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: 1.98% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 0.0
Minimum Topup: 0.0
Total Assets: 18.87 Cr As on (31-03-2024)
Turn over: - | Exit Load: Exit load of 1%, if redeemed within 90 days.

10.08

0.8%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 Scheme is to generate long term capital appreciation / income by investing in Diversified portfolio of Equity & Equity Related Instruments, Debt & Money Market Instruments and Gold Related Instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Quantum Multi Asset Allocation Fund - Regular Plan Growth Option 07-03-2024 - - - - -
Quant Multi Asset Fund-GROWTH OPTION - Regular Plan 21-03-2001 49.3 24.07 28.68 28.74 17.24
UTI Multi Asset Allocation Fund - Regular Plan - Growth Option 19-11-2008 40.61 23.65 18.32 14.42 10.68
ICICI Prudential Multi-Asset Fund - Growth 31-10-2002 34.5 21.95 25.57 19.67 16.13
Nippon India Multi Asset Fund - Regular Plan - Growth Option 05-08-2020 33.49 18.72 17.09 - -
Baroda BNP Paribas Multi Asset Fund - Regular Plan - Growth Option 19-12-2022 31.17 - - - -
SBI Multi Asset Allocation Fund - Regular Plan - Growth 21-12-2005 29.59 17.43 16.17 14.46 11.73
Tata Multi Asset Opportunities Fund-Regular Plan-Growth 04-03-2020 28.39 16.78 16.66 - -
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth 31-01-2023 25.59 - - - -
HDFC Multi-Asset Fund - Growth Option 05-08-2005 23.35 14.98 14.75 14.23 11.26

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

2.44%

Others

60.31%

Large Cap

34.77%

Mid Cap

2.48%

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