Quantum Multi Asset Active FoF Direct Growth

Hybrid
Multi Asset Allocation
High Risk
+14.05%
3Y annualised
+0.45% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Jan 2026
₹37.47
Rating
3
Min. SIP amount
₹500
Fund size
₹73.03Cr

Returns calculator

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

Holdings (6)

NameSectorInstrumentAssets
NAMutual Fund25.42%
Quantum Dynamic Bond Direct
NAMutual Fund23.91%
NAMutual Fund15.94%
Quantum Liquid Fund Direct
NAMutual Fund13.67%
Quantum Value Fund Direct-Growth
NAMutual Fund8.96%
Quantum ESG Best In Class Strategy Fund Direct - Growth
NAMutual Fund8.85%

Minimum investment amounts

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

Returns and rankings

Category: Hybrid Multi Asset Allocation
Annualised returns
Absolute returns
3Y5Y10YAll
Fund returns14.1%11.3%10.4%10.3%
Category average17.8%16.1%11.5%NA
Rank with in category963NA
Understand terms

Peer Comparison

Expense ratio, exit load and tax

Expense ratio: 0.10%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 90 days

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand terms
Check past data

Fund management

Chirag Mehta
Jun 2012 - 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

Sneha Pandey
Apr 2025 - Present
View details

Education
B.Com.,CA Inter, Pursuing CFA
Experience
Prior to joining Quantum MF, she was associated with Mahara & Associates and Vaibhav M Shah & Co.
Also manages these schemes

Mansi Vasa
Apr 2025 - Present
View details

Education
B.Com., ACA.
Experience
Prior to Joining Quantum AMC, she was associated with Quantum Advisors Private Limited as an Associate research & D B Shah and Associate as a Articled Associate.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
1st floor, Apeejay House, 3 Dinshaw Vachha Road, Backbay Reclamation, Churchgate Mumbai 400020
Phone
1800-209-3863 / 1800-22-3863 / 91-22-61447800
Launch Date
19 Sep 2005
E-mail
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,

Pros and cons

Category: Hybrid Multi Asset Allocation

Pros

Lower expense ratio: 0.1%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
1Y annualised returns higher than category average by 0.61%

Cons

3Y, 5Y and 10Y annualised returns lower than category average

Compare funds

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