39
Business CycleAvoid
Quant BusIness Cycle
Quant · Direct–Growth · rank #13 of 19 by Smart Score
Data updated
Trailing returns
1 Year
9.8%
+6.8% vs index
3 Years
13.0%
+1.5% vs index
5 Years
—
Since launch
18.3%
Year-by-year performance
2024
+20.9%+5.3% vs index
2025
-5.0%-12.7% vs index
2026
+6.3%+8.3% vs index
Why this score
Quant BusIness Cycle scores 39/100 — #13 of 19 Business Cycle fund (Avoid). It stands out for sharpe ratio and alpha — beating 68% of peers on sharpe ratio. 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.
Volatility20.97 · 3rd percentile in category
3Y return13.04% · 28th percentile in category
Sharpe ratio0.73 · 68th percentile in category
Fund size988.65 Cr · 24th percentile in category
Expense ratio1.39% · 29th percentile in category
Alpha4.17 · 74th percentile in category
Top holdings
1.DEWAN HOUSING FINANCE CORP. LTD. EQ9.61%
2.Kotak Mahindra Bank Ltd. 25-AUG-269.26%
3.Adani Green Energy Ltd9.17%
4.Aurobindo Pharma Ltd9.16%
5.Indus Towers Ltd8.51%
14 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.