Quant Business Cycle Fund Regular Growth
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- Rating N.A.
- Plan
- 5D
- 1M
- 6M
- 1Y
- 5Y
- MAX
Key Metrics
- AUM (in Cr)1357.36
- CAGR 66.28%
- Exit Load1.00%
- Expense ratio2.09%
- CategoryEquity
- Min Investment5000
- Min SIP1000
- Launch Date2023-05-31
Asset Allocation
Holdings As On - 22 July 2024
- Name
- Value (Cr)
- Holding %
- Reliance Industries
- 132.17
- 9.74%
- HDFC Bank
- 131.51
- 9.69%
- Samvardhana Motherson International
- 104.68
- 7.71%
- Jio Financial Services
- 88.78
- 6.54%
- HFCL
- 88.77
- 6.54%
- Britannia Industries
- 72.28
- 5.32%
- Aurobindo Pharma
- 65.34
- 4.81%
- Tata Power
- 64.75
- 4.77%
- S.P. Apparels
- 61.86
- 4.56%
- Steel Authority Of India
- 52.40
- 3.86%
Peer Comparison
Risk & Volitility
- Alpha 0.00%
- Beta 0.00
- Sharpe Ratio0.00
- Std Deviation 0.00%
- Tracking Error 0.00%
About Fund
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.
The Quant Business Cycle Fund Regular Growth has an AUM of 1357.36 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.09%. The minimum investment in Quant Business Cycle Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 1000.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The top holdings of the fund include Reliance Industries, HDFC Bank, Samvardhana Motherson International & Jio Financial Services.
The major sectors where the fund is invested are Regional Banks, Oil & Gas Operations, Auto & Truck Parts & Communications Equipment.
Some of the similar funds are Invesco India PSU Equity Fund Growth, ICICI Prudential Exports and Services Fund Growth, Axis Innovation Fund Regular Growth, Baroda BNP Paribas Manufacturing Fund Regular Growth, Quant Business Cycle Fund Regular Growth. Quant Business Cycle Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
