quant Business Cycle Fund - Growth Option - Regular Plan
Category: Equity: Thematic-Others
Launch Date: 30-05-2023
AUM:
₹ 1,276.85 Cr
Expense Ratio
2.1%
Benchmark
NIFTY 500 TRI
ISIN
INF966L01BU6
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
Fund Manager
Sanjeev Sharma, Vasav Sahgal, Sandeep Tandon, Ankit A Pande
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| quant Business Cycle Fund - Growth Option - Regular Plan | 69.9 | - | - |
| NIFTY 500 TRI | 39.49 | 19.14 | 19.39 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
17.0438
Last change
0.14 (0.8144%)
Fund Size (AUM)
₹ 1,276.85 Cr
Performance
66.73% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Sanjeev Sharma, Vasav Sahgal, Sandeep Tandon, Ankit A Pande
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Others | 10.05 |
| Reliance Industries Ltd. | 9.5 |
| Adani Power Ltd. | 8.13 |
| JIO Financial Services Ltd. | 6.68 |
| HDFC Bank Ltd.% 27/06/2024 | 6.63 |
| Asian Paints Ltd.% 27/06/2024 | 5.79 |
| Britannia Industries Ltd. | 5.35 |
| HFCL Ltd. | 5.15 |
| Tata Power Company Ltd. | 5.03 |
| Steel Authority Of India Ltd. | 4.38 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Energy | 22.66 |
| Financial | 21.9 |
| Services | 11.96 |
| Consumer Staples | 9.86 |
| Healthcare | 8.43 |
| Insurance | 6.18 |
| Materials | 5.79 |
| Communication | 5.15 |
| Metals & Mining | 4.38 |
| Textiles | 3.77 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| quant Business Cycle Fund Reg Gr | 0.0 |
| HDFC Defence Fund Gr | 0.0 |
| Franklin India Opportunities Gr | 25.95 |
| HDFC Housing Opportunities Reg Gr | 19.72 |
| ICICI Prudential Innovation Fund Gr | 0.0 |
| HSBC Business Cycles Fund Reg Gr | 21.02 |
| Tata Business Cycle Fund Reg Gr | 0.0 |
| ICICI Pru Business Cycle Fund Gr | 0.0 |
| Taurus Ethical Fund Reg Gr | 20.19 |
| ICICI Pru India Opportunities Cum | 24.44 |