Quantum Equity Fund Of Funds Direct Plan Growth Option | Pros & Cons NAV(48.79)

Quantum Equity Fund Of Funds Direct Plan Growth Option

Equity: Flexi Cap

Fund Information

Objective

To generate long-term capital appreciation by investing in a portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI.

Very High Risk

Nifty 500

Benchmark

2009-07-20

Launched On

Type

Min SIP

500

Min Investment

78

AUM in Crores

0.51

Expense Ratio

1.00

Exit Load

Quantum Asset Management Company Private Limited

Fund House

Chirag Mehta

Fund Managers

Quantum Equity Fund Of Funds Direct Plan Option Pros & Cons

Pros

  • Lower Expense Ratio

Cons

  • Quantum Equity Fund Of Funds Direct Plan Growth Option has under performed index in 2017-2020 years
  • Quantum Equity Fund Of Funds Direct Plan Growth Option is ranking 51st in last 5 years

Average Returns

Fund Name1Y (%)3Y (%)5Y (%)7Y (%)10Y (%)15Y (%)
Quantum Equity Fund Of Funds Direct Plan Growth Option 
16.3517.0312.4511.0414.25
Nifty 500
18.3920.2315.211.9814.0211.52

Quantum Equity Fund Of Funds Direct Plan Option Rolling Returns

Fund Name3 Year (%)5 Year (%)
AverageMaxMinAverageMaxMin
Quantum Equity Fund Of Funds Direct Plan Growth Option 
12.4130.45-6.0113.923.38-0.14
Nifty 500
15.9768.86-21.7316.7451.34-1.4

Risk Parameters

Fund NameMeanStdSharpeBetaAlpha
Quantum Equity Fund Of Funds Direct Plan Growth Option 
-----
Nifty 500
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Risk Parameters are calculated for the last 3 years data.

Calender Year Returns

Performance

Best PerformanceWorst Performance
PeriodReturnsPeriodReturns
Week2020-04-03 - 2020-04-10
10.91
2020-03-16 - 2020-03-23
-17.31
Month2014-05-07 - 2014-06-07
20.95
2020-02-24 - 2020-03-24
-32.69
Quarter2014-02-10 - 2014-06-10
39.51
2019-12-04 - 2020-04-04
-29.56
Year2020-03-23 - 2021-03-23
82.66
2019-04-05 - 2020-04-05
-27.62

Portfolio

Stock NameSector% of Total Holdings
Invesco India Mid Cap Direct-GFinancial11.91
Axis Bluechip Direct-GFinancial10.99
Mirae Asset Large Cap Direct-GFinancial10.95
UTI Flexi Cap Direct-GFinancial10.88
Canara Robeco Bluechip Equity Direct-GFinancial10.87
Principal Emerging Bluechip Fund Direct-GrFinancial10.78
Canara Robeco Emerging Equities Direct-GFinancial10.71
Kotak Flexicap Direct-GFinancial10.65
Invesco India Growth Opportunities Direct-GFinancial10.57

AUM Yearly

YearScheme Total AumCategory Total Aum
202165.990.00
202057.840.00
201945.7813127.64

Quantum Equity Fund Of Funds Direct Plan Option Details

Quantum Equity Fund Of Funds Direct Plan Growth Option is a mutual fund scheme launched by Quantum Asset Management Company Private Limited.This fund has been launched on 2009-07-20. Quantum Equity Fund Of Funds Direct Plan Growth Option currently has 78 crores of assets under management (AUM) and has an expense ratio of 0.51 which is lower than what most other Large Cap funds charge.


Quantum Equity Fund Of Funds Direct Plan Growth Option has given returns of 16.35% in the last 1 year and 17.03% in the last 3 years. And since launch the fund has given 13.37% returns.


This fund invests in companies which are fundamentally strong and having growth potential.


Min sip to invest in this fund is Rs. and lumpsum investment is Rs.500.

The top holdings of the fund are Invesco India Mid Cap Direct-G , Axis Bluechip Direct-G , Mirae Asset Large Cap Direct-G , UTI Flexi Cap Direct-G , Canara Robeco Bluechip Equity Direct-G

Frquently Asked Questions

1. What is the NAV of Quantum Equity Fund Of Funds Direct Plan Option?

The current Net Asset Value (NAV) of the Quantum Equity Fund Of Funds Direct Plan Option is 48.79

2. Quantum Equity Fund Of Funds Direct Plan Option Rolling Returns

The 3 year rolling returns of the Quantum Equity Fund Of Funds Direct Plan Option:

  • Mean : 12.41%
  • Max : 30.45%
  • Min : -6.01%

3. How do I invest in Quantum Equity Fund Of Funds Direct Plan Option?

  1. Click here Invest Now
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  3. Invest and enjoy the returns

Quantum Equity Fund Of Funds Direct Plan Growth Option



Investment Duration 3 years

Disclaimer

Please note that these calculators are for illustrations only and do not represent actual returns. Mutual Funds do not have a fixed rate of return and it is not possible to predict the rate of return.