INDProtect

Overview (as on 02 Mar 2021)

NAV

₹16.1522

1y returns

5.471%

Fund AUM

₹77 Cr

Expense Ratio

0.73%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
3.37% projected returns
₹0
3.37% projected returns

Asset Allocation

Sector Allocation
Government
93.14%
Cash Equivalent
6.86%
Debt Credit Ratings
AAA
100.00%

Key Metrics

Modified Duration 

5.53 yr

Average Maturity 

7.17 yr

Yield to Maturity 

5.59%

Holdings

  • Holding Name

    Type

    Holding Percentage

    INDProtect

  • 5.77% GOI 2030

    Sovereign

    Debt

    52.49%

  • 6.45% Govt Stock 2029

    Sovereign

    Debt

    27.36%

  • National Bank For Agriculture and Rural Development

    ICRA AAA

    Debt

    6.91%

  • 7.17% Govt Stock 2028

    Sovereign

    Debt

    1.43%

  • 7.37% Govt Stock 2023

    Sovereign

    Debt

    0.71%

Fund Details

Investment Objectives
"To generate income and capital appreciation through active management of portfolio consisting of short term, long term debt and money market instruments."
Scheme Name
Quantum Dynamic Bond Fund - Regular Plan Growth Option
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
19 May, 2015
Fund Manager
Sandeep Tandon
Fund House Details
Fund House
Quantum Asset Management Co Pvt. Ltd.
Email
NA
Phone
+912222854318
Address
Quantum Asset Management Company Private Limited,505, Regent Chambers,,5th Floor, Nariman Point,

Peer Funds

Quantum Dynamic Bond Fund - Regular Plan Growth...

NAV

₹16.1522

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
    success

    Fund is in Top 20 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"
Pankaj Pathak
Pankaj Pathak

leader

Work Experience
"null"

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