1M
6M
1Y
3Y
5Y
All
| NAV: 22 Mar 2023 | ₹52.05 |
| Min. SIP amount | ₹500 |
| Rating | 2 |
| Fund size | ₹88.23Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Other FoF Overseas/Domestic
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -0.8% | 22.9% | 9.3% | 12.8% |
| Category average | -0.6% | 23.9% | 10.2% | NA |
| Rank with in category | 40 | 32 | 28 | NA |
Understand terms
Holdings (9)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
Mirae Asset Large Cap Fund Direct- Growth | Financial | Mutual Fund | 13.1% |
Invesco India Mid Cap Fund Direct-Growth | Financial | Mutual Fund | 11.1% |
IIFL Focused Equity Fund Direct-Growth | Financial | Mutual Fund | 10.9% |
Kotak Flexicap Fund Direct-Growth | Financial | Mutual Fund | 10.6% |
Sundaram Large and Mid Cap Fund Direct-Growth | Financial | Mutual Fund | 10.5% |
Canara Robeco Bluechip Equity Fund Direct-Growth | Financial | Mutual Fund | 10.5% |
Canara Robeco Emerging Equities Fund Direct-Growth | Financial | Mutual Fund | 10.3% |
Invesco India Contra Fund Direct-Growth | Financial | Mutual Fund | 10.1% |
UTI Flexi Cap Fund Direct-Growth | Financial | Mutual Fund | 10.0% |
Pros and cons
Category: Other FoF Overseas/Domestic
Pros
Cons
1Y and 10Y annualised returns higher than category average
3Y and 5Y annualised returns lower than category average
Lower expense ratio: 0.51%
Low rating: 2
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 terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹500 |
| Min. for 2nd investment onwards | ₹500 |
| Min. for SIP | ₹500 |
Fund management
Chirag MehtaNov 2013 - PresentView details
Chirag Mehta
Nov 2013 - Present
View details
Education
He has pursued M.Com from Mumbai University and CAIA.
Experience
Prior to joining Quantum Asset Management Company Private Limited. He has worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd). He has more than 19 years of experience in the research and investments functions in the field of commodities and alternative investment strategies. He has interned at Kotak & Co. Ltd and has also attended the Federation of Indian Commodities Exchanges as part of his internship.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
7th floor, Hoechst House,Nariman Point, Mumbai 400021
Phone
1800-209-3863 / 1800-22-3863 / 91-22-61447800
Launch Date
19 Sep 2005
E-mail
[email protected]Website
NA
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
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