quant Business Cycle Fund - Growth Option - Regular Plan
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 70% of historical 3-year rolling periods.
- Downside capture of 126% indicates larger drops during broader market downturns.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +4.55% | +6.32% | -1.77% |
| 3 Months | -1.81% | -0.20% | -1.61% |
| 6 Months | +1.51% | +5.98% | -4.47% |
| 1 Year | +3.78% | +3.90% | -0.12% |
| 3 Years CAGR | +9.36% | +13.23% | -3.87% |
| Since Inception | +15.30% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in quant Business Cycle Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +4.67% | +4.03% | +0.64% |
| 2025 | -6.48% | +1.43% | -7.91% |
| 2024 | +19.17% | +20.41% | -1.24% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -20.94% | +10.55% | +1.73% | +71.77% | 57.8% | 47.7% |
| 3-Year Rolling | +8.22% | +13.09% | +13.05% | +18.37% | 100.0% | 69.9% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2024-09-27 | 2026-03-31 | -30.9% | 18 months | Not yet recovered |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and equity related instruments including equity ETFs selected on the basis of business cycle (including units issued by REITs) :- 80-100% | Per Scheme Mandate |
| Other equity and equity related instruments including equity | Per Scheme Mandate |
| ETFs(including units issued by REITs):- 0-20% | Per Scheme Mandate |
| Debt and money market instruments including debt ETFs & Gold & Silver ETFs:- 0-20% Foreign securities including ADRs / GDRs / Foreign equity and debt securities:- 0-20% Units issued by InvITs:- 0-10% | Per Scheme Mandate |
Investment Objective & Strategy
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. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The scheme does not assure or guarantee any returns.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 938 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Sectoral / Thematic schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Sectoral / Thematic Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| UTI MNC Fund | 4.1 | +8.51% | 2.16% | 93.1% | Rs 2,699 cr | Compare → |
| Sundaram Consumption Fund Formerly Known as Sundaram Rural and Consumption Fund | 3.1 | +8.50% | 2.52% | 115.0% | Rs 1,497 cr | Compare → |
| Mahindra Manulife Consumption Fund | 3.4 | +8.93% | 2.69% | 109.7% | Rs 475 cr | Compare → |
| QUANTUM ESG BEST IN CLASS STRATEGY FUND | 4.0 | +8.02% | 2.25% | 106.9% | Rs 89.8 cr | Compare → |
| Tata Business Cycle Fund | 5.3 | +9.38% | 2.17% | 107.4% | Rs 2,458 cr | Compare → |
Frequently Asked Questions about quant Business Cycle Fund
What is the expense ratio of quant Business Cycle Fund?
The expense ratio for quant Business Cycle Fund is currently not reported.
Who manages quant Business Cycle Fund?
quant Business Cycle Fund is managed by Sandeep Tandon (tenure: 3.5 years since 2023-05-30).
What are the historical returns of quant Business Cycle Fund?
quant Business Cycle Fund delivered a 3-year CAGR of 9.36%. Its 1-year return stands at +3.78%.
How large is quant Business Cycle Fund?
quant Business Cycle Fund manages assets of Rs 938 cr, placing it in the 'comfortable' size band relative to Sectoral / Thematic peers.
How is quant Business Cycle Fund scored on MFIQ?
quant Business Cycle Fund holds an MFIQ Score of 2.9/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is quant Business Cycle Fund?
quant Business Cycle Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 18.03% with a maximum historical drawdown of -30.87%.