quant Business Cycle Fund
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Fund managers: Sandeep Tandon (Primary); Ankit Pande (Co manage); Sanjeev Sharma (Co manage); Varun Pattani (Co manage); Ayusha Kumbhat (Co manage); Yug Tibrewal (Co manage); Sameer Kate (Co manage) · Source: AMFI scheme summary document
Stocks held by month, last 12 months collected. Source: quant Mutual Fund monthly portfolios. Report a wrong number
| Stock | Change | Shares before | Shares now | Difference | Value |
|---|---|---|---|---|---|
| LGEINDIA | New | — | 1.86 lakh | +1.86 lakh | ₹31.6 cr |
| ZYDUSWELL | Trimmed | 7.70 lakh | 6.71 lakh | −99,000 | ₹35.6 cr |
| TECHM | Exited | 4.24 lakh | — | −4.24 lakh | ₹70.0 cr |
Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: quant Mutual Fund monthly portfolios. Report a wrong number
| Sector | ||||
|---|---|---|---|---|
| PIRAMALFIN Piramal Finance Limited | Financial Services | 4.65 lakh | ₹107 cr | 10.87% |
| AUROPHARMA Aurobindo Pharma Limited | Healthcare | 5.77 lakh | ₹99.1 cr | 10.07% |
| INDUSTOWER Indus Towers Limited | Telecommunication | 21.67 lakh | ₹84.3 cr | 8.56% |
| ADANIGREEN Adani Green Energy Limited | Power | 6.60 lakh | ₹80.2 cr | 8.14% |
| MOTHERSON Samvardhana Motherson International Limited | Automobile and Auto Components | 27.63 lakh | ₹47.2 cr | 4.79% |
| PREMIERENE Premier Energies Limited | Capital Goods | 4.52 lakh | ₹46.9 cr | 4.76% |
| ADANIENT Adani Enterprises Limited | Metals & Mining | 1.64 lakh | ₹46.8 cr | 4.75% |
| LLOYDSME Lloyds Metals And Energy Limited | Metals & Mining | 2.30 lakh | ₹41.2 cr | 4.19% |
| TATACHEM Tata Chemicals Limited | Chemicals | 5.92 lakh | ₹38.0 cr | 3.86% |
| ZYDUSWELL Zydus Wellness Limited | Fast Moving Consumer Goods | 6.71 lakh | ₹35.6 cr | 3.62% |
| LGEINDIA LG Electronics India Limited | Consumer Durables | 1.86 lakh | ₹31.6 cr | 3.20% |
| BROOKS Brooks Laboratories Limited | — | 29.16 lakh | ₹19.4 cr | 1.97% |
Equity rows as disclosed, Aug 2026. Source: quant Mutual Fund monthly portfolio. Report a wrong number
- Financial Services15.8%
- Healthcare14.6%
- Metals & Mining13.0%
- Telecommunication12.4%
- Power11.8%
- Automobile and Auto Components7.0%
- Capital Goods6.9%
- Chemicals5.6%
- Fast Moving Consumer Goods5.3%
- Consumer Durables4.7%
- Not placed in a sector2.9%
AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: quant Mutual Fund monthly portfolio; AMFI. Report a wrong number
- Mid Cap48.1%
- Large Cap38.1%
- Small Cap13.7%
AMFI's list of Jun 2026. Source: quant Mutual Fund monthly portfolio; AMFI. Report a wrong number
| Period | Return | From | To |
|---|---|---|---|
| 1 year | +5.69 % in total | 26 Sep 2025 · NAV ₹15.8112 | 28 Sep 2026 · NAV ₹16.7109 |
| 3 years | +11.13 % a year, compounded | 27 Sep 2023 · NAV ₹12.1688 | 28 Sep 2026 · NAV ₹16.7109 |
| Since first NAV | +16.63 % a year, compounded | 31 May 2023 · NAV ₹10.0107 | 28 Sep 2026 · NAV ₹16.7109 |
Past performance may not be sustained in future.
Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 151757). Report a wrong number
| Window | Lowest | Median | Highest | Windows above zero |
|---|---|---|---|---|
| 1 year in total | −19.56 % 20 Sep 2024 to 26 Sep 2025 | +3.74 % 17 Apr 2025 to 17 Apr 2026 | +74.72 % 30 Jun 2023 to 5 Jul 2024 | 59 % of 122 windows ending 7 Jun 2024 to 28 Sep 2026 |
Past performance may not be sustained in future.
One window ends on each week's last NAV; it starts at the NAV one (or three) years earlier, which must exist within 7 days before that date. 1 year: change in total; 3 years: compounded a year. Median = the middle window, so its dates are real. Source: AMFI NAV files.
Past performance may not be sustained in future. Measured on each week's last NAV, so a fall within a week can be deeper than shown.