Formerly Quantum Equity FoF Reg DP
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Diversified 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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
4 Years. The Fund has Sufficient history for analysis and the track record is good.
79 Cr. Negligible within the category
Superior. The category has a superior investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
NAV (Oct 13)
6 Month CAGR
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.
Low to Moderate
Very High Risk
Launched (4y ago)
|Apr 01, 2017|
AUM in Crores
|S&P BSE 200 India TR INR|
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 9,65,796||₹ 2,33,184||11.25%|
|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.
|Fund Name||Scripbox Opinion||Fund Size||Track Record|
₹ 20,371 cr
₹ 5,357 cr
₹ 5,218 cr
₹ 3,953 cr
₹ 3,346 cr
Quantum Asset Management Co Pvt. Ltd.
Quantum Asset Management Co Pvt. Ltd. manages assets worth 1,923 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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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Quantum Equity Fund of Funds Inc Dist cum Cap Wdrl (PIDCW-A) is a Diversified Equity fund and has delivered an annualised return of 14.7% over a period of 4 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
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. . However, there is no assurance that the objective of the scheme will be realized.
The Quantum Equity Fund of Funds Inc Dist cum Cap Wdrl (PIDCW-A) fund was launched on Apr 01, 2017. The NAV (Net Asset Value) of this Diversified Equity fund as of 2021-10-13 is ₹56.15. The total AUM (Asset Under Management) of the fund as of 14/10/2021 is ₹78.826. The category risk of the Quantum Equity Fund of Funds Inc Dist cum Cap Wdrl (PIDCW-A) fund is Very High Risk. The fund charges 0.75 % as expense ratio.
The fund’s highest allocation is towards Equity and has invested 94.2% in this asset class. The top three holdings of the fund are , invesco india mid cap dir gr , mirae asset large cap dir gr , axis bluechip fund dir gr , uti flexi cap dir gr , canara robeco bluechip equity dir gr , canara robeco emerging eqs dir gr , kotak flexicap dir gr , principal emer bluechip dir gr , invesco india growth opp dir gr , treps ^ , net receivable/(payable)
The minimum SIP (Systematic Investment Plan) amount for this 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.
This fund 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 Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 3 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Quantum Equity Fund of Funds Inc Dist cum Cap Wdrl (PIDCW-A) has a score of 1 out of 5 Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.
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