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Quantum Equity FoF - Direct Plan

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
Expense Ratio	0.51%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 69
AMC AUM (in Crs.)	₹ 1,360
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 200

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
ICICI Prudential Debt Management Fund (FOF) - Direct Plan	500	500	8.4%
Franklin India Dynamic Asset Allo FOF - Direct Plan	1000	1000	4.91%
Kotak Asset Allocator Fund - Direct Plan	1000	1000	15.76%
HDFC Dynamic PE Ratio Fund of Funds Plan A - Direct Plan	1000	1000	10.27%

Top 10 Holdings

Company	Holding Type	Asset(%)
Canara Robeco Bluechip Equity Dir Gr	Mutual Fund - Open End	13
Invesco India Mid Cap Dir Gr	Mutual Fund - Open End	12
Mirae Asset Large Cap Dir Gr	Mutual Fund - Open End	11
Invesco India Growth Opp Dir Gr	Mutual Fund - Open End	11
UTI Flexi Cap Dir Gr	Mutual Fund - Open End	11
Canara Robeco Emerging Eqs Dir Gr	Mutual Fund - Open End	11
Axis Bluechip Fund Dir Gr	Mutual Fund - Open End	11
Kotak Flexicap Dir Gr	Mutual Fund - Open End	11
Principal Emer Bluechip Dir Gr	Mutual Fund - Open End	5
Net Receivable/(Payable)	Cash	4

Asset Allocation(%)

Asset	Percent
Mutual Fund - Open End	95
Cash	4
Cash - Repurchase Agreement	1

Sector Allocation(%)

Sector	Percent
Mutual Fund - Open End	95
Cash	4
Cash - Repurchase Agreement	1

Fund Manager

Chirag Mehta

7+ years of experience

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.

info@quantumamc.com

Phone

1800 209 3863

Address

7th Floor, Hoechst House, Nariman Point, Mumbai 400021, Mumbai - 400021

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m