Quant Business Cycle Fund
Direct · Growth ₹17.64
20 Jul 2026
NAV
19.2%
3Y CAGR
17.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
15.24
Sharpe
-29.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.10 L | 13.2% | -35.8% | 73.1% |
| 3 Years | ₹36.00 L | ₹40.03 L | 6.6% | -2.3% | 9.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 13.2% | 14.5% | 13.7% | -1.3% |
| 3 Years | 6.6% | 11.2% | 17.3% | -4.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.3% | 2.4% | -19.8% | 73.9% | 0.24 | 0.66 | 57% | — | — |
| 3 Years | 19.2% | 19.5% | 17.2% | 20.3% | 15.24 | — | 100% | — | — |
-29.2%
Max Drawdown
18 mo
Drawdown Duration
Not recovered
Recovery Time
-10.4%
Avg Drawdown
Calmar Ratio by Duration
0.45
1Y
0.66
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.75 | 1.05 | 104.1% | 92.7% | 4.9% | -3.4% |
| 3 Years | +10.56 | 1.07 | 110.4% | 97.4% | 17.2% | 6.7% |
| 5 Years | +6.49 | 1.07 | 108.5% | 95.0% | 12.0% | 5.6% |
| 7 Years | +4.66 | 1.07 | 108.5% | 95.0% | 8.4% | 3.9% |
| 10 Years | +3.33 | 1.07 | 108.5% | 95.0% | 5.8% | 2.8% |
| 12 Years | +2.83 | 1.07 | 108.5% | 95.0% | 4.8% | 2.3% |
| 15 Years | +2.34 | 1.07 | 108.5% | 95.0% | 3.9% | 1.8% |
15
Total Holdings
65.9%
Top 10 Weight
13
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Piramal Finance Ltd | 9.92% |
| 2 | Adani Green Energy Limited | 9.70% |
| 3 | Aurobindo Pharma Limited | 8.98% |
| 4 | HDFC Life Insurance Co Ltd | 6.89% |
| 5 | Divi's Laboratories Limited | 5.88% |
| 6 | Tech Mahindra Limited | 5.87% |
| 7 | Larsen & Toubro Limited | 5.32% |
| 8 | Adani Enterprises Limited | 4.89% |
| 9 | Zydus Wellness Ltd | 4.37% |
| 10 | Lloyds Metals And Energy Limited | 4.10% |