Quant Business Cycle Fund Direct-IDCW

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.14%
NAV: ₹17.18 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Quant Business Cycle Fund Direct-IDCW

  • ₹929.9 Cr
    AUM
  • ₹17.18
    NAV
  • 1.43%
    Expense Ratio
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹

Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Quant Business Cycle Fund Direct-IDCW Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -2.14% NA NA
6 Months 3.67% NA NA
1 Year 6.02% 6.02% NA
2 Years -5.07% -2.57% NA
3 Years 40.36% 11.97% NA
View More
As on Thu Nov 05, 2026

Asset Allocation of Quant Business Cycle Fund Direct-IDCW

equities

99.54%

debt instruments

6.66%
Large Cap: 44.32%
Mid Cap: 48.58%
Small Cap: 7.09%
Other: 0.00%
Top Holdings
Repo
22.75%
Repo
23.82%
Repo
23.82%
Repo
23.82%
Repo
23.82%
 
Top Sectors
Unspecified
385.56%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now

About Fund

About Quant Business Cycle Fund Direct-IDCW

Launched on 30 May 2023, the fund aims Capital appreciation over long term. An equity scheme that invests predominantly in Indian markets with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles. It manages assets worth ₹929.9 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.43%.
The portfolio allocation consists of 99.54% in equities, 6.66% in debt instruments.Managed by Ankit A Pande, it has delivered a return of 6.02% in the last year, a total return since inception of 17.06%.
Considering individual goals individuals may review best sip as part of the overall investment planning.

Read more
  • Sameer Kate

    Fund Manager

  • Bachelor of Computer Science, MBA from IME Pune.

    Manager Education

  • Yug Tibrewal

    Fund Manager

  • B.M.S, CFA L1

    Manager Education

  • Varun Pattani

    Fund Manager

  • Mr. Pattani is an ACA

    Manager Education

  • Ayusha Kumbhat

    Fund Manager

  • CFA Level III, BSc (Hons) in Economics, MSc in Behavioural & Experimental Economics

    Manager Education

  • Lokesh Garg

    Fund Manager

  • MBA IIM Ahmedabad, B.Tech IIT Roorkee, CFP Level III

    Manager Education

  • Sanjeev Sharma

    Fund Manager

  • Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.

    Manager Education

  • Sandeep Tandon

    Fund Manager

  • Mr. Tandon has done MBA (Finance)

    Manager Education

  • Ankit A Pande

    Fund Manager

  • Mr. Pande has done CFA and MBA

    Manager Education

Key Metrics of Quant Business Cycle Fund Direct-IDCW

  • Standard Deviation
    20.83%
  • Mean
    12.19%
  • Sharpe Ratio
    0.32%
  • Alpha
    0.38%
  • Beta
    1.22%
  • Sortino Ratio
    0.49%

Quant Business Cycle Fund Direct-IDCW Fund Details

Fund Names Quant Business Cycle Fund Direct-IDCW
Inception Date 30 May 2023
Lock In No Lock-in
SIP Minimum Investment amount ₹1000
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹1000
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Quant Business Cycle Fund Direct-IDCW Fund Returns Comparison

Compare Quant Business Cycle Fund Direct-IDCW with other mutual funds in the same category

Quant Business Cycle Fund Direct-IDCW

ICICI Prudential Business Cycle Fund Direct-Growth

ICICI Prudential Business Cycle Fund Direct-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹14,889 6.00% -1.97% -1.94% 16.03% 14.65%
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹14,889 6.00% -1.97% -1.94% 16.03% 14.65%
HSBC Business Cycles Fund Direct-Growth trend ₹1,179 1.14% -1.23% 1.58% 16.60% 14.14%
HSBC Business Cycles Fund Direct-IDCW trend ₹1,179 1.14% -1.23% 1.58% 16.60% 14.14%
ICICI Prudential Business Cycle Fund-Growth trend ₹14,889 5.94% -2.18% -2.80% 14.92% 13.42%
ICICI Prudential Business Cycle Fund-IDCW trend ₹14,889 5.94% -2.18% -2.80% 14.92% 13.42%
Tata Business Cycle Fund Direct-Growth trend ₹2,416 1.91% -5.61% -3.86% 10.76% 12.89%
Tata Business Cycle Fund Direct-IDCW trend ₹2,416 1.91% -5.61% -3.86% 10.76% 12.89%
HSBC Business Cycles Fund Regular-Growth trend ₹1,179 1.04% -1.53% 0.37% 15.29% 12.89%
HSBC Business Cycles Fund Regular-IDCW trend ₹1,179 1.04% -1.53% 0.37% 15.29% 12.89%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Quant Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Quant Business Cycle Fund Direct-Growth increase ₹930 3.70% -2.14% 3.67% 6.02% 11.97%
Quant Business Cycle Fund Regular-Growth increase ₹930 3.57% -2.52% 2.86% 4.41% 10.26%
Quant Business Cycle Fund Regular-IDCW increase ₹930 3.57% -2.52% 2.86% 4.41% 10.26%
increase growth is based on 1-month returns of the funds

Quant Business Cycle Fund Direct-IDCW Calculator

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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential Business Cycle Fund-Growth trend ₹14,889 ₹24.63 14.92% 13.42% -
ICICI Prudential Business Cycle Fund Direct-Growth trend ₹14,889 ₹26.32 16.03% 14.65% -
ICICI Prudential Business Cycle Fund-IDCW trend ₹14,889 ₹17.61 14.92% 13.42% -
ICICI Prudential Business Cycle Fund Direct-IDCW trend ₹14,889 ₹19.16 16.03% 14.65% -
Kotak Business Cycle Fund Direct-Growth trend ₹3,414 ₹18.65 17.77% - -
Kotak Business Cycle Fund Regular-Growth trend ₹3,414 ₹17.55 16.14% - -
Kotak Business Cycle Fund Regular-IDCW trend ₹3,414 ₹16.31 16.14% - -
Kotak Business Cycle Fund Direct-IDCW trend ₹3,414 ₹17.34 17.77% - -
HDFC Business Cycle Fund Regular-Growth trend ₹2,646 ₹15.25 10.85% - -
HDFC Business Cycle Fund Direct-Growth trend ₹2,646 ₹15.99 12.09% - -
View More
Top funds are based on Fund AUM

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Quant Business Cycle Fund Direct-IDCW Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified22.75%₹239.32 Cr
RepoUnspecified23.82%₹234.54 Cr
RepoUnspecified23.82%₹234.54 Cr
RepoUnspecified23.82%₹234.54 Cr
RepoUnspecified23.82%₹234.54 Cr
RepoUnspecified23.82%₹234.54 Cr
RepoUnspecified20.09%₹226.83 Cr
Others Fixed DepositsUnspecified22.92%₹225.51 Cr
RepoUnspecified23.09%₹214.76 Cr
RepoUnspecified23.09%₹214.76 Cr
RepoUnspecified17.12%₹197.65 Cr
RepoUnspecified17.12%₹197.65 Cr
RepoUnspecified17.18%₹196.69 Cr
RepoUnspecified19.01%₹193.43 Cr
Others Fixed DepositsUnspecified18.46%₹178.82 Cr
RepoUnspecified17.93%₹172.93 Cr
RepoUnspecified11.93%₹121.12 Cr
RepoUnspecified11.93%₹121.12 Cr
RepoUnspecified11.93%₹121.12 Cr
RepoUnspecified11.93%₹121.12 Cr
View More

Top Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
ICICI Prudential Business Cycle Fund Direct-Growth increase ₹26.32 16.03% 14.65% -
ICICI Prudential Business Cycle Fund Direct-IDCW increase ₹19.16 16.03% 14.65% -
HSBC Business Cycles Fund Direct-Growth increase ₹48.14 16.60% 14.14% -
HSBC Business Cycles Fund Direct-IDCW increase ₹25.52 16.60% 14.14% -
ICICI Prudential Business Cycle Fund-Growth increase ₹24.63 14.92% 13.42% -
ICICI Prudential Business Cycle Fund-IDCW increase ₹17.61 14.92% 13.42% -
Tata Business Cycle Fund Direct-Growth increase ₹19.76 10.76% 12.89% -
Tata Business Cycle Fund Direct-IDCW increase ₹19.76 10.76% 12.89% -
HSBC Business Cycles Fund Regular-Growth increase ₹43.07 15.29% 12.89% -
HSBC Business Cycles Fund Regular-IDCW increase ₹22.84 15.29% 12.89% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Quant Business Cycle Fund Direct-IDCW

What is the current AUM of Quant Business Cycle Fund Direct-IDCW?

As of Wed Sep 30, 2026, Quant Business Cycle Fund Direct-IDCW manages assets worth ₹929.9 crore

How has Quant Business Cycle Fund Direct-IDCW performed recently?

  • 3 Months: -2.14%
  • 6 Months: 3.67%

What is the long-term performance of Quant Business Cycle Fund Direct-IDCW?

  • 3 Years CAGR: 11.97%
  • Since Inception: 17.06%

What is the portfolio composition of Quant Business Cycle Fund Direct-IDCW?

Equity: 99.54%, Debt: 6.66%, Others: -6.20%.

Who manages Quant Business Cycle Fund Direct-IDCW?

Quant Business Cycle Fund Direct-IDCW is managed by Ankit A Pande from Quant Mutual Fund.

What is the market-cap allocation of Quant Business Cycle Fund Direct-IDCW?

Large Cap: 44.32%, Mid Cap: 48.58%, Small Cap: 7.09%.

Which are the top companies Quant Business Cycle Fund Direct-IDCW has invested in?

  • Repo – 22.75% of the fund's portfolio
  • Repo – 23.82% of the fund's portfolio
  • Repo – 23.82% of the fund's portfolio
  • Repo – 23.82% of the fund's portfolio
  • Repo – 23.82% of the fund's portfolio

Which are the major sectors Quant Business Cycle Fund Direct-IDCW focuses on?

  • Unspecified – 385.56% of the fund's portfolio
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