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 (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 127.75 Cr As on 31-10-2024(Source:AMFI)
Turn over: - | Exit Load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days.

79.892

13.6%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 200 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
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 28.46 21.33 14.01 17.18 -
Mirae Asset S&P 500 Top 50 ETF Fund of Fund Regular Growth 22-09-2021 57.06 42.37 20.06 - -
Nippon India Nifty Next 50 Junior BeES FoF - Growth Plan - Growth Option 01-02-2019 46.25 26.73 17.01 19.59 -
Mirae Asset Nifty India Manufacturing ETF FOF - Regular Plan - Growth 01-01-2022 36.99 28.53 - - -
ICICI Prudential India Equity FOF - Growth 05-02-2020 34.81 28.15 20.33 - -
Tata Nifty India Digital ETF Fund of Fund -Regular Plan-Growth 05-04-2022 34.56 28.9 - - -
ICICI Prudential Nifty Alpha Low - Volatility 30 ETF FOF - Growth 02-09-2021 31.89 26.06 16.94 - -
ICICI Prudential Thematic Advantage Fund (FOF) - Growth 18-12-2003 29.39 24.14 17.56 24.63 15.78
Aditya Birla Sun Life Multi-Index Fund Of Fund-Regular Growth 14-10-2022 27.31 21.56 - - -
ICICI Prudential Passive Strategy Fund (FOF) - Growth 18-12-2003 26.72 21.95 15.88 17.96 12.83

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

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