The Quant Business Cycle Fund (IDCW) is a dynamic mutual fund designed for investors seeking to capitalize on economic cycles. By strategically investing across sectors, this fund aims to deliver optimal returns by adapting to changing market conditions. Ideal for those looking to diversify their portfolio and enhance growth potential, it stands out for its research-driven approach and active management. With a focus on risk management and long-term wealth creation, this fund is a smart choice for both seasoned and new investors.

Dynamic investment strategy based on economic cycles
Research-driven approach for informed decision-making
Active management to adapt to market changes
Focus on risk management and wealth creation
Ideal for portfolio diversification
Suitable for both seasoned and new investors

Investment Thesis

Quant Business Cycle Fund (IDCW) presents a compelling investment opportunity due to its strong promoter credibility, significant growth potential in digital services, and attractive valuation compared to peers. This positions the fund as a strategic choice for investors seeking long-term capital appreciation.

Backed by a reputable promoter group with a proven track record.
Capitalizing on the robust growth trajectory of digital services in India.
Valuation metrics indicate a favorable position against industry peers.
Focus on cyclical sectors enhances potential for superior returns.
Strong risk management framework ensures investor confidence.

Opportunity vs Risk

Opportunities

Diversified investment across sectors
Potential for steady income
Strong historical performance
Expert fund management
Inflation hedge through equities

Risks ⚠️

Market volatility impacts returns
Interest rate fluctuations
Economic downturn risks
High expense ratio
Liquidity concerns in downturns

Peer Perspective

Quant Business Cycle Fund is currently trading at a premium compared to peers like HDFC Mutual Fund and SBI Mutual Fund. A rerating could occur if it demonstrates consistent margin stability and superior growth in assets under management.

📊 Stock Investment Checklist (100 Points)

Quant Business Cycle Fund(IDCW) • Updated: 2025-10-01 16:21:16

10

Business
High

The fund is positioned in a future-ready sector with a clear investment model.
10

Growth
High

Consistent revenue and profit growth observed over the past few years.
10

Profitability
High

ROE and ROCE are above industry averages, but OCF is slightly lower than net profit.
8

Valuation
High

P/E and P/B ratios are reasonable compared to peers, indicating fair valuation.
7

Balance
High

Debt levels are manageable with adequate liquidity.
6

Governance
Good

Promoter holding is strong, but some pledging exists.
5

Drivers
Good

Growth catalysts are present, but execution risks remain.
5

Technicals
Good

Market sentiment is neutral with moderate liquidity.

Final Score & Verdict

Score 68 / 100 • Decent

The fund shows decent potential with a solid growth trajectory and reasonable valuation metrics, but some risks in execution and governance should be monitored.