- Mutual Funds
- Quantum Mutual Fund
- Quantum Dynamic Bond Fund (RIDCW-M)
Quantum Dynamic Bond Fund (RIDCW-M)
₹ 10.5213
NAV (Sep 17)
Dynamic Bond funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Dynamic Bond Funds have the flexibility to invest in instruments across duration.The exposure is dependent on the outlook of the Fund Manager.
Such funds are also allowed to invest across the credit quality spectrum.They tend to be exposed to higher credit risk and longer maturity paper which makes them quite volatile.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 10.5213
NAV (Sep 17)
Fund Returns
Last 1Y | 9.7% |
Last 3Y | 6.6% |
Last 5Y | 6.9% |
Last 10Y | NA |
Since Inception | 7.9% |
6 Month CAGR | 5.1% |
Scheme Information
The scheme seeks to generate income through active management of a portfolio consisting of short term and long term debt and money market instruments.
Expense Ratio | 0.96 |
Launched (0y ago) | 0.96 |
AUM in Crores | 103.2 |
ISIN | INF082J01234 |
Lock-in | |
Benchmark | CRISIL Dynamic Bond A-III Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 2 |
Beta | 1 |
Sharpe Ratio | 0.4 |
YTM |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quantum Dynamic Bond Fund (RIDCW-M) | 8,65,577 | 1,32,965 | 6.9% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
GOI
49.8%GOI
20.3%GOI
10.1%Maharashtra State
5.1%National Bank For Agriculture & Rural Development
4.9%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 9,577 cr | ||
₹ 8,093 cr | ||
₹ 15,209 cr | ||
₹ 4,457 cr | ||
₹ 13,722 cr |
About the AMC
Quantum Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.64% | 7.85% | ||
5.752% | 6.694% | ||
18.425% | 17.413% | ||
18.43% | 14.616% | ||
14.97% | 8.07% |
Quantum Dynamic Bond Fund (RIDCW-M) Review
Quantum Dynamic Bond Fund (RIDCW-M) is a Debt Debt fund and has delivered an annualised return of 7.85% over a period of 7 years. The fund is managed by Quantum Mutual Fund. The fund manager’s name is [object Object].
Nav of Quantum Dynamic Bond Fund (RIDCW-M) as of 9/17/2024 is ₹10.52 with the total AUM as of 9/18/2024 is ₹103.161. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quantum Dynamic Bond Fund (RIDCW-M) was launched on 2017-04-01. The category risk of the fund is Average.
The minimum SIP amount for Quantum Dynamic Bond Fund (RIDCW-M) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Quantum Dynamic Bond Fund (RIDCW-M) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Dynamic Bond A-III Index.
Quantum Dynamic Bond Fund (RIDCW-M) is rated as a 3 fund in Debt and delivered 9.701% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quantum Dynamic Bond Fund (RIDCW-M).
Frequently Asked Questions
What is Quantum Dynamic Bond Fund (RIDCW-M)?
How to invest in Quantum Dynamic Bond Fund (RIDCW-M)?
You can invest in Quantum Dynamic Bond Fund (RIDCW-M) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Quantum Dynamic Bond Fund (RIDCW-M)?
The minimum sip amount for Quantum Dynamic Bond Fund (RIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is Quantum Dynamic Bond Fund (RIDCW-M) good to invest in?
As per Scripbox experts, Quantum Dynamic Bond Fund (RIDCW-M) is a 3 fund. You can investQuantum Dynamic Bond Fund (RIDCW-M) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Quantum Dynamic Bond Fund (RIDCW-M)?
The expense ratio of the Quantum Dynamic Bond Fund (RIDCW-M) is 0.96% for regular plan.