Quantum Multi Asset Mutual Fund -
One Fund that Combines
3 different Asset Classes
| Investment Details | ||
|---|---|---|
| Return since Launch: | 10.47% | |
| Minimum Investment (R) | 500 | |
| Minimum Addl Investment (R) | 500 | |
| Minimum SIP Investment (R) | 500 | |
| Minimum No of Cheques | 6 | |
| Minimum Withdrawal (R) | 500 | |
| Minimum Balance (R) | - | |
| Exit Load (%) | 1% for redemption within 90 days | |
| Basic Details | ||
|---|---|---|
| Fund House: | Quantum Mutual Fund | |
| Launch Date: | Jul 11, 2012 | |
| Benchmark (%): | Crisil Composite Bond (40), S&P BSE TRI-Sensex (40), Domestic Price of Gold (20) | |
| Riskometer: | Moderately High | |
| Risk Grade: | - | |
| Return Grade: | - | |
| Turnover: | - | |
| Type: | Open-ended | |
Performance
|
YTD
|
1-Month
|
3-Month
|
1-Year
|
3-Year
|
5-Year
|
||
|
\Fund*
|
11.18
|
1.66
|
2.37
|
10.17
|
8.62
|
10.06
|
|
|
VR Balanced
|
22.58
|
4.89
|
3.63
|
19.41
|
7.70
|
11.66
|
As
on Nov 03, 2017
*As on Nov 02, 2017
Peer Comparison https://www.valueresearchonline.com
|
Fund
|
Rating
|
Launch
|
1-Year Ret
|
3-Year Ret
|
5-Year Ret
|
Expense Ratio (%)
|
Assets
(Cr)
|
|
Quantum Multi
Asset Fund - Direct Plan
|
Unrated
|
Jul-2012
|
10.17
|
8.62
|
10.06
|
0.26
|
12
|
|
Unrated
|
Jan-2013
|
19.25
|
13.56
|
-
|
0.58
|
128
|
|
|
Unrated
|
Jan-2013
|
9.11
|
8.99
|
-
|
0.72
|
5
|
|
|
Unrated
|
Jan-2013
|
13.02
|
10.59
|
-
|
0.81
|
18
|
|
|
Unrated
|
Jan-2013
|
9.44
|
8.93
|
-
|
0.93
|
319
|
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