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Quantum Equity Fund of Funds Direct IDCW

Other
FoF Overseas/Domestic
Very High Risk
47.64%
1Y return
-0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jul 2021₹50.02
Min. SIP Amount₹500
Rating3star
Fund Size₹69.02 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns47.6%12.7%12.8%14.3%
Category average52.1%14.5%14.5%NA
Rank with in category382728NA
Understand termsinfo

Holdings (9)

NameSectorInstrumentAssets
Canara Robeco Bluechip Equity Fund Direct-Growth
FinancialMutual Fund13.4%
Invesco India Mid Cap Fund Direct-Growth
FinancialMutual Fund11.9%
Mirae Asset Large Cap Fund Direct- Growth
FinancialMutual Fund11.1%
Invesco India Growth Opportunities Fund Direct-Growth
FinancialMutual Fund10.8%
UTI Flexi Cap Fund Direct-Growth
FinancialMutual Fund10.7%
Canara Robeco Emerging Equities Fund Direct-Growth
FinancialMutual Fund10.7%
Axis Bluechip Fund Direct Plan-Growth
FinancialMutual Fund10.6%
Kotak Flexicap Fund Direct-Growth
FinancialMutual Fund10.6%
Principal Emerging Bluechip Fund Direct-Growth
FinancialMutual Fund5.3%

Pros and cons

Category: Other FoF Overseas/Domestic

Pros

  • Age is more than 10 years
  • 10Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.51%

Inclusive of GST

Exit load

For units in excess of 10% of the investment,1% will be charged for redemption within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Chirag Mehta
Nov 2013 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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