Scheme

quant Business Cycle Fund

Holds 12 companies worth ₹654 Cr in Sept 2026.

Fund house
QUANTThe fund house that runs this scheme.
AUM
₹933 Crquant Business Cycle Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 5.7% on Aug 2026, ₹989 Cr.
Largest holding
Aurobindo PharmaAurobindo Pharma is 10.4% of this scheme's NAV.
Fund manager
Sandeep TandonRuns it since 30 May 2023, as the fund house dates it. With Ankit Pande (co-manager), Sanjeev Sharma (co-manager), Ayusha Kumbhat (co-manager), Varun Pattani (co-manager), Sameer Kate (co-manager), Yug Tibrewal (co-manager).

Overview^{(9 Oct 2026)}

Fund managers7

Sandeep TandonFund manager · May 2023 · 34y · MBA
Ankit PandeCo-manager · May 2023 · 14y · CFA MBA
Sanjeev SharmaCo-manager · May 2023 · 21y · PGDM M.Com
Ayusha KumbhatCo-manager · Feb 2025
Varun PattaniCo-manager · Feb 2025 · 4y · CA
Sameer KateCo-manager · Mar 2025 · 21y · MBA
Yug TibrewalCo-manager · Mar 2025 · 8y · CFA

Key facts

Benchmark: NSE 500 TRI
Risk: Very High
Expense: Regular 3.01% · Direct 1.45%
Exit load: Nil
Started: 5/30/2023 12:00:00 AM
Minimum: ₹5,000

Source.Its Scheme Summary Document as of 9 Oct 2026 at AMFI.

What changed^{(0 changes)}

Nothing has changed in its documents since Sept 2026.

Source.Its filings at NSE, since Sept 2026.

Fund managers over time^{(May 2023 – now)}

MainCoSlice202420252026

Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

Costs^{(Oct 2026 – Oct 2026)}

Every change to the expense ratio, newest first.
1 filing	Regular	Direct	Δ pt
9 Oct 2026	3.01%	1.45%	–

Direct plan, 9 Oct 2026

1.45%

Regular plan 3.01% · Exit load nil

Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

Objective and risk^{(9 Oct 2026)}

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.

Risk, type and benchmark

Riskometer: Very High
At launch: Very High
Type: An Open Ended equity scheme investing in business cycles based investing theme.
Benchmark: NSE 500 TRI

Asset allocation it may hold% of NAV

Equity and equity related instruments including equity ETFs selected on the basis of business cycle (including units issued by REITs)
Allowed80–100%
ETFs(including units issued by REITs)
Allowed0–20%
Debt and money market instruments including debt ETFs & Gold & Silver ETFs
Allowed0–20%
Foreign securities including ADRs / GDRs / Foreign equity and debt securities
Allowed0–20%
Units issued by InvITs
Allowed0–10%Holds0.0%

Holds in Sept 2026.70.3% equity · 29.7% debt and cash

How to invest^{(9 Oct 2026)}

Buying

To start: ₹5,000, then in multiples of ₹1
To add: ₹1,000, then in multiples of ₹1

Selling and switching

To redeem: ₹1
Switch minimum: Switch - in: Rs. 5,000/- and in multiples of Re. 1/- thereafter. Switch-out: Re. 1,000/-- or the unit balance whichever is less
Switch multiples: Re. 1

Scheme details^{(9 Oct 2026)}

What it is

Category: Thematic/Sectoral
Offer: 5 Dec 2023 to 5/25/2023 12:00:00 AM
Started: 5/30/2023 12:00:00 AM
Reopened: 5/31/2023 12:00:00 AM
Plans: 1. quant Business Cycle Fund Growth Option - Regualr Plan · 2. quant Business Cycle Fund Growth Option - Direct Plan · 3. quant Business Cycle Fund IDCW Option - Regular Plan · 4. quant Business Cycle Fund IDCWOption - Direct Plan
Face value: ₹10
Listed: No

How it is run

Swing pricing: No
Side-pocketing: No
Custodian: HDFC Bank Limited
Auditor: M/s. M M Nissim & Co. LLP
Registrar: KFin Technologies Limited