The New Fund Offer is open and will close for subscription on May 25
The investment objective of the scheme is 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 performance of the scheme will be benchmarked against NSE 500 TRI. The scheme will be managed by Sandeep Tandon, Anikt Pande, Sanjeev Sharma, and Vasav Sahgal.
The minimum subscription amount for investment in this scheme is Rs 5,000 and in multiples of Re 1 thereafter. The minimum additional purchase/switch in this scheme is Rs 1,000 and in multiples of Re 1 thereafter. The minimum SIP amount for weekly, fortnightly, and monthly SIP is Rs 1,000 and in multiples of Re 1 thereafter. The minimum SIP amount for Quarterly SIP is Rs 3,000 and in multiples of Re 1 thereafter.
The scheme will offer Regular Plan and Direct Plan – with Growth and IDCW options.
Quant Business Cycle Fund shall aim to provide long term growth by investing at least 80% of its net assets in equity and equity-related instruments (including equity ETFs) selected on the basis of business cycle. This fund may also invest up to 20% of its net assets into debt & money market instruments (including debt ETFs), up to 20% into Gold & Silver ETFs, or up to 10% in REITs & InVITs. Investments in Foreign Securities shall not be more than 20%.The scheme under the theme/investment strategy will invest in equity and equity related securities based on the business cycle through dynamic allocation between various sectors and stocks at various stages of the business cycle. As such the scheme will have the flexibility to invest across sectors and market cap. The scheme would aim to deploy the business cycle approach in investing by identifying economic trends and investing in the sectors and stocks that are likely to outperform at any given stage of the business cycle.
The scheme would follow the top-down approach of portfolio construction to identify the stage of the business cycle, through domestic and global risk appetite and liquidity analytics, to arrive at a risk on/risk off assessment for sectors and stocks
The product is suitable for investors who are seeking capital appreciation over the long term. An equity scheme that invests predominantly in Indian markets with a focus on riding business cycles through dynamic allocation between various sectors and stocks at different stages of business cycles.
