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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: NIFTY 50 TRI(40.00), CRISIL Liquid Debt A-I Index(25.00), CRISIL Dynamic Bond A-III Index(20.00), Domestic Price of Gold(15.00)
TER: 0.47% As on (30-11-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 59.88 Cr As on 29-11-2024(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 90 days
NAV as on 03-01-2025

31.7351

-0.04 (-0.132%)

CAGR Since Inception

9.18%

Benchmark: 13.48%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
-
vs
AK Multi Asset Allocation 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
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 4.38
Sharpe Ratio 0.92
Alpha 1.28
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 12.94 12.8 10.6 10.42 -
HSBC Managed Solutions - Growth - Growth 30-04-2014 25.92 27.81 19.47 23.22 20.63
HSBC Managed Solutions - Moderate - Growth 30-04-2014 20.82 22.22 15.09 18.01 13.58
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 20.28 21.49 18.08 20.69 14.48
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 19.07 23.37 17.52 - -
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 18.53 21.23 15.18 17.0 12.47
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 17.69 20.17 13.64 16.09 11.97
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 17.52 19.14 12.85 - -
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 16.98 19.2 11.7 13.6 9.79
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 16.96 20.66 14.63 - -

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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