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OmniAsset › Mutual funds › quant Business Cycle Fund

quant Business Cycle Fund

Sectoral / Thematic fund benchmarked to NSE 500 TRI. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202617.2784
CategorySectoral / Thematic
PlanDirect · Idcw
Launched12 May 2023
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1NSE 500 TRI
Expense ratiodirect plan, a year · stated maximum, from the scheme document1.39%
AUM₹1.26 Cr
Growth of ₹10,000₹17,26031 May 2023 to 2 Sep 2026
₹19,757₹17,317₹14,878₹12,439₹10,000May 2023Mar 2024Jan 2025Nov 2025Sep 2026
₹17,260 (+18.2% a year) quant Business Cycle Fund

Performance (trailing, annualised)

1Y annualised9.80%
3Y annualised13.03%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,27,84512.29%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,91,7625.57%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202420.87%
Calendar 2025-5.02%

Rolling returns

Rolling 1Y · average116 windows since 6 Jun 202412.46%
Rolling 1Y · median2.83%
Rolling 1Y · worst window-19.24%
Rolling 1Y · best window73.38%
Rolling 1Y · windows positive57%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)18.08%
Downside deviation (3Y)13.40%
Maximum drawdown-29.25%

Management

Fund managerMr. Sandeep Tandon, Mr. Ankit Pande, Mr. Sanjeev Sharma, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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