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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 (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 61.99 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 90 days
NAV as on 17-04-2025

32.9899

0.21 (0.645%)

CAGR Since Inception

9.36%

Benchmark: 13.1%

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 11.84 14.42 11.33 12.07 -
Franklin India Multi - Asset Solution Fund of Funds- Growth Plan 05-11-2014 13.72 16.18 11.54 9.73 7.06
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 13.24 23.26 17.21 - -
ICICI Prudential Passive Multi-Asset Fund of Funds - Growth 13-01-2022 12.41 14.6 12.21 - -
HDFC Asset Allocator Fund of Funds - Growth Option 01-05-2021 12.21 18.84 14.63 - -
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 11.55 20.57 13.82 17.92 11.59
HSBC Aggressive Hybrid Active FOF - Growth 30-04-2014 11.24 23.7 17.77 26.53 18.38
Aditya Birla Sun Life Financial Planning Fund - Moderate Plan - Regular Plan - Growth Option 09-05-2011 11.1 17.42 12.41 15.81 10.27
Aditya Birla Sun life Financial Planning Fund - Conservative Plan - Regular Plan - Growth Option 09-05-2011 11.05 14.28 10.93 12.49 8.83
Motilal Oswal Asset Allocation FOF- C- Regular Growth 12-03-2021 10.75 14.68 10.59 - -

Scheme Characteristics

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

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

100.0%

Scheme Documents

March 2025

Monthly Portfolio Disclosures - March 2025

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