MonitorDirect · Growth
quant Business Cycle Fund
quant Mutual FundEquity Scheme - Sectoral/ Thematic3.3 years
The scheme seeks 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.
- NAV
- 17.0743
- 15 Sept 2026
- 1Y
- +4.3%
- Trailing CAGR
- Upside capture
- +120%
- Vs NIFTY 500 TRI
- Downside capture
- +100%
- Lower is better
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+4.3%
- 3Y+11.4%
- 5Yn/a
- 10Yn/a
- SI+17.6%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+7.4%
- 3Y+4.4%
- 5Yn/a
- 10Yn/a
- Since inception
- +17.6%
- Calendar-day CAGR
- Excess 1Y
- +0.9%
- Category median, same plan and option
- 3Y win rate
- +91%
- Windows beating the median
- 3Y percentile
- 48
- Vs comparable share classes
- Worst rolling 3Y
- +11.3%
- 75 daily-ending windows
- Median rolling 3Y
- +16.6%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- +4.4%
- Simulated monthly SIP
Official benchmark
Date-aligned against NIFTY 500 TRI. Capture ratios use common month-end observations through 16 Sept 2026.
- 1Y excess
- +6.7%
- Fund minus TRI
- 3Y excess
- +2.0%
- Fund minus TRI
- Upside capture
- +120%
- Benchmark-up months
- Downside capture
- +100%
- Lower is better
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 5 days
- 34 recovered episodes
- Longest recovery
- 20 days
- Trough to prior peak
- Current spell
- 718 days
- Days below latest peak
- Time below peak
- +84%
- NAV observations
27 Sept 2024 – open
Trough 30 Mar 2026 · not recovered
-29.2%
23 Feb 2024 – 2 Apr 2024
Trough 13 Mar 2024 · recovered in 20 days
-9.2%
3 Jun 2024 – 12 Jun 2024
Trough 4 Jun 2024 · recovered in 8 days
-7.8%
11 Sept 2023 – 7 Nov 2023
Trough 26 Oct 2023 · recovered in 12 days
-4.6%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
48
Vs category
56
Consistency
62
Risk-adjusted
62
Drawdown
27
Mean
51
Portfolio
31 Aug 2026 · 28 holdings · top 10 are 90.3%.
- Top 5
- 58.6%
- Top 10
- 90.3%
- Largest holding
- 23.8%
- Effective holdings
- 7.9
Repo
Unspecified
23.8%
DEWAN HOUSING FINANCE CORP. LTD. EQ
Financial
10.9%
Aurobindo Pharma Ltd
Healthcare
10.1%
Reliance Industries Limited_29/09/2026
Energy & Utilities
9.3%
Indus Towers Ltd
Technology
8.6%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 91% of rolling 3-year windows.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Kotak Business Cycle Fund
Kotak Mahindra Mutual Fund
- 1Y
- +2.5%
- 3Y
- +14.5%
- Vol
- 12.6%
- Max DD
- -18.4%
- Sharpe
- 0.82
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
Motilal Oswal Active Momentum Fund
Motilal Oswal Mutual Fund
- 1Y
- +25.5%
- 3Y
- n/a
- Vol
- 17.1%
- Max DD
- -16.6%
- Sharpe
- 1.25
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher TER
Nippon India Innovation Fund
Nippon India Mutual Fund
- 1Y
- +0.2%
- 3Y
- +13.9%
- Vol
- 14.1%
- Max DD
- -21.5%
- Sharpe
- 0.68
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Aditya Birla Sun Life Business Cycle Fund
Aditya Birla Sun Life Mutual Fund
- 1Y
- +5.9%
- 3Y
- +11.6%
- Vol
- 13.8%
- Max DD
- -17.8%
- Sharpe
- 0.48
- 3Y win
- +7%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Caveat: Higher TER
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan
Aditya Birla Sun Life Mutual Fund
- 1Y
- -2.5%
- 3Y
- +20.3%
- Vol
- 16.8%
- Max DD
- -42.2%
- Sharpe
- 0.20
- 3Y win
- n/a
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown