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Quantum Equity FoF(IDCW)

IDCW
85.230.57% (+0.48)
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

Quantum Equity FoF(IDCW)

IDCW
OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 126 Cr
Very High RiskPrinciple investment will be at very high risk
85.230.57% (+0.48)

Price Chart

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Returns
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1M
6M
1Y
3Y
5Y
Max
SIP
Investment Checklist

Returns

Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio

Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates

If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags

We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

OtherFoFs (Domestic) - Equity Oriented
Small-size FundAssets Under Mgmt: ₹ 126 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.51—2.33
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.53—2.86

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
IDCW0 yrs1.00%
Nil upto 10% of Units and 1% For remaining Units on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 500
Initial: ₹ 500 Incremental: ₹ 500
BenchmarkBenchmark
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About FoFs (Domestic) - Equity Oriented

FoFs (Domestic) - Equity Oriented invest majorly invest in equity mutual funds. These funds have more than 65% of total investment corpus in the equity and equity-related instruments.

Peers & Comparison

Comparing 3 mutual funds from 
OtherFoFs (Domestic) - Equity Oriented

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Quantum Equity FoF(IDCW)39.54%17.53%15.22%
ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW)39.58%17.52%20.62%
Mirae Asset Equity Allocator FoF(IDCW)39.45%18.53%26.85%
Nippon India Nifty Next 50 Junior BeES FoF-(IDCW)68.59%23.13%20.71%

Price Comparison

Compare Quantum Equity FoF(IDCW) with any MF, ETF, stock or index
Compare Quantum Equity FoF(IDCW) with any MF, ETF, stock or index
Quantum Equity FoF(IDCW)
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Asset Allocation

Actual

Target

Dec 2023

Mar 2024

Jun 2024

Jul 2024

ACTUAL
Cash & EquivalentsMutual Funds1.03%98.97%

Dec 2023

Mar 2024

Jun 2024

Jul 2024

Tickertape Separator

Sector Distribution

MiscellaneousOthers1.13 %98.87 %

Dec 2023

Mar 2024

Jun 2024

Jul 2024

Tickertape Separator

Sector Weightage

Jun 23Sep 23Dec 23Mar 24Jun 24Jul 2498.18%98.02%98.01%98.27%98.77%98.87%
Others as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Others

  • Constituent
    Holding Weight
    3M Change
  • SBI Magnum MIDCAP FUND - Direct Plan - Growth Option*
    3M change : 0.09 %

    Holdings

    12.89 %

    0.09 %
  • Invesco India Contra Fund - Direct Plan - Growth Option*
    3M change : 0.40 %

    Holdings

    12.75 %

    0.40 %
  • ICICI Prudential Focused Equity Fund - Direct Plan - Growth Option*
    3M change : 0.24 %

    Holdings

    12.68 %

    0.24 %

AMC Profile

Quantum Asset Management Company Pvt Ltd. is the asset manager of Quantum Mutual Fund. The company is incorporated as a trust under the Indian Trusts Act, 1882. The mutual fund is registered with SEBI under the registration code MF/051/05/02.

  • No.of Schemes

    11

  • Total AUM

    ₹ 2,552.32 Cr.

Fund Manager Profile

Chirag Mehta

AUM:  ₹472.24 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 5yrs

Qualification

M.com & M.B.A(Finance)

Past Experience

Mr. Mehta is dedicated Fund manager for Foreign Securities. He is a Commodities Fund Manager from May 2009

Funds Managed (4)

Manager Performance (0)

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Tax Implications

Investment period < 1 year

Gains are treated as short-term capital gains and taxed at 15%

Investment period > 1 year

Gains of over ₹ 1 lakh in a financial year are taxed at 10%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
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Invested

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Returns (0%)

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Tax (undefined%)

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You make

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For illustrative purposes only. Past performance doesn&apos;t guarantee future returns.

Opinions and Fund Reviews

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
News Thumbnail

Mutual Fund Review: Quantum Equity Fund of Funds - Chirag Mehta | Groww

3 years ago•Groww Mutual fund