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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 (30-06-2018)
Status: Open Ended Schemes(Other Scheme - Other ETFs) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4.73 Cr As on (31-07-2018)
Turn over: 35.3%
NAV as on 17-08-2018

1162.2173

8.67 (0.746%)

CAGR Since Inception

11.24%

Nifty 50 TRI 14.16%

PERFORMANCE of Quantum Nifty ETF

Scheme Performance (%)

Data as on - 17-08-2018

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 - 17-08-2018
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 8.61 12.28 9.02 15.23 10.09
ICICI Prudential Nifty Low Vol 30 ETF 27-06-2017 17.7 0.0 0.0 0.0 0.0
HDFC Nifty 50 ETF - Growth Option 09-12-2015 17.36 16.77 0.0 0.0 0.0
Reliance ETF Nifty BeES 28-12-2001 17.36 0.0 0.0 0.0 0.0
Edelweiss ETF - Nifty 50 08-05-2015 17.34 17.53 12.54 0.0 0.0
SBI-ETF Nifty 50 01-07-2015 17.34 16.83 12.09 0.0 0.0
IDFC Nifty ETF 30-09-2016 17.23 0.0 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Quantum Nifty ETF

Asset Allocation (%)

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