What is the 1-year rolling return of quant Business Cycle Fund?

Across 590 overlapping 1-year holding periods between 31 May 2023 and 16 October 2026, the Direct plan of quant Business Cycle Fund returned an average of 12.35% a year, with a median of 3.34%. The best 1-year stretch returned 73.88% a year and the worst returned -20.27%.

Has quant Business Cycle Fund ever lost money over 1 years?

Yes. 40.2% of the 590 1-year holding periods in this fund's history ended below zero. The worst returned -20.27% a year, for someone who invested on 27 September 2024 and sold on 26 September 2025.

What is the difference between the Direct and Regular plans of quant Business Cycle Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 1-year rolling returns averaged 12.35% a year on the Direct plan against 10.65% on the Regular plan, a difference of 1.70% a year.

What is the 3-year rolling return of quant Business Cycle Fund?

quant Business Cycle Fund has 99 windows at the 3-year holding period, because its NAV record begins on 31 May 2023. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

quant Mutual Fund

quant Business Cycle Fund — rolling returns

Opportunities & Special Situations · NAV data as of 16 October 2026

833 daily NAV records since 31 May 2023

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 590 separate one-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

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Index or category average

Direct plan · showing data from 31 May 2023 to 16 October 2026

This range is too short for a 5-year holding period. It needs at least 5 years of NAV data; the selected range covers 31 May 2023 to 16 October 2026. Pick a shorter period or widen the range.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for quant Business Cycle Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	12.35%	15.52%	—	—	—
Median	3.34%	15.53%	—	—	—
Minimum	-20.27%	9.94%	—	—	—
Maximum	73.88%	20.32%	—	—	—
Std deviation	26.67%	3.37%	—	—	—
Consistency
Above 0%	59.83%	100.00%	—	—	—
Above 8%	31.69%	100.00%	—	—	—
Above 12%	27.12%	77.78%	—	—	—
Above 15%	26.27%	56.57%	—	—	—
Coverage
Windows computed	590	99	—	—	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share.

5-year rolling returns for quant Business Cycle Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	—	—
Best window	—	—
Worst window	—	—
Windows computed	—	—

Common questions about quant Business Cycle Fund

What is the 1-year rolling return of quant Business Cycle Fund?: Across 590 overlapping 1-year holding periods between 31 May 2023 and 16 October 2026, the Direct plan of quant Business Cycle Fund returned an average of 12.35% a year, with a median of 3.34%. The best 1-year stretch returned 73.88% a year and the worst returned -20.27%.
Has quant Business Cycle Fund ever lost money over 1 years?: Yes. 40.2% of the 590 1-year holding periods in this fund's history ended below zero. The worst returned -20.27% a year, for someone who invested on 27 September 2024 and sold on 26 September 2025.
What is the difference between the Direct and Regular plans of quant Business Cycle Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 1-year rolling returns averaged 12.35% a year on the Direct plan against 10.65% on the Regular plan, a difference of 1.70% a year.
What is the 3-year rolling return of quant Business Cycle Fund?: quant Business Cycle Fund has 99 windows at the 3-year holding period, because its NAV record begins on 31 May 2023. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Other Opportunities & Special Situations funds

5-year rolling return (Direct)

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.