29
Business CycleAvoid
Quant BusIness Cycle
Quant · Direct–Growth · rank #16 of 19 by Smart Score
Data updated
Trailing returns
1 Year
4.0%
+6.1% vs index
3 Years
12.3%
+2.5% vs index
5 Years
—
Since launch
17.9%
Year-by-year performance
2024
+20.9%+5.3% vs index
2025
-5.0%-12.7% vs index
2026
+6.1%+9.8% vs index
Why this score
Quant BusIness Cycle scores 29/100 — #16 of 19 Business Cycle fund (Avoid). 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 return12.34% · 25th percentile in category
Volatility20.57 · 3rd percentile in category
Alpha-0.14 · 21st percentile in category
Fund size989.47 Cr · 24th percentile in category
Expense ratio1.44% · 29th percentile in category
Sharpe ratio0.48 · 38th percentile in category
Top holdings
1.DEWAN HOUSING FINANCE CORP. LTD. EQ10.87%
2.Aurobindo Pharma Ltd10.07%
3.Indus Towers Ltd8.56%
4.Adani Green Energy Ltd8.14%
5.INFOSYS LTD.-29-Sep-20266.86%
14 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.