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 multi-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 multi-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: Do not invest in this, or any other multi-cap fund, if you need to redeem your investment in less than five years.
Taxability of earnings:
|S&P BSE 500 TRI||-8.20||-2.71||-6.51||-5.65||6.09||41.71||-4.17||2.16||7.81||11.71||7.38|
|Equity: Multi Cap||-6.62||2.27||-4.16||-4.07||7.05||31.82||-1.58||1.92||6.80||12.98||8.01|
|Rank within category||26||40||16||14||26||28||27||19||20||14||13|
|Number of funds in category||60||63||63||63||61||61||59||42||40||34||30|
As on 25-Sep-2020
|Fund name||Rating||Launch Date||1-Year Return||3-Year Return||5-Year Return||Expense Ratio||Assets (Cr)|
|Quantum Equity FoF - Regular Plan | Invest Online, Paperless||Apr-17||-1.78||1.86||7.10||0.75||49|
|Kotak Standard Multicap Fund Regular Plan | Invest Online||Sep-09||-3.91||2.78||8.45||1.66||29,714|
|Axis Focused 25 Fund | Invest Online||Jun-12||-2.33||5.56||10.42||2.02||11,372|
|Aditya Birla Sun Life Equity Fund | Invest Online||Aug-98||-2.16||0.58||7.97||1.91||11,023|
|UTI Equity Fund - Regular Plan | Invest Online||May-92||6.15||7.44||8.68||1.96||10,983|
|Best (Period)||Worst (Period)|
|Week||8.84 (01-Apr-2020 - 09-Apr-2020)||-17.32 (16-Mar-2020 - 23-Mar-2020)|
|Month||17.69 (23-Mar-2020 - 22-Apr-2020)||-34.76 (20-Feb-2020 - 23-Mar-2020)|
|Quarter||29.50 (23-Mar-2020 - 22-Jun-2020)||-33.13 (23-Dec-2019 - 23-Mar-2020)|
|Year||16.37 (19-Feb-2019 - 19-Feb-2020)||-29.85 (22-Mar-2019 - 23-Mar-2020)|
|S&P BSE 500 TRI||6.34||21.82||0.05||0.06||--||--|
|Equity: Multi Cap||4.85||21.37||-0.01||-0.01||0.95||-1.42|
|Rank within category||23||9||23||24||13||22|
|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-Aug-2020
|The underlying data is unavailable.|
|Average Mkt Cap (Rs Cr)||87,247||1,05,188|
|Company||Sector||P/E||3Y High||3Y Low||% Assets|
|Mirae Asset Large Cap Direct-G||Financial||--||14.55|
|Invesco India Growth Opportunities Direct-G||Financial||--||14.16|
|Kotak Standard Multicap Direct-G||Financial||--||14.12|
|ICICI Pru Bluechip Direct-G||Financial||--||13.89|
|L&T Midcap Direct-G||Financial||--||13.77|
|Franklin India Prima Fund - Di||Financial||--||13.51|
|Axis Bluechip Direct-G||Financial||--||12.93|
Indicates an increase or decrease or no change in holding since last portfolio
Indicates a new holding since last portfolio
As on 31-Aug-2020
Education: He has pursued M.Com from Mumbai University and CAIA.
Experience: He has more than 7 years of experience in financial services industry. He has worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd)
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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.
|Minimum Investment (₹)||500|
|Minimum Addl Investment (₹)||500|
|Minimum SIP Investment (₹)||500|
|Minimum No of Cheques||6|
|Minimum Withdrawal (₹)||500|
|Minimum Balance (₹)||500|
|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:||11.58%|
|Benchmark:||S&P BSE 200 TRI|
|Assets:||₹ 49 Cr (As on 31-Aug-2020)|
|Expense:||0.75% (As on 31-Aug-2020)|
|Risk 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]