Quant Business Cycle Fund
NAV Growth: Rs 10.4573
NAV IDCW: Rs 10.4570
Suitable For Which Investors?
This is a fund that invests mainly in companies that adhere to the narrow investment mandate mentioned in its investment objective.
We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route.
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) 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.
2) 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.
3) Vasav Sahgal
Education: B.Com. and CFA
Experience: Prior to joining Quant Mutual Fund, he has worked with Eqestar capital as Equity Research Analyst.
4) 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) | 1,000 |
Min. No of Cheques | 6 |
Min. Balance (Rs) | — |
Lock-in Period | NA |
Exit Load | 0 |
Basic Details
Fund House | Quant Mutual Fund |
Launch Date | 30-May-23 |
Return Since Launch | 4.57% |
Benchmark | NIFTY 500 TRI |
Riskometer | Very High |
Type | Open-ended |
Assets | Rs — Cr |
(As on ) | |
Expense | 0.58% |
(As on 31-May-2023) | |
Risk Grade | — |
Return Grade | — |
Turnover | — |
Quant Business Cycle Fund Trailing Returns (%)
Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
Quant Business Cycle Dir | — | 0.72 | 4.46 | — | — | — | — | — | — | — |
S&P BSE 500 TRI | — | 0.95 | 4.28 | — | — | — | — | — | — | — |
Quant Business Cycle Fund Peer Comparison
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 (%) | |
ICICI Pru Ind Opp Dir | Unrated | 32.05 | 37.90 | — | 0.70 | 8,884 | 21.39 | 1.00 (365) | 4yrs 5mo | 47.00 |
ICICI Pru Business Cycle Dir | Unrated | 27.01 | — | — | 0.63 | 6,195 | 20.56 | 1.00 (30) | 2yrs 5mo | 54.00 |
HDFC Business Cycle Dir | Unrated | — | — | — | 0.56 | 2,565 | 10.07 | 1.00 (365) | 0yrs 7mo | — |
Sundaram Services Dir | Unrated | 27.44 | 31.85 | — | 0.80 | 2,520 | 21.05 | 1.00 (365) | 4yrs 9mo | 27.00 |
ICICI Pru Transportation and Logistics Dir | Unrated | — | — | — | 0.30 | 2,456 | 16.50 | 1.00 (30) | 0yrs 8mo | 44.00 |
Chanakya’s Mutual Fund Guidance For Quant Business Cycle Fund
Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years.
Apply Online: https://quantmutual.com/mutual-funds-india/funds
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