quant Business Cycle Fund - Growth Option - Direct Plan
quant Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
976 cr
TER direct / regular
1.39% / 2.94%
CAGR (full)
18.1%
Sharpe (full)
0.63
Sharpe (bull ≤Sep-24)
3.68
Sharpe (sideways Oct-24→)
-0.47
Max drawdown
-28.3%
Months of data
39
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
—
—
—
0
FY23
—
—
—
0
FY24*
51.8%
20.7%
3.44
10
FY25
0.5%
-8.0%
-0.13
12
FY26
-8.1%
-5.7%
-0.79
12
FY27*
22.6%
5.6%
1.78
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2023
+4.5
+6.5
+6.1
+3.0
-0.7
+11.5
+5.1
+41.5
2024
+7.0
+1.5
-1.2
+8.2
+0.4
+5.9
+8.2
+2.0
+1.4
-7.7
-1.3
-3.9
+20.9
2025
-4.6
-12.9
+7.3
+3.3
+5.1
+2.6
-3.3
-5.2
+1.4
+3.1
+1.5
-1.6
-5.0
2026
-4.8
+2.2
-11.3
+16.7
+6.5
+0.7
-0.9
-1.2
+5.7
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard