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Quantum Nifty ETF

Category: ETFs
Launch Date: 10-07-2008
Asset Class: Equity
Benchmark: Nifty 50 TRI
Expense Ratio: 0.09% As on (31-08-2018)
Status: Open Ended Schemes(Other Scheme - Other ETFs) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4.63 Cr As on (31-08-2018)
Turn over: 35.17%
NAV as on 19-10-2018

1045.0764

-15.16 (-1.4509%)

CAGR Since Inception

9.9%

Nifty 50 TRI 13.56%

PERFORMANCE of Quantum Nifty ETF

Scheme Performance (%)

Data as on - 19-10-2018

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 - -
ETFs - - - - - -

PEER COMPARISION of Quantum Nifty ETF

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 Nifty ETF 10-07-2008 -5.3 6.19 6.03 10.2 12.96
Reliance ETF NV20 ETF 12-06-2015 14.62 16.34 12.37 0.0 0.0
Kotak NV 20 ETF - Dividend 26-11-2015 14.54 16.43 0.0 0.0 0.0
ICICI Prudential NV20 ETF 14-06-2016 14.23 16.0 0.0 0.0 0.0
IDBI Gold Exchange Traded Fund 09-11-2011 7.6 2.1 4.82 1.29 0.0
Axis Gold ETF 10-11-2010 7.13 0.17 3.39 0.45 0.0
KOTAK GOLD ETF 27-07-2007 7.06 1.42 4.29 0.91 8.46
Aditya Birla Sun Life Gold ETF 13-05-2011 6.97 1.47 4.37 0.87 0.0
ICICI Prudential Gold ETF 24-08-2010 6.96 1.08 4.11 0.84 0.0
SBI-ETF Gold 28-04-2009 6.81 1.31 4.24 0.97 0.0

PORTFOLIO ANALYSIS of Quantum Nifty ETF

Asset Allocation (%)

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