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Quant Business Cycle Fund(IDCW)

IDCW
19.280.40% (+0.08)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Significant holdings have underlying redflags

Quant Business Cycle Fund(IDCW)

IDCW
EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,509 Cr
Very High RiskPrinciple investment will be at very high risk
19.280.40% (+0.08)

Price Chart

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Returns
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1M
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5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Insufficient Data

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Insufficient Data

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Significant holdings have underlying redflags

EquityThematic Fund
Mid-size FundAssets Under Mgmt: ₹ 1,509 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5750.382.50
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3947.632.69

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
1% on or before 15D Nil after 15D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
—

About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Peers & Comparison

Comparing 3 mutual funds from 
EquityThematic Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Quant Business Cycle Fund(IDCW)65.25%—68.73%
ICICI Pru India Opp Fund(IDCW-Payout)36.18%20.99%19.85%
HDFC Manufacturing Fund(IDCW)———
Axis India Manufacturing Fund(IDCW)———

Price Comparison

Compare Quant Business Cycle Fund(IDCW) with any MF, ETF, stock or index
Compare Quant Business Cycle Fund(IDCW) with any MF, ETF, stock or index
Quant Business Cycle Fund(IDCW)
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Jul 2024

ACTUAL
Cash & EquivalentsTreasury BillsFutures & OptionsEquity0.85%6.86%8.63%83.66%

Dec 2023

Mar 2024

Jun 2024

Jul 2024

Tickertape Separator

Sector Distribution

+16 moreAuto PartsMiscellaneousFMCG - TobaccoInsurancePharmaceuticals53.01 %7.16 %7.48 %9.51 %9.83 %13.01 %

Dec 2023

Mar 2024

Jun 2024

Jul 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Jul 24N/A18.19%10.46%7.44%9.29%13.01%
Pharmaceuticals as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change
  • ITC Ltd
    ITC
    3M change : 9.51 %

    Holdings

    9.51 %

    9.51 %
  • Samvardhana Motherson International Ltd
    MOTHERSON
    3M change : 6.32 %

    Holdings

    7.16 %

    6.32 %
  • HFCL Ltd
    HFCL
    3M change : 4.52 %

    Holdings

    6.99 %

    4.52 %

AMC Profile

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.

  • No.of Schemes

    27

  • Total AUM

    ₹ 94,068.56 Cr.

Fund Manager Profile

Sandeep Tandon

AUM:  ₹22,446.61 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 23yrs

Ankit Pande

AUM:  ₹90,893.79 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Sanjeev Sharma

AUM:  ₹79,199.10 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Vasav Sahgal

AUM:  ₹90,893.79 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Manager Performance (0)

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Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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For illustrative purposes only. Past performance doesn&apos;t guarantee future returns.

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
News Thumbnail

Does valuation of companies impact your long term wealth creation | AIKI 100 ft. Sandeep Tandon

1 year ago•Groww