Quantum Multi Asset Fund of Funds - Regular Plan

Value Research Rating

3 star

Our Opinion

premium-user

Riskometer

fund-quick-summary-circle

High

₹33.9418 0.38%

As on 20-Jun-2025

Returns

to
loading...

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 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

loading...

Market Cap Weightage

Split between categories of Equity investments

loading...

Peer Comparison

Fund name
Rating
Our Opinion
Risk info
Return (%)
Expense Ratio (%) info
Quantum Multi Asset Fund of Funds - Regular Plan
3 star
unlock fund advisor
High
loading...
0.47
4 star
unlock fund advisor
High
loading...
1.27
4 star
unlock fund advisor
High
loading...
1.16
4 star
unlock fund advisor
Very High
loading...
0.99
5 star
unlock fund advisor
Very High
loading...
1.16

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

Assets

info

₹66 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 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.
loading...
loading...
loading...
loading...
loading...
loading...

FAQ for Quantum Multi Asset Fund of Funds - Regular Plan

Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of Quantum Multi Asset Fund of Funds - Regular Plan through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, Quantum Multi Asset Fund of Funds - Regular Plan can be bought from the Quantum Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.

The latest declared NAV of Quantum Multi Asset Fund of Funds - Regular Plan, is ₹33.9418 as of 23-Jun-2025.

Company Percentage of Portfolio

Quantum Dynamic Bond Direct-G

28.83

Quantum Liquid Direct-G

14.69

Quantum Gold

12.79
See More

Over the past five years, Quantum Multi Asset Fund of Funds - Regular Plan has delivered an annualised return of 11.92% as of 23-Jun-2025.

The minimum investment required to start investing in Quantum Multi Asset Fund of Funds - Regular Plan is ₹500 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.