Quant Dynamic Asset Allocation Fund Direct Growth

Quant Dynamic Asset Allocation Fund Direct Growth is a hybrid fund. This fund was started on 13 April, 2023. The fund is managed by Sameer Kate, Ayusha Kumbhat, Yug Tibrewal, Sandeep Tandon, Sanjeev Sharma, Ankit A. Pande, Varun Pattani. This fund gives you the benefit of diversification.

1. Quant Dynamic Asset Allocation Fund Direct Growth has ₹1211 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 0.7.
   

Quant Dynamic Asset Allocation Fund Direct Growth has given a CAGR return of 25.38% since inception. Over the last 1 year the fund has given a CAGR return of -3.66%.

Quant Dynamic Asset Allocation Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Utilities, Health, Consumer Defensive, Real Estate, Industrial, Government, Communication, Basic Materials, Energy, Corporate.

As it is a dynamic asset allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

The primary investment objective of the scheme is to provide capital appreciation by investing in equity and equity related instruments including derivatives and debt and money market instruments. However, there can be no assurance that the investment objective of the Scheme will be realized, as actual market movements may be at variance with anticipated trends.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Quant Dynamic Asset Allocation Fund Direct Growth has no lock in period.