2023 | 38.15 | - | - | - | - |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 11-09-2023 | 37.77 | - | - | - | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 35.14 | - | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 33.8 | 29.44 | 14.43 | 23.67 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 33.01 | 25.0 | 18.48 | 21.94 | 14.18 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
34.92%
Others
12.03%
Large Cap
45.26%
Mid Cap
7.77%
