Quant Business Cycle Fund Direct Growth

Quant Business Cycle Fund Direct Growth

Equity
Thematic
Very High Risk
1M
6M
1Y
All
NAV: 09 Jan '26
₹16.13
Min. SIP amount
₹1,000
Fund size
₹1,051.84 Cr
Expense ratio
0.71%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹60,199
+0.33%

Holdings (34)

NameSectorInstrumentsAssets
Adani Green Energy Ltd.Capital GoodsEquity9.06%
JIO Financial Services Ltd.FinancialEquity8.59%
Samvardhana Motherson International Ltd.AutomobileEquity8.24%
Piramal Finance Ltd.FinancialEquity7.67%
HDFC Life Insurance Co Ltd.InsuranceEquity6.71%
Kotak Mahindra Bank Ltd.FinancialFutures6.64%
Aurobindo Pharma Ltd.HealthcareEquity6.55%
Bajaj Finserv Ltd.FinancialFutures5.45%
Tech Mahindra Ltd.TechnologyFutures5.07%
Zydus Wellness Ltd.Consumer StaplesEquity3.39%
Adani Enterprises Ltd.ServicesEquity3.37%
Tata Consultancy Services Ltd.TechnologyEquity3.08%
Wipro Ltd.TechnologyFutures3.06%
HDFC Asset Management Company Ltd.FinancialEquity2.88%
DLF Ltd.ConstructionEquity2.84%
Hindustan Petroleum Corporation Ltd.EnergyEquity2.47%
Aurobindo Pharma Ltd.HealthcareFutures2.38%
Brooks Laboratories Ltd.HealthcareEquity2.22%
Apollo Hospitals Enterprise Ltd.HealthcareFutures2.20%
Bajaj Auto Ltd.AutomobileFutures2.11%
ICICI Bank Ltd.FinancialEquity2.06%
HDFC Life Insurance Co Ltd.InsuranceFutures1.96%
ICICI Prudential Life Insurance Company Ltd.InsuranceFutures1.52%
Reserve Bank of IndiaFinancialT-Bills0.94%
Reserve Bank of IndiaFinancialT-Bills0.86%
Reserve Bank of IndiaFinancialT-Bills0.85%
Reserve Bank of IndiaFinancialT-Bills0.85%
Reserve Bank of IndiaFinancialT-Bills0.76%
Reserve Bank of IndiaFinancialT-Bills0.47%
Reserve Bank of IndiaFinancialT-Bills0.47%
Reserve Bank of IndiaFinancialT-Bills0.38%
Reserve Bank of IndiaFinancialT-Bills0.19%
Reserve Bank of IndiaFinancialT-Bills0.19%
Adani Enterprises Ltd. - (Partly Paid-up)ServicesPPE0.07%
See All

Minimum investments

Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹1,000

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+3.6%-2.3%-5.2%+65.2%
Category average (Equity Thematic)-----0.6%--
Rank (Equity Thematic)51414--

Exit load, stamp duty and tax

Exit load

Exit load of 1%, if redeemed within 15 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Fund management

LG
Lokesh Garg
Feb 2025 - Present
View details

Education
MBA IIM Ahmedabad, B.Tech IIT Roorkee, CFP Level III
Experience
Prior to joining Quant Mutual Fund, he was working with UBS, ICICI Bank in Treasury and Infosy, Kotak Institutional Equities

About Quant Business Cycle Fund Direct Growth

Quant Business Cycle Fund Direct Growth is a Equity Mutual Fund Scheme launched by Quant Mutual Fund. This scheme was made available to investors on 15 Apr 1996. Sanjeev Sharma is the Current Fund Manager of Quant Business Cycle Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹96,342 Cr and the Latest NAV as of 09 Jan 2026 is ₹16.13. The Quant Business Cycle Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹1,000. Minimum Lumpsum Investment is ₹5,000. Exit load of 1%, if redeemed within 15 days. ;

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 benchmarkNIFTY 500 Total Return Index

Fund house

Rank (total assets)#34 in India
Total AUM₹96,342.12 Cr
Date of Incorporation15 Apr 1996
Phone022-62955000
E-mailNA
Launch Date15 Apr 1996
Address6th Floor, Sea Breeze Building,Appa Saheb Marathe Marg,Prabhadevi, Mumbai 400025
CustodianHDFC Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,