Quantum Multi Asset Allocation Fund - Regular Plan Growth Option
Fund House: Quantum Mutual Fund| Category: Hybrid: Multi Asset Allocation |
| Launch Date: 07-03-2024 |
| Asset Class: |
| Benchmark: CRISIL Short Term Bond Fund AII (45), NIFTY 50 TRI (40), Domestic Price of Gold (15) |
| TER: 1.96% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 35.61 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: - | Exit Load: NIL - if redeemed or switch out after 90 days from the date of allotment of units, 1.00% - if redeemed or switch out on or before 90 days from the date of allotment of units. |
11.53
-0.01 (-0.0867%)
11.51%
Benchmark: 13.1%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Multi Asset Allocation TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the Scheme is to generate long term capital appreciation / income by investing in Diversified portfolio of Equity and Equity Related Instruments, Debt and Money Market Instruments and Gold Related Instruments. There is no assurance that the investment objective of the scheme will be achieved.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
5.44%
Others
51.2%
Others
2.11%
Large Cap
39.21%
Mid Cap
2.04%
