Overview (as on 07 May 2021)

NAV

₹45.014

1y returns

55.574%

Fund AUM

₹62 Cr

Expense Ratio

0.75%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Asset Allocation

Sector Allocation
Financial Services
28.80%
Tech
14.07%
Basic Materials
12.56%
Consumer
11.14%
Industrials
10.23%
Health
7.43%
Defensive
6.84%
Energy
5.06%
Communication
1.65%
Utilities
1.37%
Real Estate
0.86%
Size Breakup
Large Cap
59.89%
Mid Cap
38.37%
Small Cap
1.73%

Key Metrics

Yield to Maturity 

0.0%

Modified Duration 

0.0 yr

Sharpe Ratio 

0.0

Std deviation 

0.0%

Holdings

  • Holding Name

    Type

    Holding Percentage

    INDProtect

  • L&T Midcap Dir Gr

    Equity

    14.40%

  • Kotak Flexicap Dir Gr

    Equity

    13.95%

  • Invesco India Growth Opp Dir Gr

    Equity

    13.94%

  • Mirae Asset Large Cap Dir Gr

    Equity

    13.87%

  • Invesco India Mid Cap Dir Gr

    Equity

    13.77%

  • Canara Robeco Bluechip Equity Dir Gr

    Equity

    13.76%

  • Axis Bluechip Fund Dir Gr

    Equity

    13.58%

  • Treps ^

    Cash

    2.96%

  • Net Receivable/(Payable)

    Cash

    0.23%

Fund Details

Investment Objectives
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.
Scheme Name
Quantum Equity Fund of Funds Regular Plan Payout Inc Dist cum Cap Wdrl
Scheme Document
Exit Load

For 0 - 365 Days: 1%

After 365 Days : 0%

Plan Started
01 April, 2017
Fund Manager
Sandeep Tandon
Fund House Details
Fund House
Quantum Asset Management Co Pvt. Ltd.
Email
info@quantumamc.com
Phone
+912222854318
Address
Quantum Asset Management Company Private Limited,505, Regent Chambers,,5th Floor, Nariman Point,

Other Related Plans

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Quantum Equity Fund of Funds Regular Plan Payou...

NAV

₹45.014

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    warning

    Fund is in Top 50 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity

    Based on credit rating and modified duration of underlying instruments

Fund Managers

Sandeep Tandon
Sandeep Tandon

manager

Work Experience
"null"
Chirag Mehta
Chirag Mehta

leader

Work Experience
"null"

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