Investment Objective and Approach

The Quant Business Cycle Fund aims 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 fund follows a thematic investment approach, strategically positioning itself across various sectors based on different stages of business cycles. The fund allocates its assets majorly in Cash Equivalent, Health, Consumer Cyclical, Financial Services, Energy, Industrial, Tech, Consumer Defensive, Communication, and Basic Materials. The fund's performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

Key portfolio highlights as of July 2025:

- AUM: ₹1338.82 Cr as of 29th July 2025

- Expense ratio: 0.50% as of 29th July 2025

- CAGR return of 26.98% since inception

- Minimum SIP amount: ₹1000

- Minimum lump sum investment: ₹5,000

Fund Managers

The fund is currently managed by its fund managers Sanjeev Sharma, Sandeep Tandon, Ankit A Pande, Varun Pattani, Lokesh Garg, Ayusha Kumbhat, Sameer Kate and Yug Tibrewal. Sanjeev Sharma is the Current Fund Manager of Quant Business Cycle Fund Direct Growth fund.

Sanjeev Sharma - Lead Fund Manager:

- Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune

- Total work experience of 17 years including 13 years of experience in the financial market

- Specializes in identifying crucial inflexion points in securities

Ankit A. Pande:

- B.Com. and CFA

- Prior to joining Quant Mutual Fund, he has worked with Eqestar capital as Equity Research Analyst

The experienced fund management team brings combined expertise in equity research and market analysis, focusing on identifying opportunities across different business cycle phases.

About the Fund House (AMC)

Quant Mutual Fund is a Mumbai-based Asset Management Company established in 2017 by quant Capital Finance & Investments Pvt Ltd., a boutique investment firm, founded in 2007. Quant Money Managers Limited "QMML" (AMC) was incorporated on December 12, 1995, and was approved to act as an Asset Management Company for the quant Mutual Fund by SEBI vide its letter dated October 30, 2017.

Key AMC Highlights:

- Investment framework focuses on combining technology with robust research

- Total AUM across all funds: ₹96,521.46 Cr

- In Indian mutual funds, Quant Fund is being relevant, using active management & dynamic investing

- Strong focus on quantitative analysis and systematic investment approaches

- Expertise in thematic and sector-based investment strategies

The AMC has built a reputation for data-driven investment decisions and active portfolio management across various market cycles.

Should I Invest in Quant Business Cycle Fund?

Positive Aspects:

- Strong inception returns of 26.98% CAGR since launch

- Low expense ratio of 0.50% compared to category average

- Experienced fund management team with proven track record

- Positive alpha of 0.31, indicating outperformance against expected returns

- Strategic sector allocation based on business cycle analysis

Risk Considerations:

- The fund is rated Very High risk

- High volatility with standard deviation of 18.05, indicating higher risk associated with returns

- Over the last 1 year, the fund has given a CAGR return of -1.32%

- Negative Sharpe ratio of -0.81, suggesting inadequate risk-adjusted returns

- Relatively new fund launched on 30th May 2023

Suitability:

This fund is suitable for investors with high risk tolerance who understand business cycle investing and are willing to accept volatility for potential long-term gains. The thematic approach requires careful timing and understanding of sectoral rotations. New investors should consider this as part of a diversified portfolio rather than a core holding.

FAQs

What is today's NAV of Quant Business Cycle Fund?

The latest NAV varies daily based on market movements. Check the current NAV on Allvest's platform for real-time updates.

What is the AUM of Quant Business Cycle Fund?

The fund has an AUM of ₹1338.82 Cr as of 29th July 2025.

What is the expense ratio of Quant Business Cycle Fund?

The expense ratio is 0.50% as of 29th July 2025.

What are the returns of Quant Business Cycle Fund since inception?

The fund has delivered a CAGR return of 26.98% since inception.

What is the minimum SIP amount to invest in Quant Business Cycle Fund?

The minimum SIP amount is ₹1000.

How do I invest in Quant Business Cycle Fund?

You can invest through Allvest's platform by completing your KYC, selecting the fund, choosing SIP or lump sum, and making payment through various modes.

How to start a SIP in Quant Business Cycle Fund?

Log into Allvest, search for Quant Business Cycle Fund, select SIP option, choose frequency and amount, and set up auto-debit instructions.

How do I automate an SIP in Quant Business Cycle Fund?

Set up a mandate through Allvest's platform to automatically deduct SIP amounts from your bank account on chosen dates.

How can I withdraw/redeem my investment in Quant Business Cycle Fund?

Log into Allvest, go to your portfolio, select the fund, choose partial or full redemption, and the amount will be credited to your registered bank account within 3-4 business days.