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Quant Business Cycle Fund - Direct Plan Growth - Growth

Equity | Thematic - Business Cycles

(NAV as of 28/05/2024)
16.65 (-0.58)

3Y Returns

NA

Min SIP

1000

Min Lumpsum

5000

Expense Ratio

0.77%

Fund Size

930 Cr

Inception Date

25-May-23

Fund Manager

Sandeep Tandon

Exit Load

1% on or before 15D, Nil after 15D.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

71.48%

Debt & Others

28.52%

Market Cap Allocation

Large Cap

27.50%

Mid Cap

8.78%

Small Cap

35.20%

Other Cap

28.52%

Sector Allocation

Finance

12.18%

Petroleum Products

10.07%

Power

10.03%

Derivatives(Index/Stock Futures)

9.60%

Retail

8.81%

Top Ten Holdings

Reliance Industries Ltd

10.07%

Adani Power Ltd

7.41%

Britannia Industries Ltd

6.58%

Housing &Urban Development Corporation Ltd

6.28%

Jio Financial Services Ltd

5.90%

Investment Objective

To Generate Long-Term Capital Appreciation By Investing With Focus On Riding Business Cycles Through Allocation Between Sectors And Stocks At Different Stages Of Business Cycles. However, There Is No Assurance Or Guarantee That The Investment Objective Of The Scheme Will Be Achieved. The Scheme Does Not Assure Or Guarantee Any Returns.

Fund House Detail

AMC Name

Quant Money Managers Limited

Address

6th Floor, Sea Breeze Building,Appa Saheb Marathe Marg, Prabhadevi,Mumbai - 400025

BUILD WEALTH WITH CONFIDENCE

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.