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Quantum Equity Fund of Funds - Regular Plan Growth Option

Fund House: Quantum Mutual Fund
Category: Fund of Funds-Domestic-Equity
Launch Date: 05-04-2017
Asset Class: Equity
Benchmark: BSE 200 TRI
TER: 0.75% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 128.1 Cr As on 29-11-2024(Source:AMFI)
Turn over: - | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
NAV as on 01-01-2025

80.715

0.23 (0.2862%)

CAGR Since Inception

13.55%

Benchmark: 14.66%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
NIFTY 200 TRI
-
Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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
0 Years 0 Months
3 Years 8 Months
4 Years 3 Months
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 aims to achieve long-term capital appreciation by investing in a portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI.

Current Asset Allocation (%)

Indicators

Standard Deviation 11.57
Sharpe Ratio 0.91
Alpha -0.18
Beta 0.88
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 Equity Fund of Funds - Regular Plan Growth Option 05-04-2017 19.8 22.22 14.0 17.02 -
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Regular Growth 22-09-2021 63.48 49.13 22.97 - -
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth 05-04-2022 30.98 32.9 - - -
Mirae Asset Hang Seng TECH ETF Fund of Fund Regular Plan - Growth Option 03-12-2021 29.63 10.47 -0.2 - -
Nippon India Nifty Next 50 Junior BeES FoF - Growth Plan - Growth Option 01-02-2019 28.01 27.18 17.61 19.46 -
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth 01-01-2022 25.44 29.07 - - -
ICICI Prudential India Equity FOF - Growth 05-02-2020 23.29 28.54 20.71 - -
ICICI Prudential Thematic Advantage Fund (FOF) - Growth 18-12-2003 22.98 24.73 17.98 24.35 15.71
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth 14-10-2022 18.01 21.48 - - -
ICICI Prudential Global Advantage Fund (FOF) - Growth Option 05-10-2019 17.85 14.12 5.34 6.7 -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

There are no scheme documents available

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