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Quantum Nifty ETF

Category: Equity Funds Large Cap
Launch Date: 10-07-2008
Asset Class: Equity
Benchmark: Nifty 50 Total Return
Expense Ratio: 0.09% As on (31-03-2018)
Status: Open Ended Schemes(Other ETFs) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4.59 Cr As on (31-03-2018)
Turn over: 37.04%
NAV as on 18-05-2018

1066.1569

-8.7 (-0.816%)

CAGR Since Inception

10.57%

PERFORMANCE of Quantum Nifty ETF

Scheme Performance (%)

Data as on - 18-05-2018

Yearly Performance (%)

Fund Managers

Mr. Hitendra Parekh

Mr. Parekh is a B.Com (H) and Masters in Financial Management. Prior to joining Quantum AMC he has worked with Quantum Advisors Pvt. Ltd. UTI Securities Ltd.

Investment Objective

The principal investment objective of the scheme is to invest in stocks of companies comprising S&P CNX Nifty Index and endeavour to achieve return equivalent to the Nifty by passive investment.

RETURNS CALCULATOR for Quantum Nifty ETF

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 Nifty ETF

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Quantum Nifty ETF 13.44 0.51 -0.34 1.02 - -
Equity Funds Large Cap - - - - - -

PEER COMPARISION of Quantum Nifty ETF

Period
Data as on - 18-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Quantum Nifty ETF 10-07-2008 5.39 12.96 6.59 10.86 0.0
UTI Bluechip Flexicap Fund - Regular Plan - Growth option 30-01-2006 23.69 21.82 12.85 16.02 9.09
IDFC Focused Equity Fund-Regular Plan-Growth 16-03-2006 21.53 25.61 12.83 14.73 9.68
Kotak Classic Equity Scheme - Growth 27-07-2005 19.54 21.36 11.89 15.4 11.07
Reliance ETF Consumption 03-04-2014 19.48 20.01 14.41 0.0 0.0
Invesco India Growth Opportunities Fund - Growth 09-08-2007 18.47 21.08 12.43 18.22 11.93
Kotak NV 20 ETF - Dividend 26-11-2015 18.31 18.11 0.0 0.0 0.0
Reliance ETF NV20 ETF 12-06-2015 18.17 17.94 0.0 0.0 0.0
ICICI Prudential NV20 ETF 14-06-2016 17.8 0.0 0.0 0.0 0.0
Sundaram Select Focus-Inst Growth 15-04-2008 16.3 19.82 10.78 13.76 7.82

PORTFOLIO ANALYSIS of Quantum Nifty ETF

Asset Allocation (%)

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