Quantum Multi Asset Allocation Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Quantum Multi Asset Allocation Fund - Regular Plan - Growth is ₹10.08.
It is better to invest in a fund with a longer track record as Quantum Multi Asset Allocation Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 50 - TRI, as the Funds portfolio is similar to its benchmark.
Quantum Multi Asset Allocation Fund - Regular Plan - Growth fund’s expense ratio is 1.98%
The process for redemption is
The AUM of Quantum Multi Asset Allocation Fund - Regular Plan - Growth is currently ₹19 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Infosys and account for 7% of its portfolio. Top 5 and 10 stocks of fund account for 11% and 18% of fund’s portfolio respectively.
Top three sectors of Quantum Multi Asset Allocation Fund - Regular Plan - Growth fund are Others, BFSI and Miscellaneous accounting for 74% of the total portfolio.
Since this is a Hybrid - Multi Asset Allocation it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Quantum Multi Asset Allocation Fund - Regular Plan - Growth Fund is Hybrid - Multi Asset Allocation.
Chirag Mehta and Pankaj Pathak manage the Quantum Multi Asset Allocation Fund - Regular Plan - Growth Fund.
Quantum Multi Asset Allocation Fund - Regular Plan - Growth current PE ratio is 33.51 and PB ratio is 6.33
The asset allocation of Quantum Multi Asset Allocation Fund - Regular Plan - Growth is Stocks : 40.10%, Debt : 49.87% and Gold : 10.05%
The minimum SIP amount for Quantum Multi Asset Allocation Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Quantum Multi Asset Allocation Fund - Regular Plan - Growth is 1% on or before 90 days, Nil after 90 days