Fund Details
Quantum Equity Fund of Funds Direct Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.51% |
| NAV | ₹50.29 (23 Jul 2021) |
|---|---|
| Fund Started | 20 Jul 2009 |
| Fund Size | ₹69 Cr |
Returns
Comparison
1. Age is more than 10 years
2. 10Y Returns are higher than the category average returns
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
2. 1Y Returns are lower than the category average returns
3. 3Y Returns are lower than the category average returns
4. 5Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Canara Robeco Bluechip Equity Fund Direct-Growth | Financial | Mutual Fund | 13.4% |
| Invesco India Mid Cap Fund Direct-Growth | Financial | Mutual Fund | 11.9% |
| Mirae Asset Large Cap Fund Direct- Growth | Financial | Mutual Fund | 11.1% |
| Invesco India Growth Opportunities Fund Direct-Growth | Financial | Mutual Fund | 10.8% |
| UTI Flexi Cap Fund Direct-Growth | Financial | Mutual Fund | 10.7% |
| Canara Robeco Emerging Equities Fund Direct-Growth | Financial | Mutual Fund | 10.7% |
| Axis Bluechip Fund Direct Plan-Growth | Financial | Mutual Fund | 10.6% |
| Kotak Flexicap Fund Direct-Growth | Financial | Mutual Fund | 10.6% |
| Principal Emerging Bluechip Fund Direct-Growth | Financial | Mutual Fund | 5.3% |
Fund Managers
Quantum Equity Fund of Funds Direct Growth Details
Quantum Equity Fund of Funds Direct Growth is a Other 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 ₹69 Cr and the Latest NAV as of 23 Jul 2021 is ₹50.29.
The Quantum Equity Fund of Funds Direct Growth is rated Very 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 scheme aims to achieve long-term capital appreciation by investing in a portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI.
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.
