Quant Business Cycle Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is TREPS with a portfolio weight of 21.36% .
The fund currently owns more than 30 stocks.
The top 10 holdings account for 90.29% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.70% | -0.11% |
| 2 Year Return | 41.76% | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.61% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
21.36%
|
||
| 2 | Non-Banking Financial Company (NBFC) |
9.61%
|
|
| 3 |
9.26%
|
||
| 4 | Utilities |
9.17%
|
|
| 5 | Health Care |
9.16%
|
|
| 6 | Communication Services |
8.51%
|
|
| 7 | Information Technology |
7.03%
|
|
| 8 |
6.52%
|
||
| 9 | Industrials |
4.94%
|
|
| 10 | Materials |
4.72%
|
|
| 11 | Electric Equipment - General |
4.64%
|
|
| 12 | Food Processing & Packaging |
4.47%
|
AMC: QUANT
Category: Equity • Sectoral/Thematic
Launch Date: 12 May 2023
Fund Manager: Mr. Sandeep Tandon
Minimum Purchase: ₹5,000
Exit Load: For redemptions / switch outs (including SIP/STP) within 15 days from the date of allotment of units, irrespective of the amount of investment: 1%. If units are redeemed or switched out on or after 15 days from the date of allotment of units, irrespective of the amount of investment : Nil.
Lock-in: 1
Risk: Moderate Risk
Quant Business Cycle Fund - Direct Plan is managed by QUANT and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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