Quant Business Cycle Fund Direct Growth

Scheme code: INF966L01BR2 NAV value: ₹ 14.6615 NAV date: 19 March, 2026 TER: 0.77%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-19.78	73.88	0.47	15.24	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	15.24
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	15.24
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	15.24
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	15.24
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,36,742 - Absolute Returns: ₹36,742 - CAGR: %

Max Drawdown

-28.32 %

Drawdown Duration

5 months

Avg Drawdown

-9.61 %

1 Y

0.5381

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-1.96	1.11	111.3	114.9	1.76 %	4.00 %
3 years	5.67	1.09	110.5	102.5	14.00 %	8.18 %
5 years	3.50	1.09	110.5	102.5	8.18 %	4.83 %
7 years	2.63	1.09	110.5	102.5	5.78 %	3.43 %
10 years	1.99	1.09	110.5	102.5	4.01 %	2.39 %
12 years	1.75	1.09	110.5	102.5	3.33 %	1.99 %
15 years	1.52	1.09	110.5	102.5	2.66 %	1.59 %