31
Business CycleAvoid
Quant BusIness Cycle
Quant · Direct–Growth · rank #16 of 19 by Smart Score
Data updated
Trailing returns
1 Year
2.6%
+7.3% vs index
3 Years
10.5%
+1.1% vs index
5 Years
—
Since launch
16.2%
Year-by-year performance
2024
+20.9%+5.3% vs index
2025
-5.0%-12.7% vs index
2026
+2.2%+8.2% vs index
Why this score
Quant BusIness Cycle scores 31/100 — #16 of 19 Business Cycle fund (Avoid). It stands out for 1y return — beating 86% of peers on 1y return. The main drag is its 3y return (better than only 25% of peers).
Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.
3Y return10.46% · 25th percentile in category
Volatility20.78 · 3rd percentile in category
Expense ratio1.45% · 24th percentile in category
Fund size933.20 Cr · 24th percentile in category
1Y return2.60% · 86th percentile in category
Alpha0.84 · 32nd percentile in category
Top holdings
1.Aurobindo Pharma Ltd10.38%
2.DEWAN HOUSING FINANCE CORP. LTD. EQ9.23%
3.Adani Green Energy Ltd9.07%
4.Reliance Industries Ltd Futures8.98%
5.Indus Towers Ltd8.7%
17 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.