Quantum Equity Fund of Funds Direct Growth+0.60%

3
-9.71%
1 Year Return
Others
FoF Domestic
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Quantum Equity Fund of Funds Direct Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio0.51%
NAV32.57 (03 Jul 2020)
Fund Started20 Jul 2009
Fund Size41 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Quantum Equity Fund of Funds Direct Growth
-9.7%
0.9%
5.2%
11.4%
Category Average
-10.2%
-1.2%
4.9%
-
Rank within category
34
28
25
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -9.7% annual returns

    Comparison

    Data not available
    Pros
    1. 5Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. 1Y Returns are lower than the category average returns

    Top Holdings

    NameSectorInstrument% Assets
    Invesco India Growth Opportunities Fund Direct-GrowthFinancialMutual Fund14.3%
    Kotak Standard Multicap Fund Direct-GrowthFinancialMutual Fund14.2%
    Mirae Asset Large Cap Fund Direct- GrowthFinancialMutual Fund14.1%
    ICICI Prudential Bluechip Fund Direct-GrowthFinancialMutual Fund13.9%
    L&T Midcap Fund Direct-GrowthFinancialMutual Fund13.5%
    Axis Bluechip Fund Direct Plan-GrowthFinancialMutual Fund13.3%
    Franklin India Prima Fund - Direct PlanFinancialMutual Fund12.9%

    Fund Managers

    addChirag Mehta
    Education
    He has pursued M.Com from Mumbai University and CAIA.
    Experience
    He has more than 7 years of experience in financial services industry. He has worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd)
    Funds Managed

    Quantum Equity Fund of Funds Direct Growth Details

    Quantum Equity Fund of Funds Direct Growth is a Others Mutual Fund Scheme launched by Quantum Mutual Fund. This scheme was made available to investors on 20 Jul 2009. C Mehta is the Current Fund Manager of Quantum Equity Fund of Funds Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹41 Cr and the Latest NAV as of 03 Jul 2020 is ₹32.57.

    The Quantum Equity Fund of Funds Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 500. For units in excess of 10% of the investment,1% will be charged for redemption within 365 days.

    Investment Objective

    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 issurance of positive returns from following the stated investment strategy.

    Tax Implications

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

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    For units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
    Exit Load

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    About Quantum Mutual Fund

    Address
    505, Regent Chambers, 5th Floor, Nariman Point Mumbai 400021
    Phone
    022 - 61447800
    Launch Date
    02 Dec 2005
    Quantum Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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