1 LakhInvestment Grown to
₹ 10000Monthly SIP Grown to
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This is a flexi-cap fund where the fund management team has complete freedom to invest in companies of different sizes, depending on where it expects maximum gains. This versatility makes flexi-cap funds most suitable for equity fund investors, as the job of stock selection is left completely to the fund manager, which is the very idea of investing in a mutual fund.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Warning: Do not invest in this, or any other flexi-cap fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|S&P BSE 500 TRI||4.93||0.05||2.50||4.68||-0.18||15.47||31.73||21.76||18.38||14.21||16.59|
|Equity: Flexi Cap||4.35||0.14||2.30||4.47||1.11||15.73||32.95||22.02||18.08||14.20||16.78|
|Rank within category||41||30||47||37||42||44||42||31||27||22||1|
|Number of funds in category||64||64||64||64||63||59||57||42||35||31||1|
As on 14-Jan-2022
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|Quantum Equity FoF Fund - Direct Plan | Invest Online, Paperless||Jul-09||29.86||19.21||15.85||0.51%||78|
|UTI Flexi Cap Fund - Direct Plan | Invest Online||Jan-13||32.96||27.68||22.23||1.00%||25,541|
|SBI Focused Equity Fund - Direct Plan | Invest Online||Jan-13||42.09||25.88||22.03||0.68%||23,717|
|Axis Focused 25 Fund - Direct Plan||Jan-13||26.03||24.06||21.87||0.59%||20,427|
|Parag Parikh Flexi Cap Fund - Direct Plan | Invest Online||May-13||44.10||31.14||23.89||0.82%||19,933|
|Best Performance||Worst Performance|
|Return (%)||Period||Return (%)||Period|
|Week||8.84||01-Apr-2020 - 09-Apr-2020||-17.31||16-Mar-2020 - 23-Mar-2020|
|Month||20.95||07-May-2014 - 06-Jun-2014||-34.75||20-Feb-2020 - 23-Mar-2020|
|Quarter||30.90||21-Feb-2014 - 23-May-2014||-33.09||23-Dec-2019 - 23-Mar-2020|
|Year||82.66||23-Mar-2020 - 23-Mar-2021||-29.68||22-Mar-2019 - 23-Mar-2020|
|S&P BSE 500 TRI||20.28||21.92||0.75||0.85||--||--|
|Equity: Flexi Cap||20.58||21.01||0.81||0.87||0.93||1.51|
|Rank within category||33||14||29||29||18||31|
|Number of funds in category||43||43||43||43||43||43|
The Risk Measures have been calculated using calendar month returns for the last three years.
As on 31-Dec-2021
|The underlying data is unavailable.|
|Average Mkt Cap (Rs Cr)||1,38,804||1,51,151|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|UTI Flexi Cap Direct-G||Financial||--||11.07|
|Sundaram Large and Mid Cap Direct-G||Financial||--||10.94|
|Canara Robeco Emerging Equities Direct-G||Financial||--||10.90|
|Invesco India Mid Cap Direct-G||Financial||--||10.83|
|Canara Robeco Bluechip Equity Direct-G||Financial||--||10.82|
|Invesco India Growth Opportunities Direct-G||Financial||--||10.73|
|Mirae Asset Large Cap Direct-G||Financial||--||10.63|
|Kotak Flexicap Direct-G||Financial||--||10.58|
|Axis Bluechip Direct-G||Financial||--||10.56|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Dec-2021
Education: He has pursued M.Com from Mumbai University and CAIA.
Experience: Prior to joining Quantum Asset Management Company Private Limited. He has worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd). He has more than 19 years of experience in the research and investments functions in the field of commodities and alternative investment strategies. He has interned at Kotak & Co. Ltd and has also attended the Federation of Indian Commodities Exchanges as part of his internship.
The scheme aims to achieve long-term capital appreciation by investing in a portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI.
|Min. Investment (₹)||500|
|Min. Addl Investment (₹)||500|
|Min. SIP Investment (₹)||500|
|Min. No of Cheques||6|
|Min. Withdrawal (₹)||500|
|Min. Balance (₹)||500|
|Lock-in Period||Not Applicable|
|Exit Load||For units in excess of 10% of the investment,1% will be charged for redemption within 365 days|
|Fund House:||Quantum Mutual Fund|
|Return Since Launch:||14.96%|
|Benchmark:||S&P BSE 200 TRI|
|Assets:||₹ 78 Cr (As on 31-Dec-2021)|
|Expense:||0.51% (As on 31-Dec-2021)|
|Return Grade:||Below Average|
AMC: Quantum Asset Management Company Private Limited
Address: 7th floor, Hoechst House, Nariman Point, Mumbai - 400021
Phone: 1800-209-3863 / 1800-22-3863 / 91-22-61447800
Email: [email protected]
Registrar & Transfer Agent: KFin Technologies Pvt Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad - 500016
Email: [email protected]