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,BSE Sensex TRI,Domestic Price of Gold
TER: 0.47% As on (30-06-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 58.02 Cr As on 31-07-2024(Source:AMFI)
Turn over: - | Exit Load: Exit load of 1% if redeemed within 90 days

31.0927

9.37%

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 4.38
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 17.82 13.19 10.69 10.78 -
Mirae Asset Equity allocator Fund Of Fund Regular Growth 15-09-2020 36.15 23.11 18.21 - -
HSBC Managed Solutions - Growth - Growth 30-04-2014 35.75 26.8 20.69 24.45 21.15
Aditya Birla Sun Life Financial Planning Fund - Aggressive Plan - Regular Plan - Growth Option 09-05-2011 31.66 21.84 16.02 18.45 13.51
Nippon India Asset Allocator FoF - Regular Plan - Growth Option 07-02-2021 30.39 23.96 18.34 - -
Aditya Birla Sun Life Asset Allocator FoF- Regular Plan - Growth Option 17-08-2006 29.1 19.43 13.79 17.06 12.97
HSBC Managed Solutions - Moderate - Growth 30-04-2014 28.5 21.08 15.93 18.9 14.06
Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth 01-08-2004 28.4 23.69 18.78 21.21 15.09
BANDHAN Asset Allocation Fund - Regular Plan - Aggressive Plan - Growth 20-02-2010 27.22 18.52 13.06 14.88 10.8
Motilal Oswal Asset Allocation FOF- A- Regular Growth 10-03-2021 25.37 17.49 13.47 - -

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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