Quantum Equity FoF Direct
The investment objective of the scheme is 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.
Suitability
This product is suitable for investors who are seeking
• Long term capital appreciation
• Investments in portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI whose underlying investments are in equity and equity related securities of diversified companies
Fund Info
| Scheme Class | Hybrid |
| Scheme Category | Fund of Funds |
| Benchmark Type | S&P BSE 200 |
| Expense Ratio | 0.51% |
| Min subscription | ₹ 500 |
| Scheme Type | Open-ended |
| Scheme AUM (in Crs.) | ₹ 34 |
| AMC AUM (in Crs.) | ₹ 1,360 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Building Graph
Peer Comparison
| Fund | Min SIP Inv. | Min Inv. | Returns 3Y |
|---|---|---|---|
| 500 | 500 | 8.19% | |
| 1000 | 1000 | 9.02% | |
| 1000 | 1000 | 9.02% | |
HDFC Dynamic PE Ratio Fund of Funds- Plan A - Direct Growth Plan | 1000 | 1000 | 9.27% |
| 1000 | 1000 | 10.96% | |
| 500 | 500 | 8.54% | |
| 1000 | 1000 | 12.69% | |
| 1000 | 1000 | 8.31% | |
| 1000 | 1000 | 7.52% | |
| 1000 | 1000 | 11.29% | |
| 1000 | 1000 | 12.22% | |
| 1000 | 1000 | 9.57% |
Top 10 Holdings
| Company | Holding Type | Asset(%) |
|---|---|---|
| Kotak Standard Multicap Dir Gr | Mutual Fund - Open End | 14 |
| Mirae Asset India Equity Dir Gr | Mutual Fund - Open End | 14 |
| Franklin India Prima Dir Gr | Mutual Fund - Open End | 14 |
| Invesco India Growth Opp Dir Gr | Mutual Fund - Open End | 14 |
| Aditya BSL Frontline Equity Dir Gr | Mutual Fund - Open End | 14 |
| ICICI Pru Bluechip Dir Gr | Mutual Fund - Open End | 14 |
| L&T Midcap Dir Gr | Mutual Fund - Open End | 14 |
| Trep ^ | Cash | 4 |
| Net Receivable/(Payable) | Other Assets And Liabilities | 0 |
Asset Allocation(%)
| Asset | Percent |
|---|---|
| Mutual Fund - Open End | 96 |
| Cash | 4 |
| Other Assets And Liabilities | 0 |
Sector Allocation(%)
| Sector | Percent |
|---|---|
| Mutual Fund - Open End | 96 |
| Cash | 4 |
| Other Assets And Liabilities | 0 |
Quantum Mutual Fund
AUM
₹1,360 Cr
About
Quantum Mutual Fund was launched in year 2015 and is sponsored by Quantum Advisors Private Ltd. The AMC goal is to convert saving of an investor to wealth. They aspire to provide simple, yet effective products to investors, which impacts them positively in their financial journey.##Until 2016 Quantum was the only AMC that was an only Direct AMC and did not provide any regular plans. This thus ensured lower expense ratios as AMC did not have to bear any upfront or trail commissions.##Their vision is to become most respected mutual fund house of India by following their values and keeping their business policy simple and transparent.
Email
info@quantumamc.com
Phone
1800 209 3863
Address
7th Floor, Hoechst House, Nariman Point, Mumbai 400021, Mumbai - 400021
Quantum Mutual Fund
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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