August 1, 2025
mayank
Quant Business Cycle Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 16.4362
NAV IDCW: Rs 16.4253
Suitable For Which Investors?
Such thematic funds are avoidable for most investors because:
• They have a narrow investment focus
• Instead, diversified equity funds which invest across sectors/themes are better
If you still choose to invest:
1. Invest only through SIP
2. Have a 7+ year investment horizon
3. Be prepared to withstand interim sharp declines in investment value
Fund’s Investment Strategy:
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.
Fund Manager:
1) 1) Ayusha Kumbhat
Education: CFA Level III, BSc (Hons) in Economics, MSc in Behavioural & Experimental Economics
Experience: She is working with Quant Mutual fund as Research Analyst for the past 15 months, specializing in investment research.
2) Sameer Kate
Education: Bachelor of Computer Science, MBA from IME Pune.
Experience: Prior to joining Quant Mutual Fund, he was working with Investec Capital and Kotak Securities,
3) Sandeep Tandon
Education: Mr. Tandon has done MBA (Finance)
Experience: Prior to joining Quant Mutual Fund, he has worked with ICICI Securities as Vice President, The Economic Times and IDBI AMC.
4) Varun Pattani
Education: Mr. Pattani is an ACA
Experience: Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.
5) Yug Tibrewal
Education: B.M.S, CFA L1
Experience: Yug is an investment professional with over 2 years of experience in dealing related activities
6) Ankit A Pande
Education: Mr. Pande has done CFA and MBA
Experience: Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.
7) Lokesh Garg
Education: MBA IIM Ahmedabad, B.Tech IIT Roorkee, CFP Level III
Experience: Prior to joining Quant Mutual Fund, he was working with UBS, ICICI Bank in Treasury and Infosy, Kotak Institutional Equities
8) Sanjeev Sharma
Education: Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
Experience: He has total work experience of 17 years including 13 years of experience in the financial market. He specializes in identifying crucial inflexion points in securities.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 15 days |
Basic Details of Quant Business Cycle Fund
| Fund House | Quant Mutual Fund |
| Launch Date | 30-May-23 |
| Return Since Launch | 25.70% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 1,339 Cr |
| (As on 30-Jun-2025) | |
| Expense | 0.59% |
| (As on 31-Jul-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Trailing Returns (%) of Quant Business Cycle Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quant Business Cycle Dir | -4.03 | -0.77 | -3.31 | 4.25 | 0.59 | -13.09 | — | — | — | — |
| BSE 500 TRI | 3.03 | -0.51 | -2.71 | 4.44 | 6.69 | -2.08 | — | — | — | — |
Peer Comparison of Quant Business Cycle Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Quant Business Cycle Dir | Unrated | -13.09 | — | — | 0.59 | 1,339 | 25.70 | 1.00 (15) | 2Y 2M | 206.00 |
| ICICI Pru India Opportunities Dir | Unrated | 4.80 | 25.84 | 32.66 | 0.63 | 29,463 | 22.94 | 1.00 (365) | 6Y 6M | 67.00 |
| ICICI Pru Business Cycle Dir | Unrated | 5.42 | 24.21 | — | 0.72 | 13,470 | 23.11 | 1.00 (30) | 4Y 6M | 27.00 |
| HDFC Manufacturing Dir | Unrated | -2.88 | — | — | 0.73 | 12,170 | 7.65 | 1.00 (30) | 1Y 2M | 26.19 |
| SBI Innovative Opportunities Dir | Unrated | — | — | — | 0.64 | 7,562 | -3.35 | 1.00 (365) | 11M | 58.00 |
Portfolio Analysis of Quant Business Cycle Fund
| No. of Stocks | 31 |
| Top 10 Stocks | 58.73% |
| Top 5 Stocks | 35.94% |
| Top 3 Sectors | 50.30% |
| Portfolio P/B Ratio | 2.51 |
| Portfolio P/E Ratio | 22.19 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 71,246 | 1,28,220 |
| Giant (%) | 45.56 | 41.67 |
| Large (%) | 10.45 | 23.86 |
| Mid (%) | 14.81 | 27.80 |
| Small (%) | 25.42 | 10.59 |
| Tiny (%) | 3.75 | 0.90 |
Chanakya’s Mutual Fund Guidance For Quant Business Cycle Fund
WILL Post Soon
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Apply Online: https://invest.quantmutualfund.com/
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
Quicklinks