Quant Multi Asset Allocation Fund Payout of Income Distribution cum capital withdrawal Opt Dir Pln

Quant Multi Asset Allocation Fund Payout of Income Distribution cum capital withdrawal Opt Dir Pln is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Ankit A. Pande, Sanjeev Sharma. This fund gives you the benefit of diversification.

1. Quant Multi Asset Allocation Fund Payout of Income Distribution cum capital withdrawal Opt Dir Pln has ₹3416 Cr worth of assets under management (AUM) as on Jun 2025 and is more than category average.
2. The fund has an expense ratio 0.6.
   

Quant Multi Asset Allocation Fund Payout of Income Distribution cum capital withdrawal Opt Dir Pln has given a CAGR return of 15.89% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 8.58%, 26.27% and 33.53% respectively.

Quant Multi Asset Allocation Fund Payout of Income Distribution cum capital withdrawal Opt Dir Pln has allocated its funds majorly in Cash Equivalent, Financial Services, Energy, Tech, Government, Consumer Defensive, Consumer Cyclical, Corporate, Real Estate.

As it is a multi 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 investment objective of the scheme is to generate capital appreciation & provide long-term growth opportunities by investing in instruments across the three asset classes viz. Equity, Debt and Commodity. There is no assurance that the investment objective of the Scheme will be realized.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Quant Multi Asset Allocation Fund Payout of Income Distribution cum capital withdrawal Opt Dir Pln has no lock in period.