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quantum equity fund of funds regular plan growth option
Quantum Equity Fund of Funds Regular Plan Growth Option

Quantum Equity Fund of Funds Regular Plan Growth Option

  • Very High Risk
  • Allocation
  • Fund of Funds
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NAV as on Apr 23, 2025
i
Price per unit of the scheme.
₹ 80.30000.61%1 Day Change
4.13%
Minimum Investment₹500
Expense Ratio0.75%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
*Morningstar Rating Methodologyi
i

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Apr 23, 2025
Compare fund’s performance against category average across different time periods
1M3M6M1Y3Y5Y
12Out of 39 funds in the category
Category Avg Return
3.08%
Fund Return 4.13%
Low-1.66%10.4%High
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

1M3M6M1Y3Y5Y
This Fund
Quantum Equity Fund of Funds Regular Plan Growth Option
VS
Allocation: Fund of Funds Average NAV
    Topper in Allocation: Fund of Funds
    ICICI Prudential Thematic Advantage Fund(FOF) Direct Plan Growth
    All Fund


    No Data Found.
    *For the other fund, rescaled NAVs are used
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    bt_logoRETURN CALCULATOR

    Check the return on your investment in the fund
    Quantum Equity Fund of Funds Regular Plan Growth Option
    Investment Type
    Monthly Investment
    Time Period (yrs)
    Annual Return in %
    • Invested Amount
      ₹3,60,000
    • Return
      ₹1,00,818
    • Current Value
      ₹4,60,818

    bt_logoFUND SUMMARY

    Benchmark
    S&P BSE 200 India TR INR
    Expense Ratio
    0.75%
    Category Avg Expense Ratio
    0.24%
    Minimum Investment (Lumpsum/SIP)
    ₹ 500 /₹ 100
    Lock In (Years)
    No Lock-in
    Fund Size
    ₹ 120.39 Cr(As on Mar, 2025)
    Inception Date
    Jul 20, 2009
    Turnover
    - %
    Exit Load
    1%: If Remaining 90% of units if redeemed or switched out on or before 365 days from the date allotment NIL: If redeemed or switched out of units after 365 days from the date of allotment.

    bt_logoABOUT THE FUND

    Objective: The investment objective of the scheme is to generate long-term capital appreciation by investing in a portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI. There can be no assurance of positive returns from following the stated investment strategy.

    Quantum Equity Fund of Funds Regular Plan Growth Option is an Allocation - Fund of Funds fund. The fund was launched inJul 20, 2009. Its risk level is . The NAV of the fund as onApr 23, 2025 is ₹80.30. Its expense ratio is 0.75 %. The fund has an AUM of ₹120.39 Cr.The fund is managed byChirag Mehta,Piyush Singh.
    The minimum initial investment is  ₹500 in Lumpsum mode.

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    bt_logoFUND MANAGER

    Chirag Mehta
    Chirag Mehta
    i
    Lead Fund Manager.
    Nov 1, 2013 - Present
    • Fund Manager Rank--Out of 2
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed4
    • Total AUM₹ 454.98 Cr
    • Highest Return In 1 Yr33.28 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Quantum Multi Asset Fund of Funds - Direct Growth
    ₹ 34.15
    3.85%
    -%
    Moderately High risk
    ₹61.99Cr
    Quantum Equity FoF Direct Growth
    ₹ 81.67
    4.16%
    -%
    Very High Risk
    ₹120.39Cr
    Quantum India ESG Equity Fund Direct Growth
    --
    ₹ 24.46
    4.53%
    4.02%
    Very High Risk
    ₹91.90Cr
    Quantum Multi Asset Fund of Funds - Direct Growth
    Moderately High risk
    • NAV₹ 34.15
    • Fund Size₹61.99Cr
    Fund Return3.85%
    Category Return--
    Quantum Equity FoF Direct Growth
    Very High Risk
    • NAV₹ 81.67
    • Fund Size₹120.39Cr
    Fund Return4.16%
    Category Return--
    Quantum India ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 24.46
    • Fund Size₹91.90Cr
    Fund Return4.53%
    Category Return4.02%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
    Piyush Singh
    Piyush Singh
    i
    Lead Fund Manager.
    Apr 1, 2025 - Present
    • Fund Manager Rank--Out of 2
      i
      Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
    • Schemes managed1
    • Total AUM₹ 120.39 Cr
    • Highest Return In 1 Yr12.24 %
    Other Funds
    • table
    • card
    1M
    3M
    6M
    1Y
    3Y
    5Y
    Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
    Quantum Equity FoF Direct Growth
    ₹ 81.67
    4.16%
    -%
    Very High Risk
    ₹120.39Cr
    Quantum Equity FoF Direct Growth
    Very High Risk
    • NAV₹ 81.67
    • Fund Size₹120.39Cr
    Fund Return4.16%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoDETAILED PORTFOLIO

    As on Mar, 2025
    EQUITY (94.92%)
    DEBT (0.03%)
    CASH (5.05%)
    Allocation by Market Cap
    Large Cap(62.33%)
    Mid Cap(23.77%)
    Small Cap(8.59%)
    Industry Holdings
    • Banks Regional21.54%
    • Information Technology Services7.26%
    • Drug Manufacturers Specialty Generic6.21%
    • Credit Services5.11%
    • Telecom Services4.25%
    • Building Materials3.78%
    Stock Holdings
    No Data For Allocation

    bt_logoPERFORMANCE MEASURES

    Fund evaluation across critical parameters for better decision making. Study period is 3 years.
    • Consistency
      i
      It represents the consistency of a fund in beating its benchmark.
      ----
    • Downside Risk
      i
      Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
      ----
    • Risk Adjusted Return
      i
      Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
      ----
    • Volatility
      i
      Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
      ----
    • Upside Capture Ratio
      i
      Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
      ----
    • Downside Capture Ratio
      i
      Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
      ----

    bt_logoHISTORICAL RISK MEASURES

    Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
    • Alpha: Excess return of the fund over benchmark
      i
      Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
      --
      This Fund
      VS
      --
      Category Avg
    • R-Squared: How well the fund tracks benchmark
      i
      R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
      --
      This Fund
      VS
      --
      Category Avg
    • Beta: Risk of the fund in relation to benchmark
      i
      Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
      --
      This Fund
      VS
      --
      Category Avg
    • Sharpe Ratio: Risk adjusted return of the fund
      i
      Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
      0.55
      This Fund
      VS
      --
      Category Avg
    • Sortino Ratio: Return per unit of bad risk
      i
      A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
      0.89
      This Fund
      VS
      --
      Category Avg
    • Standard Devation: Volatility of the fund
      i
      Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
      13.51
      This Fund
      VS
      --
      Category Avg
    Benchmark used in calculation : S&P BSE 500 India TR INR

    bt_logoPEER ANALYSIS

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
    ICICI Prudential Passive Strategy Fund(FOF) GrowthICICI Prudential Passive Strategy Fund(FOF) Growth
    ₹ 159.24
    5.51%
    --
    Very High Risk
    ₹ 181.02 Cr
    Nippon India Nifty Next 50 Junior BeES FoF Regular GrowthNippon India Nifty Next 50 Junior BeES FoF Regular Growth
    --
    ₹ 24.28
    4.80%
    --
    Very High Risk
    ₹ 522.12 Cr
    ICICI Prudential Nifty Alpha Low-Volatility 30 ETF FOF Regular GrowthICICI Prudential Nifty Alpha Low-Volatility 30 ETF FOF Regular Growth
    --
    ₹ 14.49
    4.78%
    --
    Very High Risk
    ₹ 893.75 Cr
    Aditya Birla Sun Life Financial Planning FOF Agrsv Plan GrowthAditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth
    ₹ 51.64
    4.73%
    --
    Very High Risk
    ₹ 208.68 Cr
    ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Regular GrowthICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Regular Growth
    --
    ₹ 17.47
    4.41%
    --
    Very High Risk
    ₹ 1,366.43 Cr
    ICICI Prudential Thematic Advantage Fund(FOF) GrowthICICI Prudential Thematic Advantage Fund(FOF) Growth
    ₹ 217.37
    4.38%
    --
    Very High Risk
    ₹ 2,595.41 Cr
    ICICI Prudential Passive Strategy Fund(FOF) Growth
    Very High Risk
    • NAV₹ 159.24
    • Fund Size₹ 181.02 Cr
    Fund Return5.51%
    Category Return--
    Nippon India Nifty Next 50 Junior BeES FoF Regular Growth
    Very High Risk--
    • NAV₹ 24.28
    • Fund Size₹ 522.12 Cr
    Fund Return4.80%
    Category Return--
    ICICI Prudential Nifty Alpha Low-Volatility 30 ETF FOF Regular Growth
    Very High Risk--
    • NAV₹ 14.49
    • Fund Size₹ 893.75 Cr
    Fund Return4.78%
    Category Return--
    Aditya Birla Sun Life Financial Planning FOF Agrsv Plan Growth
    Very High Risk
    • NAV₹ 51.64
    • Fund Size₹ 208.68 Cr
    Fund Return4.73%
    Category Return--
    ICICI Prudential Nifty 100 Low Volatility 30 ETF FOF Regular Growth
    Very High Risk--
    • NAV₹ 17.47
    • Fund Size₹ 1,366.43 Cr
    Fund Return4.41%
    Category Return--
    ICICI Prudential Thematic Advantage Fund(FOF) Growth
    Very High Risk
    • NAV₹ 217.37
    • Fund Size₹ 2,595.41 Cr
    Fund Return4.38%
    Category Return--
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoTOP FUNDS FROM THIS AMC

    1M
    3M
    6M
    1Y
    3Y
    5Y
    • card
    • table
    Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
    Quantum Gold Savings Fund Direct GrowthQuantum Gold Savings Fund Direct Growth
    --
    ₹ 37.12
    8.80%
    5.01%
    High Risk
    ₹ 180.70 Cr
    Quantum India ESG Equity Fund Direct GrowthQuantum India ESG Equity Fund Direct Growth
    --
    ₹ 24.46
    4.53%
    4.02%
    Very High Risk
    ₹ 91.90 Cr
    Quantum Nifty 50 ETF Fund of Fund Direct GrowthQuantum Nifty 50 ETF Fund of Fund Direct Growth
    --
    ₹ 14.28
    4.18%
    --
    Very High Risk
    ₹ 25.81 Cr
    Quantum Equity FoF Direct GrowthQuantum Equity FoF Direct Growth
    ₹ 81.67
    4.16%
    --
    Very High Risk
    ₹ 120.39 Cr
    Quantum Multi Asset Fund of Funds - Direct GrowthQuantum Multi Asset Fund of Funds - Direct Growth
    ₹ 34.15
    3.85%
    --
    Moderately High risk
    ₹ 61.99 Cr
    Quantum Tax Saving Direct GrowthQuantum Tax Saving Direct Growth
    ₹ 126.82
    3.71%
    3.80%
    Very High Risk
    ₹ 209.18 Cr
    Quantum Gold Savings Fund Direct Growth
    High Risk--
    • NAV₹ 37.12
    • Fund Size₹ 180.70 Cr
    1 Month Return8.80%
    Category Return5.01%
    Quantum India ESG Equity Fund Direct Growth
    Very High Risk--
    • NAV₹ 24.46
    • Fund Size₹ 91.90 Cr
    1 Month Return4.53%
    Category Return4.02%
    Quantum Nifty 50 ETF Fund of Fund Direct Growth
    Very High Risk--
    • NAV₹ 14.28
    • Fund Size₹ 25.81 Cr
    1 Month Return4.18%
    Category Return--
    Quantum Equity FoF Direct Growth
    Very High Risk
    • NAV₹ 81.67
    • Fund Size₹ 120.39 Cr
    1 Month Return4.16%
    Category Return--
    Quantum Multi Asset Fund of Funds - Direct Growth
    Moderately High risk
    • NAV₹ 34.15
    • Fund Size₹ 61.99 Cr
    1 Month Return3.85%
    Category Return--
    Quantum Tax Saving Direct Growth
    Very High Risk
    • NAV₹ 126.82
    • Fund Size₹ 209.18 Cr
    1 Month Return3.71%
    Category Return3.80%
    Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

    bt_logoABOUT THE AMC

    company icon
    Quantum Asset Management Co Pvt. Ltd.
    Quantum Asset Management Co Pvt. Ltd. manages assets worth ₹ 3,017.46 crores. It’s current offering of mutual fund schemes includes 5 equity, 1 debt and 4 hybrid schemes.
    phone icon
    Phone
    +91 22 61447800
    mail icon
    Email
    customercare@QuantumAMC.com
    aum
    AUM
    ₹ 3,017.46 Cr (
    As on Mar 31, 2025
    )
    location
    Address
    505, Regent Chambers, Mumbai,400 021

    bt_logoFAQ's

    What is the category of Quantum Equity Fund of Funds Regular Plan Growth Option ?
    The category of Quantum Equity Fund of Funds Regular Plan Growth Option is Allocation - Fund of Funds
    What is the current NAV of Quantum Equity Fund of Funds Regular Plan Growth Option ?
    The current NAV of Quantum Equity Fund of Funds Regular Plan Growth Option as on Apr 23, 2025 is ₹80.30
    How safe is Quantum Equity Fund of Funds Regular Plan Growth Option ?
    The risk level of Quantum Equity Fund of Funds Regular Plan Growth Option is Very High.
    What are short term returns given by Quantum Equity Fund of Funds Regular Plan Growth Option ?
    The return given by Quantum Equity Fund of Funds Regular Plan Growth Option in 1 month is 4.13%, 3 months is 3.96%, 6 months is -1.66%, and 1 year is 11.97%
    What are the long term returns given by Quantum Equity Fund of Funds Regular Plan Growth Option ?
    The return given by Quantum Equity Fund of Funds Regular Plan Growth Option in 3 years is 15.52% and 5 years is 22.46%.
    What is the expense ratio of Quantum Equity Fund of Funds Regular Plan Growth Option ?
    The expense ratio of Quantum Equity Fund of Funds Regular Plan Growth Option is 0.75%
    What is the AUM of Quantum Equity Fund of Funds Regular Plan Growth Option ?
    The assets under Management (AUM) of Quantum Equity Fund of Funds Regular Plan Growth Option is Rs 120.39 crores.
    What is the minimum investment in Quantum Equity Fund of Funds Regular Plan Growth Option ?
    The minimum Lumpsum investment in Quantum Equity Fund of Funds Regular Plan Growth Option is ₹500.00 and the minimum SIP investment in Quantum Equity Fund of Funds Regular Plan Growth Option is ₹100.00
    What is the asset allocation of Quantum Equity Fund of Funds Regular Plan Growth Option?
    Quantum Equity Fund of Funds Regular Plan Growth Option has an exposure of 94.92% in Equity, 0.03% in Debt and 5.05% in Cash & Money Market Securities

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