Quantum Equity Fund of Funds - Regular Plan Growth Option

Fund House: Quantum Mutual Fund
Category: Fund of Funds-Domestic-Equity
Launch Date: 05-04-2017
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
TER: 0.75% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 117.41 Cr As on (30-04-2024)
Turn over: - | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days.

73.913

13.41%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 0 Months
3 Years 8 Months
4 Years 3 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to achieve long-term capital appreciation by investing in a portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.84
Sharpe Ratio 1.01
Alpha -0.54
Beta 0.87
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Quantum Equity Fund of Funds - Regular Plan Growth Option 05-04-2017 34.57 23.27 17.8 16.65 -
Nippon India Nifty Next 50 Junior BeES FoF - Growth Plan - Growth Option 05-02-2019 65.05 31.48 23.23 20.89 -
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth 01-01-2022 59.46 33.16 - - -
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF - Growth 02-09-2021 50.91 31.31 - - -
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Regular Growth 22-09-2021 48.54 27.8 - - -
ICICI Prudential India Equity FOF - Growth 05-02-2020 47.91 29.04 24.33 - -
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth 05-04-2022 43.61 18.93 - - -
Nippon India Passive Flexicap FoF - Regular Plan - Growth Option 30-12-2020 36.47 23.05 18.53 - -
Axis Equity ETFs FOF - Regular Plan - Growth Option 05-02-2022 35.9 23.18 - - -
ICICI Prudential S&P BSE 500 ETF FOF - Growth 02-12-2021 35.66 23.02 - - -

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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