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Quantum Equity Fund of Funds - Regular Plan Growth Option

Category: Fund of Funds-Domestic
Launch Date: 01-04-2017
Asset Class: Equity
Benchmark: S&P BSE 200 TRI
Expense Ratio: 0.63% As on (31-08-2018)
Status: Open Ended Schemes(Other Scheme - FoF Domestic) for subscription
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 25.81 Cr As on (31-08-2018)
Turn over: 53.73%
NAV as on 19-10-2018

32.06

-0.32 (-0.9825%)

CAGR Since Inception

4.1%

S&P BSE 200 TRI 11.86%

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

Scheme Performance (%)

Data as on - 19-10-2018

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 - Regular 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 - Regular Plan Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quantum Equity Fund of Funds - Regular Plan Growth Option - 0.58 - 0.97 - -
Fund of Funds-Domestic - - - - - -

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

Period
Data as on - 19-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Quantum Equity Fund of Funds - Regular Plan Growth Option 01-04-2017 -4.28 0.0 0.0 0.0 0.0
Aditya Birla Sun Life Gold Fund-Growth 20-03-2012 7.67 1.93 6.18 -0.2 0.0
Axis Gold Fund - Growth Option 14-10-2011 7.09 -0.61 4.11 -1.81 0.0
Invesco India Gold Exchange Traded Fund 12-03-2010 7.01 1.47 4.34 0.97 0.0
Reliance Gold Savings Fund-Growth plan- Growth Option 07-03-2011 6.66 1.05 4.54 -0.86 0.0
ICICI Prudential Advisor Series - Conservative Fund - Growth 18-12-2003 6.49 10.29 10.61 12.91 12.63
Quantum Gold Savings Fund - Regular Plan Growth Option 01-04-2017 5.96 0.0 0.0 0.0 0.0
IDBI Gold Fund 14-08-2012 5.72 0.15 2.78 -0.12 0.0
HDFC Gold Fund - Growth Option 01-11-2011 5.59 1.05 4.49 -0.66 0.0
SBI Gold Fund Regular Plan - Growth 12-09-2011 5.55 1.18 4.37 -0.82 0.0

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

Asset Allocation (%)

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