Quantum Multi Asset Fund of Funds - Regular Plan Growth Option

(Erstwhile Quantum Multi Asset Fund - Regular Plan Growth Option)
Fund House: Quantum Mutual Fund
Category: Fund of Funds-Domestic-Hybrid
Launch Date: 05-04-2017
Asset Class: Mixed Asset
Benchmark: CRISIL Composite Bond Index,CRISIL Liquid Fund Index,S&P BSE Sensex TRI,Domestic Price of Gold
TER: 0.47% As on (30-04-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 54.93 Cr As on (30-04-2024)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 90 days

29.8292

9.08%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
S&P BSE India Bond Index
-
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
3 Years 3 Months
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 seeks to generate modest capital appreciation while trying to reduce risk (by diversifying risks across asset classes) from a combined portfolio of equity, debt / money markets and Gold schemes of Quantum Mutual Fund.

Current Asset Allocation (%)

Indicators

Standard Deviation 4.49
Sharpe Ratio 1.05
Alpha 1.27
Beta 0.35
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 Fund of Funds - Regular Plan Growth Option 05-04-2017 16.66 13.4 10.17 10.33 -
HSBC Managed Solutions - Growth - Growth 30-04-2014 36.72 28.1 22.49 22.77 21.09
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 34.81 23.42 18.79 - -
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 34.03 24.73 19.78 - -
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 32.06 21.76 16.78 16.48 13.8
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 31.47 25.69 20.88 20.6 15.76
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 30.91 19.61 14.84 15.82 13.62
HSBC Managed Solutions - Moderate - Growth 30-04-2014 28.89 21.92 17.15 17.36 13.98
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 27.81 18.9 14.21 - -
Franklin India Dynamic Asset Allocation Fund of Funds-Growth 31-10-2003 26.57 18.51 18.37 12.38 11.14

Scheme Characteristics

Minimum investment in the underlying fund - 95% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Feedback
Notification