Quantum Multi Asset Allocation Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Multi Asset Allocation funds is 67.77% .
The largest portfolio holding is 689% TAMILNADU SDL MD 19 09 2028 with a portfolio weight of 17.17% .
The fund currently owns more than 50 stocks.
The top 10 holdings account for 62.22% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 8.43% | 8.09% |
| 2 Year Return | N/A | 20.93% |
| 3 Year Return | N/A | 38.04% |
| 4 Year Return | N/A | 51.17% |
| 5 Year Return | N/A | 67.77% |
| 6 Year Return | N/A | 99.56% |
| 7 Year Return | N/A | 94.51% |
| Expense Ratio | 0.35% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance & Investments |
17.17%
|
|
| 2 | Finance - Mutual Funds |
14.33%
|
|
| 3 | Finance & Investments |
8.47%
|
|
| 4 | Financials |
4.48%
|
|
| 5 | Finance - Banks - Private Sector |
4.36%
|
|
| 6 |
3.14%
|
||
| 7 | Information Technology |
2.82%
|
|
| 8 | Information Technology |
2.59%
|
|
| 9 | Financials |
2.46%
|
|
| 10 | Finance - Banks - Private Sector |
2.40%
|
|
| 11 | Industrials |
2.07%
|
|
| 12 | Consumer Discretionary |
2.06%
|
AMC: QUANTUM
Category: Hybrid • Multi Asset Allocation
Launch Date: 19 Feb 2024
Fund Manager: Ms. Sneha Pandey
Minimum Purchase: ₹500
Exit Load: 1.00% if redeemed or switch out on or before 90 days from the date of allotment of units. NIL if redeemed or switch out after 90 days from the date of allotment of units.
Lock-in: 1
Risk: Moderate Risk
Quantum Multi Asset Allocation Fund - Direct Plan is managed by QUANTUM and belongs to the Hybrid category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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