Quantum Multi Asset Fund of Funds - Regular Plan

Value Research Rating

3 star

Analyst’s Choice

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Riskometer

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Moderately High

₹33.4461 0.44%

As on 22-Apr-2025

Returns

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

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk

info

This fund has Moderately 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 - 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 Multi Asset Fund of Funds - Regular Plan
3 star
unlock fund advisor
Moderately High
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0.47
4 star
unlock fund advisor
High
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1.34
4 star
unlock fund advisor
High
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1.13
4 star
unlock fund advisor
Very High
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0.97
5 star
unlock fund advisor
Very High
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1.19

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

Assets

info

₹62 Cr

Exit Load (Days)

info

1.00 (90)

Min. Investment (₹)

500

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

500

Min. No of Cheques

12

BLAHBLAH

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 are suitable for investors:

  • Looking to invest in a portfolio of equity, debt and commodity for moderate returns
  • Who prefer to let fund manager decide how much to invest in equity, debt and commodity
  • Aiming for long term wealth creation
  • With a 5-8 year investment horizon
  • Who are new/unfamiliar with market's ups and downs

Note:

  • Invest only through SIP

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 Multi Asset Fund of Funds - Regular 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 - 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 Multi Asset Fund of Funds - Regular Plan is ₹33.4461 as of 23-Apr-2025.

The AUM of Quantum Multi Asset Fund of Funds - Regular Plan Fund is ₹62 Cr as of 31-Mar-2025

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

Company Percentage of Portfolio

Quantum Dynamic Bond Direct-G

29.87

Quantum Liquid Direct-G

15.49

Quantum Gold

14.84
See More

As of 31-Mar-2025, Quantum Multi Asset Fund of Funds - Regular Plan had invested 42.73% in Debt, 34.66% in Equity, 14.71% in Commodities and 7.9% in Cash & Cash Eq. See More

Quantum Multi Asset Fund of Funds - Regular Plan is 12 years 9 months old. It has delivered 9.86% returns since inception. See More

1Y
3Y
5Y
7Y
10Y
Since Inception
13.16%
12.17%
12.60%
9.83%
9.40%
9.86%

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

The expense ratio of Quantum Multi Asset Fund of Funds - Regular Plan is 0.47.