Quantum Multi Asset Fund of Funds - Direct Plan

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Value Research Rating

3 star

Analyst’s Choice

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Riskometer

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High

₹32.4904 -0.40%

As on 04-Oct-2024

Returns

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Calculate SIP Returns of Quantum Multi Asset Fund of Funds - Direct Plan

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has High risk.

Low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of Quantum Multi Asset Fund of Funds - Direct Plan

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of Quantum Multi Asset Fund of Funds - Direct Plan

Assets info

₹59 Cr

Exit Load (Days) info

1.00 (90)

Min. Investment (₹)

500

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

500

Min. No of Cheques

12

Investment Strategy

The scheme seeks to generate modest capital appreciation while trying to reduce risk (by diversifying risks across asset classes) from a combined portfolio of equity, debt / money markets and Gold schemes of Quantum Mutual Fund.

Suitability

"Multi Asset Allocation funds invest your money in a mix of equity shares, bonds and commodities (usually gold) such that each has at least 10 per cent allocation at all times.

We don’t think highly of gold or other commodities as an investment. Read this article to know why. Therefore, we believe that investors can avoid these funds altogether. Instead, they might consider other varieties of hybrid funds — aggressive hybrid, balanced hybrid and conservative hybrid — which invest your money in equity shares and bonds in different proportions. You can choose from these depending upon your investment horizon, return expectations and ability to withstand volatility in the value of your investments."

Capital Gains Taxation

  • If investment is made on or after 1 April, 2023 and sold up to 31 March, 2025: Entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.

Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Quantum Multi Asset Fund of Funds - Direct Plan

The scheme seeks to generate modest capital appreciation while trying to reduce risk (by diversifying risks across asset classes) from a combined portfolio of equity, debt / money markets and Gold schemes of Quantum Mutual Fund.

Mutual funds can be bought directly from the website of the fund house. For instance, Quantum Multi Asset Fund of Funds - Direct Plan fund can be purchased from the website of Quantum Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Quantum Multi Asset Fund of Funds - Direct Plan is ₹32.4904 as of 05-Oct-2024.

The AUM of Quantum Multi Asset Fund of Funds - Direct Plan Fund is ₹59 Cr as of 31-Aug-2024

The riskometer level of Quantum Multi Asset Fund of Funds - Direct Plan is High. See More

Company Percentage of Portfolio

Quantum Dynamic Bond Direct-G

25.03

Quantum Liquid Direct-G

20.44
See More

As of 31-Aug-2024, Quantum Multi Asset Fund of Funds - Direct Plan had invested 46.85% in Debt, 39.18% in Equity, 13.01% in Commodities and 0.96% in Cash & Cash Eq. See More

Quantum Multi Asset Fund of Funds - Direct Plan is 12 years 2 months old. It has delivered 10.10% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
21.12%
11.43%
11.66%
9.96%
9.52%
10.10%

No, There is no lock in period in Quantum Multi Asset Fund of Funds - Direct Plan.

The expense ratio of Quantum Multi Asset Fund of Funds - Direct Plan is 0.10.