Quant Business Cycle Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation21.7%
Sharpe Ratio-0.40
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Reliance Industries LtdEnergy & Infra9.83%
Jio Financial Services LtdFinancial Services7.47%
HFCL LtdTechnology6.41%
Samvardhana Motherson International LtdConsumers6.36%
DLF LtdEnergy & Infra5.87%
S.P. Apparels LtdConsumers5.44%
Life Insurance Corporation of IndiaFinancial Services5.20%
Aurobindo Pharma LtdServices4.94%
Treps 01-Jul-2025 Depo 10Utilities4.57%
Alivus Life Sciences LtdServices3.74%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.08%
Exit Load1
Regulatory & Tax Information
INF966L01BU6
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)