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Quantum Equity Fund of Funds - Direct Plan Growth Option

Category: Equity Funds Diversified
Launch Date: 20-07-2009
Asset Class: Equity
Benchmark: S&P BSE 200
Expense Ratio: 0.51% As on (31-03-2018)
Status: Open Ended Schemes(Fund of Funds - Domestic) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 21.78 Cr As on (31-03-2018)
Turn over: 53.73%
NAV as on

(%)

CAGR Since Inception

%

S&P BSE 200 13.87%

PERFORMANCE of Quantum Equity Fund of Funds - Direct Plan Growth Option

Scheme Performance (%)

Data as on - 22-05-2018

Yearly Performance (%)

Fund Managers

Prof. Chirag Mehta

He has pursued M.Com from Mumbai University and CAIA. He has more than 7 years of experience in financial services industry. He has worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd)

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.

RETURNS CALCULATOR for Quantum Equity Fund of Funds - Direct Plan Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Quantum Equity Fund of Funds - Direct Plan Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quantum Equity Fund of Funds - Direct Plan Growth Option 13.16 0.98 2.01 0.91 - -
Equity Funds Diversified

PEER COMPARISION of Quantum Equity Fund of Funds - Direct Plan Growth Option

Period
Data as on - 22-05-2018
Scheme Name Launch
Date
1-Year
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10-Yrs
Ret (%)

PORTFOLIO ANALYSIS of Quantum Equity Fund of Funds - Direct Plan Growth Option

Asset Allocation (%)

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