The ‘Quant Business Cycle Fund’ is the new mutual fund offering from Quant Mutual Fund. Quant Money Managers Limited (AMC) is in charge of the new Quant Business Cycle Fund. It’s an open-ended sectoral or thematic fund scheme that seeks to generate long-term capital appreciation by investing with a focus on riding business cycles through allocation between sectors and stocks at different stages of business cycles. The subscription period for the NFO has already started from May 12th and ends on May 25th, 2023.
You can subscribe for this scheme with as little as Rs. 5,000 and in multiples of Rs. 1/-. Growth and Payout of Income Distribution cum Capital withdrawal Option (IDCW) are accessible in both the Regular Plan and the Direct Plan.
About Quant Mutual Fund (Group)
More than a decade ago, in the middle of the 2008 Global Financial Crisis, quant Group was founded as a financial services platform with two simple but powerful guiding mantras: “Being Relevant” and “Predictive Analytics.” According to the “Being Relevant” idea, in today’s uncertain and ever-changing environment, success requires passing the “test of time” every day through the application of new information and the development of novel approaches to old problems. Predictive analytics, a framework for studying and foreseeing markets across assets and regions, makes this possible.
The business was founded in May 2008 after its incorporation in December 2007. Quant Global Research (qGR) has spent the previous decade developing a powerful set of analytical indicators and the flexible VLRT framework.
Quant Business Cycle Fund – NFO Detail
| Type of Offer | NFO (New Fund Offer) |
| Fund House | Quant Mutual Fund |
| Name of the Fund | Quant Business Cycle Fund |
| Type of Scheme | Open ended |
| Category of Scheme | Sectoral or thematic Fund |
| NFO Starts | 12-May-2023 |
| NFO Ends | 25-May-2023 |
| NFO Unit Price | Rs 10 per unit |
| Minimum Investment | Rs. 5000 |
| Plans | Regular, Direct |
| Options | Growth, IDCW |
| Entry Load | Nil |
| Exit Load | Nil |
| Investment Manager | Quant Money Managers Limited |
| Fund Manager | Mr. Sandeep Tandon, Mr. Ankit Pande, Mr. Sanjeev Sharma and Mr. Vasav Sahgal |
Quant Business Cycle Fund NFO – Scheme Objective
The Scheme objective long-term capital growth by allocating capital between industries and stocks according to where they are in the business cycle.
Quant Business Cycle Fund NFO – Who Can Invest?
This product is suitable for investors who are seeking*:
- Capital appreciation over the long term.
- An equity scheme that invests predominantly in Indian markets with focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles.
How Will the Scheme Allocate Its Asset
- 80-100% in Equity & equity related instruments including equity ETFs selected on the basis of business cycle.
- 0-20% in Other equity and equity related instruments including equity ETFs.
- 0-20% inDebt and money market instruments * including debt ETFs & Gold & Silver ETFs.
- 0-20% in Foreign securities including ADRs / GDRs / Foreign equity and debt securities.
- 0-10% in Units issued by REITs and InvITs
Where Will the Scheme Invest?
- The Scheme may invest in equities and equity-related instruments.
- Foreign Equity and Equity Related Instrument as may be permitted by SEBI/RBI from time to time.
- Equity Derivatives are financial instruments, generally traded on an exchange, the price of which is directly dependent upon (i.e. derived from) the value of equity shares or equity indices. Derivatives involve the trading of rights or obligations based on the underlying, but do not directly transfer property.
- The Scheme will retain the flexibility to invest in the entire range of debt instruments and money market instruments including:
1) Commercial papers
2) Commercial bills, usance bills
3) Treasury bills
4) Certificate of deposit
5) Permitted securities under a repo/ reverse repo agreement (other than Corporate
Debt Securities)
6) Any other like instruments as may be permitted / approved by RBI / SEBI from time
to time, subject to necessary regulatory approvals.
Quant Business Cycle Fund NFO – SID (Scheme Information Document)
Please click here to read the SID (Scheme Information Document) of this upcoming NFO scheme.
How to Invest?
Visit this page on the AMC website for further detail and investment.
Disclaimer: This post is just information about the scheme. It does not give any advice or recommendation. Mutual Fund investments are subject to market risk. Please read the offer document carefully before investing.
