Quant Business Cycle Fund Overview
Category Business Cycle Fund
BMSMONEY Rank N/A
Rating N/A
Growth Option 07-03-2025
NAV ₹14.48(R) -0.11% ₹14.88(D) -0.11%
Returns 1Y 3Y 5Y 7Y 10Y
Lumpsum Regular -6.6% -% -% -% -%
Direct -5.18% -% -% -% -%
Benchmark
SIP (XIRR) Regular -26.39% -% -% -% -%
Direct -25.18% -% -% -% -%
Ratio Sharpe Ratio Sortino Ratio Sterling Ratio Jensen's Alpha Treynor Ratio
Risk STD. Dev VaR 1Y95% Max DD Beta Semi Devi.

No data available

NAV Date: 07-03-2025

Scheme Name NAV Rupee Change Percent Change
quant Business Cycle Fund - Growth Option - Regular Plan 14.48
-0.0200
-0.1100%
quant Business Cycle Fund - IDCW Option - Regular Plan 14.49
-0.0200
-0.1100%
quant Business Cycle Fund - IDCW Option - Direct Plan 14.87
-0.0200
-0.1100%
quant Business Cycle Fund - Growth Option - Direct Plan 14.88
-0.0200
-0.1100%

Review Date: 07-03-2025

A review of the different performance parameters of the fund is as follows:
  1. Returns: It reflects the surge in the investment's value throughout the investment period, communicated as a percentage or a specific monetary sum. Our analysis encompassed four return parameters of this fund. We have organized the return parameters into three performance groups for evaluation: the top 25%, parameters that rank below the top 25% but above average, and parameters that are below average. Below, you'll find a breakdown of how each parameter has performed.
    1. Top 25%: The fund does not have any return parameter in the top 25% in the category.
    2. Above Average Below the Top 25%: The fund does not have any return parameter which is above average but below the top 25%.
    3. Below Average: Four return parameters of the fund are below average in the category, which are listed below:
      • 1Y Return %
      • 1M Return %
      • 3M Return %
      • 6M Return %
  2. Risk: It signifies the potential for financial loss or the failure to achieve anticipated returns due to diverse elements. We have analyzed zero risk parameters of quant Business Cycle Fund, and divided it into three groups the lowest 25%, below average but above the lowest 25%, and above average. More details are provided below.
    1. Lowest 25%: quant Business Cycle Fund does not have any risk parameters in the lowest 25% of the category. It means high risk compared to other funds in the category.
    2. Below Average but Above the Lowest 25%: quant Business Cycle Fund does not have any risk parameters in the below average but above the lowest 25% of the category.
    3. Above Average: quant Business Cycle Fund does not have any risk parameters above average; which is a good sign.
  3. Risk Adjusted Performance Parameters: Risk-adjusted performance parameters in mutual funds are parameters that assess the return on investments based on the risks involved. These parameters provide a platform for investors to compare various investments, by considering both profits and the risks involved. For quant Business Cycle Fund, we have evaluated zero risk-adjusted performance parameters.
    1. Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the top 25% of the category.
    2. Above Average Below Top 25% Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.
    3. Below Average Risk Adjusted Performance Parameters: The fund does not have any risk-adjusted performance parameters that are in the above average but below top 25% of the category.


0.074.04−6.05−13.59−12.97−0.31.97−8.93−20.29−22.76−0.391.9−5.44−12.28−12.730.434.18−7.41−19.82−15.73−0.352.7−8.36−13.94−12.870.163.33−5.45−14.06−16.060.393.49−4.8−10.89−8.56−0.21.98−6.67−14.49−15.52−0.114.57−8.66−17.23−24.471D1W1M3M6Mquant Business Cycle FundUnion Business Cycle FundSundaram Business Cycle FMahindra Manulife BusinesKotak Business Cycle FundHSBC Business Cycles FundHDFC Business Cycle FundEdelweiss Business Cycle Axis Business Cycles Fund
−20−15−10−505101520Return %Short Term Return % (Reg) On: 07-Mar-2025www.bmsmoney.com

Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.


Date Quant Business Cycle Fund NAV Regular Growth Quant Business Cycle Fund NAV Direct Growth
07-03-2025 14.476 14.8809
06-03-2025 14.4926 14.8973
05-03-2025 14.2993 14.6979
04-03-2025 13.937 14.3249
03-03-2025 13.8299 14.2142
28-02-2025 13.8435 14.2263
27-02-2025 14.2306 14.6234
25-02-2025 14.4932 14.8918
24-02-2025 14.5624 14.9623
21-02-2025 14.7489 15.1519
20-02-2025 14.8879 15.294
19-02-2025 14.769 15.1712
18-02-2025 14.6346 15.0325
17-02-2025 14.8278 15.2303
14-02-2025 14.8237 15.224
13-02-2025 15.1735 15.5825
12-02-2025 15.145 15.5526
11-02-2025 15.1515 15.5586
10-02-2025 15.6453 16.0649
07-02-2025 15.8491 16.272

Fund Launch Date: 30/May/2023
Fund Category: Business Cycle Fund
Investment Objective: 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.
Fund Description: Quant Business Cycle Fund creates a dynamically managed equity portfolio that takes advantage of emerging opportunities due to change in cycles and protects from secular declines.
Fund Benchmark: NIFTY 500 TRI
Source: Fund FactSheet

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.