myplexus

NFO Monitor

Fund Fact

Name of Funds:

quant Business Cycle

Opening:

12th May 2023

Closing:

25th May 2023

Minimum Investment:

Rs. 5,000/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

Nil

Fund Stats

Objective:

To generate long-term capital appreciation by investing with focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles.

Benchmark:

NIFTY 500

Fund Manager:

Sandeep Tandon, Anikt Pande, Sanjeev Sharma, Vasav Sahgal

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

HSBC Business Cycles Fund	6.83(6M)	23.94(1Y)
ICICI Prudential Business Cycle Fund	3.94(6M)	17.80(1Y)

Fund Prognosis

Idea Distiller

Business cycles used to be a popular segment in the developed markets but India is constrained by lack of options.

Fund House AAUM:
Rs. 1876061.59 Lakhs (as on 31st March 2023)
Fund Manager:
Combined experience of above 20 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

High oomph but I doubt if there is enough indicators why this will make a mark. A difficult option to manage. Wait for performance.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity of ARN: 14th May 2025 to 23rd May 2028