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Quant Business Cycle Fund - Regular Plan Growth - Growth

Equity | Thematic - Business Cycles

(NAV as of 28/08/2023)
11.45 (0.09%)

3Y Returns

NA

Min SIP

1000

Min Lumpsum

5000

Expense Ratio

2.33%

Fund Size

327 Cr

Inception Date

25-May-23

Fund Manager

Sandeep Tandon

Exit Load

Nil.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Market Cap Allocation

Sector Allocation

Pharmaceuticals

25.11%

Cash/Deposits/Margins/Treps/Repo/Swaps

14.96%

Future/Options

13.69%

Capital Markets

9.84%

Petroleum Products

7.91%

Top Ten Holdings

TREPS 01-Aug-2023 DEPO 10

15.93%

Sun Pharmaceutical Industries Ltd

8.96%

Reliance Industries Ltd

7.91%

BSE Ltd

6.81%

S.P. Apparels Ltd

5.75%

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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SEBI RIA: INA000018133

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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: VS Binu, 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.