Quant Business Cycle Fund Direct Growth

Fund Overview

Fund Size

₹985 Cr

Expense Ratio

1.44%

ISIN

INF966L01BR2

Minimum SIP

₹1,000

Exit Load

1.00%

Inception Date

31 May 2023

About this fund

Quant Business Cycle Fund Direct Growth is a Equity - Other mutual fund schemes offered by Quant Mutual Fund. This fund has been in existence for 3 years, 4 months and 13 days, having been launched on 31-May-23.
As of 12-Oct-26, it has a Net Asset Value (NAV) of ₹16.42, Assets Under Management (AUM) of 984.65 Crores, and an expense ratio of 1.44%.

Quant Business Cycle Fund Direct Growth has given a CAGR return of 15.83% since inception.
The fund's asset allocation comprises around 99.54% in equities, 0.00% in debts, and 0.46% in cash & cash equivalents.
You can start investing in Quant Business Cycle Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+1.65%

— (Cat Avg.)

3 Years

+9.94%

— (Cat Avg.)

Since Inception

+15.83%

— (Cat Avg.)

Portfolio Summaryas of 31st August 2026

Equity	₹980.09 Cr	99.54%
Others	₹4.56 Cr	0.46%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
Nca-Net Current Assets	Cash	₹-295.6 Cr	30.02%
Treps 01-Sep-2026 Depo 10	Cash - Repurchase Agreement	₹234.54 Cr	23.82%
Piramal Finance Ltd	Equity	₹107.08 Cr	10.87%
Aurobindo Pharma Ltd	Equity	₹99.14 Cr	10.07%
Future on Reliance Industries Ltd	Equity - Future	₹91.21 Cr	9.26%
Indus Towers Ltd Ordinary Shares	Equity	₹84.27 Cr	8.56%
Adani Green Energy Ltd	Equity	₹80.2 Cr	8.14%
Future on Infosys Ltd	Equity - Future	₹67.54 Cr	6.86%
Future on Kotak Mahindra Bank Ltd	Equity - Future	₹66.74 Cr	6.78%
Samvardhana Motherson International Ltd	Equity	₹47.15 Cr	4.79%
Premier Energies Ltd	Equity	₹46.88 Cr	4.76%
Adani Enterprises Ltd	Equity	₹46.75 Cr	4.75%
Lloyds Metals & Energy Ltd	Equity	₹41.23 Cr	4.19%
Tata Chemicals Ltd	Equity	₹38.03 Cr	3.86%
Zydus Wellness Ltd	Equity	₹35.61 Cr	3.62%
Future on State Bank of India	Equity - Future	₹32.86 Cr	3.34%
LG Electronics India Ltd	Equity	₹31.56 Cr	3.20%
Future on LTM Ltd	Equity - Future	₹22.73 Cr	2.31%
Future on Tata Consultancy Services Ltd	Equity - Future	₹21.72 Cr	2.21%
Brooks Laboratories Ltd	Equity	₹19.4 Cr	1.97%
India (Republic of)	Bond - Short-term Government Bills	₹7.98 Cr	0.81%
India (Republic of)	Bond - Short-term Government Bills	₹7.97 Cr	0.81%
India (Republic of)	Bond - Short-term Government Bills	₹7.94 Cr	0.81%
India (Republic of)	Bond - Short-term Government Bills	₹7.43 Cr	0.75%
India (Republic of)	Bond - Short-term Government Bills	₹7.41 Cr	0.75%
India (Republic of)	Bond - Short-term Government Bills	₹7 Cr	0.71%
India (Republic of)	Bond - Short-term Government Bills	₹6.99 Cr	0.71%
India (Republic of)	Bond - Short-term Government Bills	₹6.92 Cr	0.70%
India (Republic of)	Bond - Short-term Government Bills	₹5.96 Cr	0.61%

Allocation By Market Cap (Equity)

Allocation By Credit Quality (Debt)

AAA

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Healthcare	₹118.54 Cr	12.04%
Financial Services	₹107.08 Cr	10.87%
Communication Services	₹84.27 Cr	8.56%
Utilities	₹80.2 Cr	8.14%
Basic Materials	₹79.26 Cr	8.05%
Technology	₹78.43 Cr	7.97%
Consumer Cyclical	₹47.15 Cr	4.79%
Energy	₹46.75 Cr	4.75%
Consumer Defensive	₹35.61 Cr	3.62%

Risk & Performance Ratios

Fund Managers

Jignesh Shah

Since February 2026

Sanjeev Sharma

Since May 2023

Ankit A. Pande

Since May 2023

Sandeep Tandon

Since May 2023

Varun Pattani

Since February 2025

Sameer Kate

Since March 2025

Ayusha Kumbhat

Since February 2025

Yug Tibrewal

Since March 2025

Additional Scheme Detailsas of 31st August 2026

ISIN

INF966L01BR2

Expense Ratio

1.44%

Exit Load

1.00%

Fund Size

₹985 Cr

Age

3 years 4 months

Lumpsum Minimum

₹5,000

Fund Status

Open Ended Investment Company

Benchmark

Nifty 500 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Equity - Other Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Invesco India Nifty India Defence Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Invesco India Nifty India Defence Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Motilal Oswal Quality Fund Regular Growth Very High Risk	-	1.0%	-	-
Motilal Oswal Quality Fund Direct Growth Very High Risk	-	1.0%	-	-
JioBlackRock Sector Rotation Fund Regular Growth Very High Risk	1.9%	0.0%	₹166.92 Cr	-
SageOne India Growth GIFT Fund Regular Growth Very High Risk	-	-	₹3.11 Cr	2.0%
Motilal Oswal Nifty Metal ETF Very High Risk	0.4%	-	₹1.65 Cr	-
SBI Nifty Midcap 150 Momentum 50 ETF FOF Direct Growth Very High Risk	0.1%	1.0%	₹117.20 Cr	-
SBI Nifty Midcap 150 Momentum 50 ETF FOF Regular Growth Very High Risk	0.6%	1.0%	₹117.20 Cr	-
Groww Nifty Cements ETF Very High Risk	-	-	-	-
Baroda BNP Paribas Services Fund Regular Growth Very High Risk	2.4%	1.0%	₹622.69 Cr	-
Baroda BNP Paribas Services Fund Direct Growth Very High Risk	0.5%	1.0%	₹622.69 Cr	-
HDFC Nifty Metal ETF Very High Risk	9.5%	-	₹122.49 Cr	-
DSP Nifty Midcap 150 Quality 50 ETF Very High Risk	0.5%	-	₹100.81 Cr	-6.0%
NJ Momentum Fund Direct Growth Very High Risk	2.6%	0.0%	₹342.68 Cr	-
NJ Momentum Fund Regular Growth Very High Risk	4.4%	0.0%	₹342.68 Cr	-
Groww Nifty Smallcap 250 Momentum Quality 100 ETF Very High Risk	2.2%	-	₹7.38 Cr	-
360 ONE MSCI India ETF Very High Risk	0.5%	-	₹6.71 Cr	-
Motilal Oswal BSE Select IPO ETF Very High Risk	0.7%	-	₹6.38 Cr	-
SBI Nifty Midcap 150 Momentum 50 ETF Very High Risk	0.7%	-	₹130.94 Cr	-
Aditya Birla Sun Life MSCI India ETF Very High Risk	0.2%	-	₹11.21 Cr	-
ITI Business Cycle Fund Regular Growth Very High Risk	3.5%	0.0%	₹116.38 Cr	-
ITI Business Cycle Fund Direct Growth Very High Risk	1.8%	0.0%	₹116.38 Cr	-
Mirae Asset BSE India Defence ETF Very High Risk	0.7%	-	₹175.19 Cr	-
Kotak Services Fund Regular Growth Very High Risk	2.6%	0.0%	₹756.53 Cr	-
Kotak Services Fund Direct Growth Very High Risk	1.3%	0.0%	₹756.53 Cr	-
SBI Quality Fund Direct Growth Very High Risk	1.3%	1.0%	₹2658.53 Cr	-
Mirae Asset BSE India Defence ETF FOF Direct Growth Very High Risk	0.2%	0.0%	₹123.72 Cr	-
Mirae Asset BSE India Defence ETF FOF Regular Growth Very High Risk	0.8%	0.0%	₹123.72 Cr	-
SBI Quality Fund Regular Growth Very High Risk	2.4%	1.0%	₹2658.53 Cr	-
Motilal Oswal Nifty MNC ETF Very High Risk	0.6%	-	₹2.48 Cr	-
JioBlackRock Sector Rotation Fund Direct Growth Very High Risk	0.8%	0.0%	₹166.92 Cr	-
Groww Nifty PSE ETF FOF Regular Growth Very High Risk	0.5%	0.0%	₹12.13 Cr	-
Groww Nifty PSE ETF FOF Direct Growth Very High Risk	0.2%	0.0%	₹12.13 Cr	-
Groww Nifty PSE ETF Very High Risk	0.5%	-	₹17.74 Cr	-
Mahindra Manulife Innovation Opportunities Fund Direct Growth Very High Risk	0.9%	0.0%	₹262.96 Cr	-
Mahindra Manulife Innovation Opportunities Fund Regular Growth Very High Risk	2.5%	0.0%	₹262.96 Cr	-
Groww Nifty Chemicals ETF Very High Risk	0.5%	-	₹36.56 Cr	-
Motilal Oswal Nifty Services Sector ETF Very High Risk	0.6%	-	₹6.28 Cr	-
Groww Nifty Metal ETF Very High Risk	0.6%	-	₹42.14 Cr	-
DSP MSCI INDIA ETF Very High Risk	0.5%	-	₹2.76 Cr	-
Kotak Rural Opportunities Fund Regular Growth Very High Risk	2.5%	0.0%	₹758.11 Cr	-
Kotak Rural Opportunities Fund Direct Growth Very High Risk	0.9%	0.0%	₹758.11 Cr	-
ANGEL ONE NIFTY TOTAL MARKET MOMENTUM QUALITY 50 ETF Very High Risk	1.4%	-	₹16.64 Cr	-
Kotak Nifty Chemicals ETF Very High Risk	0.3%	-	₹114.09 Cr	-
ICICI Prudential Conglomerate Fund Regular Growth Moderately High risk	2.4%	1.0%	₹817.05 Cr	-
ICICI Prudential Conglomerate Fund Direct Growth Moderately High risk	1.4%	1.0%	₹817.05 Cr	-
DSP Nifty500 Flexicap Quality 30 ETF Very High Risk	0.8%	-	₹14.82 Cr	-
Kotak Nifty 200 Momentum 30 ETF Very High Risk	0.9%	-	₹35.93 Cr	-5.9%
The Wealth Company Ethical Fund Direct Growth Very High Risk	1.2%	0.0%	₹41.14 Cr	-

About the AMC

Quant Mutual Fund

022-62955000

https://quantmutual.com/

Total AUM

₹1,06,621 Cr

Address

A.M. Road, Prabhadevi, Mumbai, 400025

Other Funds by Quant Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Quant Nifty Midcap 150 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Quant Nifty 100 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Quant Nifty 50 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
quant Income Plus Arbitrage Active FOF Direct Growth Moderate Risk	-	0.0%	-	-
qsif Sector Rotation Long-Short Fund Direct Growth Very High Risk	2.8%	1.0%	₹48.58 Cr	-
qsif Active Asset Allocator Long-Short Fund Regular Growth Moderately High risk	2.4%	1.0%	₹167.45 Cr	-
qsif Equity Ex-Top 100 Long-Short Fund Direct Growth Moderately High risk	2.8%	1.0%	₹419.99 Cr	-
qsif Hybrid Long-Short Fund Direct Growth Very High Risk	2.1%	0.0%	₹213.71 Cr	-
qsif Equity Long-Short Fund Direct Growth High Risk	3.1%	1.0%	₹758.21 Cr	9.3%
quant Equity Savings Fund Direct Growth Moderate Risk	2.0%	1.0%	₹59.44 Cr	6.9%
Quant Arbitrage Fund Direct Growth Low Risk	1.7%	0.0%	₹881.26 Cr	7.8%
Quant PSU Fund Direct Growth Very High Risk	2.2%	1.0%	₹430.98 Cr	-0.7%
Quant Consumption Fund Direct Growth Very High Risk	1.7%	1.0%	₹190.21 Cr	-0.5%
Quant Commodities Fund Direct Growth Very High Risk	1.8%	1.0%	₹342.50 Cr	6.2%
Quant Momentum Fund Direct Growth Very High Risk	1.9%	1.0%	₹1354.89 Cr	4.9%
Quant Teck Fund Direct Growth Very High Risk	2.3%	1.0%	₹264.19 Cr	-9.2%
Quant Value Fund Direct Growth Very High Risk	0.9%	1.0%	₹1977.54 Cr	9.6%
Quant BFSI Fund Direct Growth Very High Risk	1.9%	1.0%	₹922.02 Cr	10.5%
quant Healthcare Fund Direct Growth Very High Risk	1.5%	1.0%	₹428.30 Cr	13.8%
Quant Quantamental Fund Direct Growth Very High Risk	1.6%	1.0%	₹1631.96 Cr	3.9%
Tata Quant Fund Direct Growth Very High Risk	0.9%	1.0%	₹61.70 Cr	8.5%
Quant Focused fund Direct Growth Very High Risk	1.9%	1.0%	₹850.20 Cr	4.9%
Quant Large and Mid Cap Fund Direct Growth Very High Risk	1.3%	1.0%	₹3487.47 Cr	5.8%
Quant Active Fund Direct Growth Very High Risk	1.0%	1.0%	₹7724.57 Cr	3.9%
Quant Small Cap Fund Direct Growth Very High Risk	0.9%	1.0%	₹35557.21 Cr	12.2%
Quant Absolute Fund Direct Growth Very High Risk	1.4%	1.0%	₹2158.27 Cr	4.1%
Quant Infrastructure Fund Direct Growth Very High Risk	1.1%	0.0%	₹3163.71 Cr	4.5%
Quant Multi Asset Fund Direct Growth High Risk	1.1%	1.0%	₹6527.78 Cr	10.7%
Quant Flexi Cap Fund Direct Growth Very High Risk	1.1%	1.0%	₹7363.92 Cr	6.0%
Quant Tax Plan Direct Growth Very High Risk	1.2%	0.0%	₹13457.65 Cr	7.2%
Quant Liquid Plan Direct Growth Low to Moderate Risk	0.3%	0.0%	₹1425.89 Cr	6.1%
Quant Mid Cap Fund Direct Growth Very High Risk	1.2%	0.0%	₹8055.58 Cr	0.6%
Quant Gilt Fund Direct Growth Moderate Risk	0.4%	0.0%	₹75.69 Cr	2.0%
Quant Manufacturing Fund Direct Growth Very High Risk	1.5%	1.0%	₹737.40 Cr	9.1%
Quant Business Cycle Fund Direct Growth Very High Risk	1.4%	1.0%	₹984.65 Cr	1.7%
Quant ESG Equity Fund Direct Growth Very High Risk	1.9%	1.0%	₹336.86 Cr	17.8%
Quant Overnight Fund Direct Growth Low Risk	0.2%	0.0%	₹58.08 Cr	5.0%
Quant Large Cap Fund Direct Growth Very High Risk	1.5%	1.0%	₹3651.08 Cr	0.3%
Quant Dynamic Asset Allocation Fund Direct Growth Very High Risk	1.6%	1.0%	₹852.39 Cr	-3.6%

Risk Level

Your principal amount will be at Very High Risk

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What is the current NAV of Quant Business Cycle Fund Direct Growth?

The NAV of Quant Business Cycle Fund Direct Growth, as of 12-Oct-2026, is ₹16.42.

What are the returns of Quant Business Cycle Fund Direct Growth?

The fund has generated 1.65% over the last 1 year and 9.94% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.

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

The fund's allocation of assets is distributed as 99.54% in equities, 0.00% in bonds, and 0.46% in cash and cash equivalents.

Who manages the Quant Business Cycle Fund Direct Growth?

The fund managers responsible for Quant Business Cycle Fund Direct Growth are:-

Jignesh Shah
Sanjeev Sharma
Ankit A. Pande
Sandeep Tandon
Varun Pattani
Sameer Kate
Ayusha Kumbhat
Yug Tibrewal

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Quant Business Cycle Fund Direct Growth

Fund Overview

About this fund

Performance against Category Average

Portfolio Summaryas of 31st August 2026

Top Holdings

Allocation By Market Cap (Equity)

Allocation By Credit Quality (Debt)

Other Allocation

Risk & Performance Ratios

Fund Managers

Jignesh Shah

Sanjeev Sharma

Ankit A. Pande

Sandeep Tandon

Varun Pattani

Sameer Kate

Ayusha Kumbhat

Yug Tibrewal

Additional Scheme Detailsas of 31st August 2026

Investment Objective

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Similar Equity - Other Funds

About the AMC

Quant Mutual Fund

Other Funds by Quant Mutual Fund

Risk Level

Take control of your wealth

Related Articles

Still got questions?We're here to help.

What is the current NAV of Quant Business Cycle Fund Direct Growth?

What are the returns of Quant Business Cycle Fund Direct Growth?

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

Who manages the Quant Business Cycle Fund Direct Growth?

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