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Quantum Equity FoF(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.51 | — | 1.37 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.53 | — | 1.12 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| BSE 200 - TRI |
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
OtherFoFs (Domestic) - Equity Oriented
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Quantum Equity FoF(IDCW) | 23.21% | 16.04% | 14.58% |
| ICICI Pru Nifty 100 Low Volatility 30 ETF FOF(IDCW) | 16.20% | 15.74% | 16.32% |
| Mirae Asset Equity Allocator FoF(IDCW) | 18.78% | 16.37% | 22.83% |
| Nippon India Nifty Next 50 Junior BeES FoF-(IDCW) | 35.35% | 20.08% | 17.70% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Others
- ConstituentHolding Weight3M Change
- ICICI Prudential Focused Equity Fund - Direct Plan - Growth Option*3M change : 0.06 %
Holdings
12.70 %
0.06 % - Invesco India Contra Fund - Direct Plan - Growth Option*3M change : -0.01 %
Holdings
12.67 %
-0.01 % - Sundaram Large and Midcap Fund - Direct Plan - Growth Option*3M change : 0.27 %
Holdings
12.64 %
0.27 %
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
12
Total AUM
₹ 2,585.04 Cr.
Fund Manager Profile
Chirag Mehta
AUM: ₹542.03 Cr.
|
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
Manager Performance (0)
Tax Implications
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Investment frequency
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One Time
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Investment period (years)
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Opinions and Fund Reviews
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Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%