Quantum Gold Savings - Regular Plan

Value Research Rating

3 star

Analyst’s Choice

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Riskometer

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High

₹36.7224 -2.80%

As on 23-Apr-2025

Returns

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Calculate SIP Returns of Quantum Gold Savings - Regular 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 Gold Savings - Regular 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

Fund name
Rating
VR Opinion
Risk info
Return (%)
Expense Ratio (%) info
Quantum Gold Savings - Regular Plan
3 star
unlock fund advisor
High
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0.21
4 star
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High
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0.35
5 star
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High
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0.50
3 star
unlock fund advisor
High
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0.49
2 star
unlock fund advisor
High
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0.50

Other details of Quantum Gold Savings - Regular Plan

Assets

info

₹181 Cr

Exit Load (Days)

info

--

Min. Investment (₹)

500

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

500

Min. No of Cheques

12

BLAHBLAH

Investment Strategy

The scheme seeks to provide capital appreciation by predominantly investing in units of Quantum Gold Fund - Exchange Traded Fund.

Suitability

  • Gold funds are suitable in a limited exposure for hedge against market volatility. Otherwise, they can be avoided. Read this article to know why.
  • Equity funds are more suitable for long term wealth creation.

Capital Gains Taxation

The following tax treatment is based upon last 12-months asset allocation and may vary from other funds in the category.

  • If the mutual fund units are sold after 2 years from the date of investment, gains are taxed at the rate of 12.5%.
  • If the mutual fund units are sold within 2 years from the date of investment, entire amount of gain is added to the investors' income and taxed according to the applicable slab rate.
  • No tax is to be paid as long as you continue to hold the units.

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 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
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FAQ for Quantum Gold Savings - Regular Plan

Quantum Gold Savings - Regular Plan is mandated to invest its assets in physical gold and/or other mutual funds/ETFs which in turn invest in gold. Therefore, you can expect it to generate returns closely in line with the returns provided by the price of gold.

Mutual funds can be bought directly from the website of the fund house. For instance, Quantum Gold Savings - Regular 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 Gold Savings - Regular Plan is ₹36.7224 as of 24-Apr-2025.

The AUM of Quantum Gold Savings - Regular Plan Fund is ₹181 Cr as of 31-Mar-2025

The riskometer level of Quantum Gold Savings - Regular Plan is High. See More

Company Percentage of Portfolio

Quantum Gold

99.98
See More

As of 31-Mar-2025, Quantum Gold Savings - Regular Plan had invested 99.08% in Commodities and 0.92% in Cash & Cash Eq. See More

Quantum Gold Savings - Regular Plan is 13 years 11 months old. It has delivered 9.73% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
33.07%
20.84%
13.41%
16.05%
12.26%
9.73%

No, There is no lock in period in Quantum Gold Savings - Regular Plan.

The expense ratio of Quantum Gold Savings - Regular Plan is 0.21.