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  • Quantum Equity Fund of Funds (Growth)
Quantum Mutual Fund

Quantum Equity Fund of Funds (Growth)

EquityFlexi Cap

47.197

NAV (Jun 24)

8.5%
5 Year CAGR
Scripbox Opinion
Neutral
Scripbox recommends other funds for investment in flexi cap.

Click here to see our recommendations.

Flexi cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

13 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

81 Cr. Negligible within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Poor. The historical performance of the fund has been poor

Scripbox Recommended Flexi Cap Funds

Want the flexi cap equity funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

47.197

NAV (Jun 24)

Fund Returns

Last 1Y

-2.4%

Last 3Y

10.2%

Last 5Y

8.5%

Last 10Y

13.8%

Since Inception

12.7%

6 Month CAGR

-11.3%

Scheme Information

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 assurance of positive returns from following the stated investment strategy.

Expense Ratio

0.75

Launched (13y ago)

Jul 20, 2009

AUM in Crores

80.132

ISIN

INF082J01275

Lock-in

No Lock-in

Benchmark

S&P BSE 200 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Chirag Mehta

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-06-24

Top Stock Holdings

mirae asset large cap dir gr

11%
11%

canara robeco emerging eqs dir gr

10.9%
10.9%

canara robeco bluechip equity dir gr

10.9%
10.9%

invesco india mid cap dir gr

10.9%
10.9%

axis bluechip fund dir gr

10.7%
10.7%
See all holdings

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

Quantum Asset Management Co Pvt. Ltd.

Quantum Asset Management Co Pvt. Ltd. manages assets worth 1,797 crores and was set up on 19 September 2005. It's current offering of mutual fund schemes includes 9 equity,7 debt and 1 hybrid funds.

amc-img

  • 022-61447800
  • customercare@quantumamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.9%

    7.6%

    -

    14.4%

    12.9%

    6.4%

    10.2%

    12.7%

    5.2%

    5.7%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Quantum Equity Fund of Funds (G) Review

    Quantum Equity Fund of Funds (G) is a Flexi Cap Equity fund and has delivered an annualised return of 12.7% over a period of 12 years. The fund is managed by Quantum Asset Management Co Pvt. Ltd.. The fund manager’s name is Chirag Mehta.

    Nav of Quantum Equity Fund of Funds (G) as of 6/24/2022 is ₹47.20 with the total AUM as of 6/27/2022 is ₹80.132. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quantum Equity Fund of Funds (G) was launched on Jul 20, 2009. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Quantum Equity Fund of Funds (G) 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 Equity Fund of Funds (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 200 India TR INR.

    Quantum Equity Fund of Funds (G) is rated as a 3 fund in Equity and delivered -2.4% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quantum Equity Fund of Funds (G).

    Frequently Asked Questions

    What is Quantum Equity Fund of Funds (G)?

    Quantum Equity Fund of Funds (G) is a Flexi Cap Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    How to invest in Quantum Equity Fund of Funds (G)?

    You can invest in Quantum Equity Fund of Funds (G) 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 Equity Fund of Funds (G)?

    The minimum sip amount for Quantum Equity Fund of Funds (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Quantum Equity Fund of Funds (G) good to invest in?

    As per Scripbox experts, Quantum Equity Fund of Funds (G) is a Neutral fund. You can investQuantum Equity Fund of Funds (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Quantum Equity Fund of Funds (G)?

    The expense ratio of the Quantum Equity Fund of Funds (G) is 0.75% for regular plan.