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quant Business Cycle Fund - Growth Option - Regular Plan is an equity scheme managed by Quant Mutual Fund. Three-year compounded annual return is 17.86%, placing it in the 65th percentile of Equity peers. It has ranked in the top half of its category for 0 of the last 2 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 3.49% on assets of ₹971Cr. The fund is currently managed by Yug Tibrewal, appointed within the last year.
Lower is better.
| Holding | Sector | Weight |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Piramal Finance Limited | Financial Services | 9.64% |
| Zydus Wellness Limited | Consumer Defensive | 4.06% |
| BROOKS Laboratories Limited | Healthcare | 1.69% |
| Sector | Holdings | Weight |
|---|---|---|
| Pharmaceuticals & Biotechnology | 1 | 10.08% |
| Finance | 1 | 9.64% |
| Power | 1 | 9.28% |
| Auto Components | 1 | 9.11% |
| Electrical Equipment | 1 | 8.60% |
| Insurance | 1 | 7.39% |
| Capital Markets | 1 | 5.95% |
| Ferrous Metals | 1 | 4.20% |
| Metals & Minerals Trading | 1 | 4.08% |
| Food Products | 1 | 4.06% |
| Chemicals & Petrochemicals | 1 | 1.40% |
| Cement & Cement Products | 1 | 0.98% |
| Petroleum Products | 1 | 0.87% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
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| Max |
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| Positive % |
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| 1Y | -21.50% | -7.49% | 0.03% | 29.45% | 71.76% | 50.2% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 15.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
The data points trend downward — historically, this fund's alpha has weakened as it has scaled. Capacity may be a constraint.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 8 data points.
| 5Y |
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| Star |
|---|
| HSBC Business Cycles Fund - Regular Growth | HSBC Mutual Fund | ₹1,149 Cr | 2.57% | +15.73% | — | 4★ |
| Tata Business Cycle Fund-Regular Plan-Growth | Tata Mutual Fund | ₹2,637 Cr | 2.06% | +15.17% | — | 4★ |
| Kotak Business Cycle Fund-Regular Plan--Growth | Kotak Mahindra Mutual Fund | ₹3,064 Cr | 2.00% | +14.86% | — | 4★ |
| Baroda BNP Paribas Business Cycle Fund - Regular Plan - Growth | Baroda BNP Paribas Mutual Fund | ₹561 Cr | 2.45% | +13.74% | — | 4★ |
| Axis Business Cycles Fund - Regular Plan - Growth | Axis Mutual Fund | ₹2,079 Cr | 3.16% | +13.43% | — | 4★ |
| Aditya Birla Sun Life Business Cycle Fund-Regular-Growth | Aditya Birla Sun Life Mutual Fund | ₹1,687 Cr | 2.08% | +11.81% | — | 3★ |
| Union Business Cycle Fund - Regular Plan - Growth Option | Union Mutual Fund | ₹507 Cr | 3.22% | — | — | 2★ |
| Sundaram Business Cycle Fund Regular Plan Growth | Sundaram Mutual Fund | ₹1,576 Cr | 2.06% | — | — | 2★ |
| Edelweiss Business Cycle Fund - Regular Plan - Growth | Edelweiss Mutual Fund | ₹1,498 Cr | 2.10% | — | — | 1★ |
| Bank of India Business Cycle Fund - Regular Plan - Growth | Bank of India Mutual Fund | ₹467 Cr | 2.65% | — | — | 1★ |