April 30, 2026
RA Jainee
Quant Business Cycle Fund
| Fund at a Glance | |
| NAV Growth (Rs.) | 16.32 |
| NAV Bonus (Rs.) | — |
| NAV IDCW (Rs.) | 16.31 |
| Min. Investment (Rs.) | 5,000 |
| Min. SIP Investment (Rs.) | 1,000 |
| Min. No of Cheques | 6 |
| Benchmark | NIFTY 500 TRI |
| AUM Rs. | 834 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.75% |
| 1 Year Return (%) | 2.29 |
| 3 Year Return (%) | — |
| 5 Year Return (%) | — |
| 10 Year Return (%) | — |
| Return Since Launch | 18.38% |
⚖️ Sahifund Review – Quant Business Cycle Fund ✔
PLUS:
• Strong since-launch return (~18.38%) showcasing aggressive alpha potential
• Top performer in short-term periods (ranked among top 2 in multiple timeframes)
• Unique business cycle strategy aiming to capture sector rotation opportunities
• Concentrated portfolio allows high-conviction bets for potential outperformance
• Backed by the dynamic investing style of Quant Mutual Fund
• Suitable for SIP investors seeking high-risk, high-return thematic exposure
• Active allocation across sectors enables capturing market inflection points
• Strong momentum-driven performance in favorable market phases
MINUS:
• Extremely high turnover (~206%) indicating aggressive and frequent churn
• Weak 1-year return (~2.29%) compared to category leaders
• Highly concentrated portfolio (Top 10 ~75%) increases risk significantly
• Sector concentration (~70%) exposes investors to cyclical downturns
• Very short track record (launched 2023) – no full cycle validation
• High volatility due to tactical and momentum-based strategy
• Underperformance vs peers like ICICI Pru & Kotak in consistency
• Complex strategy may not suit conservative investors
Sahifund View (Decisive Line):
A high-risk, high-reward tactical fund with strong alpha potential, but due to extreme volatility and aggressive strategy, best suited only for small SIP allocation—not core portfolio investing.
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| NFO Guidance |
What lies ahead? Below we decode returns consistency, portfolio concentration, peer positioning and risk profile in detail.
Suitable For Which Investors?
Business Cycle funds are suitable for investors:
1. Seeking exposure in a diversified set of stocks with a focus on riding business cycles for high returns
2. Aiming for long term wealth creation
3. With a 5+ year investment horizon
4. Who are at ease with the market’s ups and downs
Note:
• Invest only through SIP
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) 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) Varun Pattani
Education: Mr. Pattani is an ACA
Experience: Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.
Fund Manager:
4) Yug Tibrewal
Education: B.M.S, CFA L1
Experience: Yug is an investment professional with over 2 years of experience in dealing related activities
5) 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.
6) Jignesh Shah
Education: Graduate – Sydenham College of Commerce and Economics, Mumbai, CFA – ICFAI
Experience: 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.
7) 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.
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 | 18.38% |
| Benchmark | NIFTY 500 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | 834 Cr |
| (As on 31-Mar-2026) | |
| Expense | 0.75% |
| (As on 31-Mar-2026) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | — |
Quant Business Cycle Fund Returns
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quant Business Cycle Dir | 0.34 | -0.21 | 13.21 | 7.77 | 1.36 | 2.29 | — | — | — | — |
| BSE 500 TRI | -5.46 | -1.05 | 7.12 | -0.60 | -4.62 | 2.46 | — | — | — | — |
| Equity: Thematic-Business Cycle | -3.13 | -0.88 | 8.74 | 2.24 | -3.60 | 4.45 | — | — | — | — |
| Rank within category | 2 | 1 | 1 | 2 | 1 | 15 | — | — | — | — |
| Number of funds in category | 18 | 19 | 19 | 18 | 18 | 18 | 8 | 2 | 1 | 1 |
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 | 2.29 | — | — | 0.75 | 834 | 18.38 | 1.00 (15) | 2Y 10M | 206.00 |
| ICICI Pru Business Cycle Dir | Unrated | 6.72 | 21.93 | 20.04 | 0.75 | 14,359 | 19.81 | 1.00 (30) | 5Y 3M | 32.00 |
| Kotak Business Cycle Dir | Unrated | 7.34 | 19.21 | — | 0.63 | 2,741 | 15.63 | 0.50 (90) | 3Y 6M | 23.10 |
| Tata Business Cycle Dir | Unrated | 2.31 | 19.00 | — | 0.59 | 2,366 | 15.58 | 0.50 (30) | 4Y 8M | 56.21 |
| HDFC Business Cycle Dir | Unrated | 2.97 | 13.88 | — | 1.10 | 2,334 | 11.96 | 1.00 (365) | 3Y 4M | 59.31 |
Quant Business Cycle Fund Portfolio
| No. of Stocks | 21 |
| Top 10 Stocks | 74.80% |
| Top 5 Stocks | 47.23% |
| Top 3 Sectors | 70.10% |
| Portfolio P/B Ratio | 2.87 |
| Portfolio P/E Ratio | 28.88 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 91,332 | 1,17,708 |
| Giant (%) | — | — |
| Large (%) | 56.32 | 53.03 |
| Mid (%) | 36.03 | 25.08 |
| Small (%) | 7.65 | 21.89 |
| Tiny (%) | — | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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