Quantum Multi Asset Fund - Regular Plan Growth Option

Fund Returns

NAV Rs. 21.99 -0.16 %
(as on Jan. 15, 2021)
1 yr Return 13.82 %
3 yr. Return 8.54 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 21.99 -0.16 %
(as on Jan. 15, 2021)
13.82 % 8.54 % N/A

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date April 1, 2017
Fund Size Rs. 26.71 cr.
Category Hybrid | Multi Asset Allocation
Fund Manager Chirag Mehta
AMC Quantum Asset Management Company Private Limited
Fund Benchmark Crisil Composite Bond Fund Index (40%)+ S&P BSE SENSEX Total Return Index (40%)+ Domestic Price Of Gold (20%)
Risk Profile Balanced
Risk Rating 5 / 10

Investment Information

Min. Investment Rs. 500.00
Min. Investment SIP Rs. 500.00
Expense Ratio 0.47 %
Exit load 1% on or before 90D, Nil after 90D

Investment Objective

The investment objective of the scheme is to generate better returns by investing in a combined portfolio of equity, debt / money markets and gold schemes of quantum mutual fund

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 2.46 7.04 12.02 13.82 8.54 -
Rank Within Category 72 44 None 19 None None

Fund Schemes Concentrations

# of Securities 22
Top 10 Securities 264.13 %
Top 5 Securities 184.55 %
Top 3 Securities 136.45 %
# of Sectors 3
Top 10 Sectors 100.0 %
Top 5 Sectors 100.0 %
Top 3 Sectors 100.0 %

AMC Contact Information

AMC Quantum Asset Management Company Private Limited
Address 7th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
Email CustomerCare@QuantumAMC.com
Website https://quantumamc.com/default.html

Scheme Details

Launch Date April 1, 2017 Fund Size Rs. 26.71 cr.
Category Hybrid | Multi Asset Allocation Fund Manager Chirag Mehta
AMC Quantum Asset Management Company Private Limited Fund Benchmark Crisil Composite Bond Fund Index (40%)+ S&P BSE SENSEX Total Return Index (40%)+ Domestic Price Of Gold (20%)
Risk Profile Balanced Risk Rating 5 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 500.00 Rs. 500.00 0.47 % 1% on or before 90D, Nil after 90D

Investment Objective

The investment objective of the scheme is to generate better returns by investing in a combined portfolio of equity, debt / money markets and gold schemes of quantum mutual fund

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 2.46 7.04 12.02 13.82 8.54 -
Rank Within Category 72 44 None 19 None None

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Quantum Multi Asset Fund - Regular Plan Growth Option 13.82 8.54 - 26.71
Quant Absolute Fund-Growth Option 42.07 13.74 15.67 6.71
Quant Unconstrained Fund-GROWTH OPTION 26.10 13.69 11.1 13.56
Kotak Asset Allocator Fund Growth 25.97 13.68 13.31 86.96
Union Balanced Advantage Fund - Regular Plan - Growth Option 23.39 11.7 - 517.09
BNP PARIBAS SUBSTANTIAL EQUITY HYBRID FUND- REGULAT PLAN -GROWTH OPTION 17.16 11.58 - 482.52

Fund Schemes Concentrations

# of Securities 22
Top 10 Securities 264.13 %
Top 5 Securities 184.55 %
Top 3 Securities 136.45 %
# of Sectors 3
Top 10 Sectors 100.0 %
Top 5 Sectors 100.0 %
Top 3 Sectors 100.0 %

AMC Contact Information

AMC Quantum Asset Management Company Private Limited
Address 7th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
Email CustomerCare@QuantumAMC.com
Website https://quantumamc.com/default.html