Quantum Equity Fund Of Funds - Regular Plan Growth Option

Equity | Multi - Cap

(NAV as of 18/04/2024)

70.69 (-0.39)

3Y Returns

17.69%

Min SIP

₹100

Min Lumpsum

₹500

Expense Ratio

0.75%

Fund Size

₹110 Cr

Inception Date

01-Apr-17

Fund Manager

Chirag Mehta

Exit Load

Nil upto 10% of Units and 1% For remaining Units on or before 365D, Nil after 365D.

Wealthzi View

Fund Traits

Zi Tags

Description

Market Risk / Risk Taken Compared to Benchmark

This fund has taken less risk than the Nifty 500 TRI benchmark and its beta is less than Multi - Cap category average when compared on the 5 year period.

Fund Size

This fund has a low range AUM which may create liquidity issues in unforeseen times.

SIP Returns

This fund has given less SIP returns than the Nifty 500 TRI benchmark and among the bottom quartile in Multi - Cap category when compared on the 5 year period.

Risk Adjusted Returns

This fund has given lower risk adjusted returns than the Nifty 500 TRI benchmark and among the bottom quartile in Multi - Cap category when compared on the 5 year period.

Extra Returns Over Benchmark

This fund has not beaten the Nifty 500 TRI benchmark and among the bottom quartile in Multi - Cap category when compared on a 3 year rolling period.

Returns Consistency

This fund has given less returns than the Nifty 500 TRI benchmark and among the bottom quartile in Multi - Cap category when compared on a 3 year rolling period.

Performance Against Inflation

This fund has given better inflation beating returns than the Nifty 500 TRI benchmark and among the top quartile in Multi - Cap category when compared on a 3 year rolling period.

Overall Fund Zi Tag

Market Risk / Risk Taken Compared to Benchmark

→

Fund Size

→

SIP Returns

→

Risk Adjusted Returns

→

Extra Returns Over Benchmark

→

Returns Consistency

→

Performance Against Inflation

→

Overall Fund Zi Tag

Asset Allocation

Equity

0.00%

Debt & Others

100.00%

Market Cap Allocation

Large Cap

0.00%

Mid Cap

0.00%

Small Cap

0.00%

Other Cap

100.00%

Sector Allocation

Mutual Fund Units

98.24%

Cash/Deposits/Margins/Treps/Repo/Swaps

1.76%

Top Ten Holdings

360 ONE Focused Equity Fund - Direct Plan - Growth Option*

13.30%

Sundaram Large and Midcap Fund - Direct Plan - Growth Option*

13.11%

Kotak Flexicap Fund - Direct Plan - Growth Option*

12.92%

SBI Magnum MIDCAP FUND - Direct Plan - Growth Option*

12.73%

Mirae Asset Large Cap Fund - Direct Plan - Growth Option*

12.71%

Investment Objective

To Generate Long-Term Capital Appreciation By Investing In A Portfolio Of Open-Ended Diversified Equity Schemes Of Mutual Funds Registered With Sebi. There Can Be No Assurance Of Positive Returns From Following The Stated Investment Strategy.

Fund House Detail

AMC Name

Quantum Asset Management Company Private Limited

Scheme Document

https://www.quantumamc.com/fund-related-documents/sid/13

Address

7th Floor, Hoechst House,Nariman PointMumbai - 400 021

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Union Multicap Fund-Direct Plan-Growth

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Canara Robeco Multi Cap Fund Direct Plan Growth

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40.32%

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Lic Mf Multi Cap Fund Direct Plan-Growth

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Hdfc Multi Cap Fund - Direct Plan - Growth Option

49.27%

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