Quantum Multi Asset Allocation Fund Regular Growth
- Multi Asset Allocation
- Hybrid
- High Risk
Explore On
Rating:
Key Metrics
Aum
₹52.84 Cr
Expense Ratio
1.99%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
7 Mar 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +3.47% | -- |
| 3 Months | -2.93% | -- |
| 6 Months | +0.51% | -- |
| 1 Year | +5.48% | +5.48% |
| 2 Years | -- | +8.68% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +19.3% | +8.49% |
Holdings as on 10 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Quantum Gold Fund - Exchange Traded Fund (ETF) | 8.30 | 14.58 |
| HDFC Bank | 2.64 | 4.63 |
| ICICI Bank | 2.31 | 4.06 |
| Tata Consultancy Services | 1.73 | 3.03 |
| Infosys | 1.59 | 2.79 |
| State Bank of India | 1.50 | 2.63 |
| Kotak Mahindra Bank | 1.38 | 2.42 |
| Crompton Greaves Consumer Electricals Ltd | 1.27 | 2.22 |
| AXIS Bank Ltd | 1.20 | 2.10 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Union Multi Asset Allocation Fund Regular Growth | +17.21% | -- | -- |
| 360 ONE Multi Asset Allocation Fund Regular Growth | -- | -- | -- |
| Bank of India Multi Asset Allocation Fund Regular Growth | +14.36% | -- | -- |
| Shriram Multi Asset Allocation Fund Regular Growth | +11.09% | -- | -- |
| Quantum Multi Asset Allocation Fund Regular Growth | +5.48% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the Scheme is to generate long term capital appreciation /income by investing in Diversified portfolio of Equity & Equity Related Instruments, Debt & Money Market Instruments and Gold Related Instruments.
The Quantum Multi Asset Allocation Fund Regular Growth has an AUM of 52.84 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.99%. The minimum investment in Quantum Multi Asset Allocation Fund Regular Growth is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Moderate & Moderate respectively.
The fund has a present cash holding of %. The top holdings of the fund include Quantum Gold Fund - Exchange Traded Fund (ETF), HDFC Bank, ICICI Bank, Tata Consultancy Services.
The major sectors where the fund is invested are Regional Banks, Software & Programming, Insurance (Life), Auto & Truck Manufacturers.
Some of the similar funds are Union Multi Asset Allocation Fund Regular Growth, 360 ONE Multi Asset Allocation Fund Regular Growth, Bank of India Multi Asset Allocation Fund Regular Growth, Shriram Multi Asset Allocation Fund Regular Growth, Quantum Multi Asset Allocation Fund Regular Growth. Quantum Multi Asset Allocation Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Quantum Multi Asset Allocation Fund Regular Growth has a Moderate risk & Moderate return.
Quantum Multi Asset Allocation Fund Regular Growth is managed by Chirag Mehta,Sneha Pandey,Mansi Vasa.
The expense ratio of Quantum Multi Asset Allocation Fund Regular Growth is 1.99%.
The 5 year annualized return on Quantum Multi Asset Allocation Fund Regular Growth is 0.00% & it has generated 5.48% in the last 1 year.
The minimum investment in Quantum Multi Asset Allocation Fund Regular Growth is 500 Rs.
Quantum Multi Asset Allocation Fund Regular Growth has an AUM of 52.84 crores.
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