57
Business CycleHold
Quant BusIness Cycle
Quant · Direct–Growth · rank #6 of 19 by Smart Score
Trailing returns
1 Year
4.3%
+3.8% vs index
3 Years
17.7%
+5.5% vs index
5 Years
—
Since launch
19.7%
Year-by-year performance
2024
+20.9%+5.3% vs index
2025
-5.0%-12.7% vs index
2026
+8.1%+9.8% vs index
Why this score
Quant BusIness Cycle scores 57/100 — #6 of 19 Business Cycle fund (Hold). It stands out for 3y return and sharpe ratio — beating 83% of peers on 3y return. The main drag is its volatility (better than only 3% of peers).
Each bar shows the fund's percentile vs Business Cycle peers — a longer bar beats more of the category.
3Y return17.71% · 83rd percentile in category
Volatility20.97 · 3rd percentile in category
Sharpe ratio0.73 · 69th percentile in category
Fund size1014.75 Cr · 24th percentile in category
Sortino ratio0.84 · 75th percentile in category
Alpha4.17 · 75th percentile in category