- Mutual Funds
- Quantum Mutual Fund
- Quantum Equity Fund of Funds (PIDCW-A)
Formerly Quantum Equity FoF Reg DP
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 61.325
NAV (Sep 29)
Fund Returns
Last 1Y | 18.4% |
Last 3Y | 20.6% |
Last 5Y | 12.9% |
Last 10Y | NA |
Since Inception | 11.6% |
6 Month CAGR | 19.9% |
Scheme Information
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 (6y ago) | Apr 01, 2017 |
AUM in Crores | 99.858 |
ISIN | INF082J01283 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 200 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.8 |
Standard Deviation (5yr) | 17.4 |
Beta (3yr) | 0.86 |
Beta (5yr) | 0.91 |
Sharpe Ratio (3yr) | 1.161 |
Sharpe Ratio (5yr) | 0.504 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quantum Equity Fund of Funds (PIDCW-A) | 10,07,720 | 2,75,108 | 12.9% | |
| 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 Stock Holdings
mirae asset large cap dir gr
12%sbi magnum midcap dir gr
12%360 one focused equity dir gr
11.4%kotak flexicap dir gr
11.4%sundaram large and mid cap dir gr
10.8%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,630 cr | ||
₹ 11,862 cr | ||
₹ 11,197 cr | ||
₹ 10,089 cr | ||
₹ 9,392 cr |
About the AMC
Quantum Asset Management Co Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5% | 7.6% | ||
2.8% | 5% | ||
2.8% | 5% | ||
23.2% | 15.9% | ||
3.6% | 6.7% |
Quantum Equity Fund of Funds (PIDCW-A) Review
Quantum Equity Fund of Funds (PIDCW-A) is a Flexi Cap Equity fund and has delivered an annualised return of 11.6% over a period of 6 years. The fund was previously known as Quantum Equity FoF Reg DP. 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 (PIDCW-A) as of 9/29/2023 is ₹61.33 with the total AUM as of 10/4/2023 is ₹99.858. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quantum Equity Fund of Funds (PIDCW-A) was launched on Apr 01, 2017. The category risk of the fund is Very High Risk.
The minimum SIP amount for Quantum Equity Fund of Funds (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) is rated as a 0 fund in Equity and delivered 18.4% 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 (PIDCW-A).
Frequently Asked Questions
What is Quantum Equity Fund of Funds (PIDCW-A)?
How to invest in Quantum Equity Fund of Funds (PIDCW-A)?
You can invest in Quantum Equity Fund of Funds (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for Quantum Equity Fund of Funds (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is Quantum Equity Fund of Funds (PIDCW-A) good to invest in?
As per Scripbox experts, Quantum Equity Fund of Funds (PIDCW-A) is a Not Reviewed Yet fund. You can investQuantum Equity Fund of Funds (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the Quantum Equity Fund of Funds (PIDCW-A) is 0.75% for regular plan.