| Category: Hybrid: Multi Asset Allocation |
| Launch Date: 07-03-2024 |
| Asset Class: |
| Benchmark: CRISIL Short Term Bond Fund AII (45), NIFTY 50 TRI (40), Domestic Price of Gold (15) |
| Expense Ratio: 1.97% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 32.52 Cr As on (31-03-2025) |
| Turn over: |
| 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) | |
|---|---|---|---|---|---|
| Quantum Multi Asset Allocation Fund - Regular Plan Growth Option | 11.17 | - | - | - | 10.75 |
| Benchmark | - | - | - | - | - |
| Hybrid: Multi Asset Allocation | 7.69 | 13.91 | 19.82 | 12.15 | 11.54 |
Chirag Mehta, Pankaj Pathak
The Scheme is to generate long term capital appreciation / income by investing in Diversified portfolio of Equity & Equity Related Instruments, Debt & Money Market Instruments and Gold Related Instruments.
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Quantum Multi Asset Allocation Fund - Regular Plan Growth Option | - | - | - | - | - | - |
| Hybrid: Multi Asset Allocation | - | - | - | - | - | - |