CAGR Returns
Launching, The Quantum Nifty 50 ETF Fund of Fund
(An Open Ended Fund of Fund Scheme Investing in Units of Quantum Nifty 50 ETF)
Are you looking for a simple and convenient opportunity to build wealth over the long term?
Quantum brings to you an easy way to ride India’s growth story with a fund that provides exposure to the Nifty 50 Index. It is a critical block in our suite of products that gives investors a one-stop-shop solution to diversity their investments in passive funds according to our tried and tested 12:20:80 Asset Allocation Strategy.
The Quantum Nifty 50 ETF Fund of Fund is a first of its kind wrapper fund that invests in units of the Quantum Nifty 50 ETF, offering the efficiency of an ETF with the convenience of an Index Fund. The underlying Quantum Nifty 50 ETF tracks/ replicates India’s Nifty 50 companies and has a proven track record of 14 years and counting
Simplify your investments with this hassle-free way to build wealth over the long term!
In the interest of doing what’s best for you, Quantum has been meticulously adding funds over the years across the asset classes of Equity, Debt and Gold to create a one stop shop for all your needs. Each fund that Quantum has launched forms a building block in our well thought-out and time-tested 12-20-80 Asset Allocation strategy.
There are three crucial building blocks within this strategy with underlying assets in Equity, Debt and Gold which helps you achieve your long-term goals and ride the market swings with peace of mind.
Safety BlockSet aside 12 months of your expenses in the Quantum Liquid fund that has minimal interest rate and credit risk, allowing you insta-redemption facility upto Rs. 50,000 anytime, qualifying as an emergency fund.
Diversifying BlockInvest 20% of your investable surplus into gold , that generally has an inverse correlation with equity, via efficient financial forms such as Quantum Gold Fund or Quantum Gold Savings Fund.
Growth BlockAllocate the balance 80% in a diversified equity portfolio. For passive investing, allocate 85% in the NFO - the Quantum Nifty 50 ETF Fund of Fund and 15% in the Quantum India ESG Equity Fund.
We always put your needs first instead of chasing bottom lines. We are “Asset Managers” not “Asset Gatherers”.
We endeavour to cut through clutter to offer you simple solutions and a one-stop-shop for all your investment needs.
We say as we do and do as we say, the cornerstones being integrity and transparency.
We have a series of firsts when it comes to leading and delivering on industry better practices.
| Name of the Scheme | This product is suitable for Investors who are seeking* | Risk-o-meter of Scheme |
|---|---|---|
|
Quantum Nifty 50 ETF Fund of Fund^ (An Open-ended fund of fund investing in units of Quantum Nifty 50 ETF) |
• Long term capital appreciation • Investments in units of Quantum Nifty 50 ETF – Exchange Traded Fund |
Investors understand that their principal will be at Very High Risk. |
|
Quantum India ESG Equity Fund (An Open ended equity scheme investing in companies following Environment, Social and Governance (ESG) theme) |
• Long term capital appreciation • Invests in shares of companies that meet Quantum's Environment, Social, Governance (ESG) criteria. |
Investors understand that their principal will be at Very High Risk. |
|
Quantum Gold Fund (An Open Ended Scheme Replicating / Tracking Gold) |
• Long term returns • Investments in physical gold |
Investors understand that their principal will be at High Risk. |
|
Quantum Gold Savings Fund (An Open Ended Fund of Fund Scheme Investing in Quantum Gold Fund) |
• Long term returns • Investments in units of Quantum Gold Fund – Exchange Traded Fund whose underlying investments are in physical gold |
Investors understand that their principal will be at High Risk. |
|
Quantum Liquid Fund (An Open-ended Liquid Scheme. A relatively low interest rate risk and relatively low credit risk.) |
• Income over the short term • Investments in debt / money market instruments |
Investors understand that their principal will be at Low Risk. |
|
Quantum Nifty 50 ETF (An Open Ended Scheme Replicating / Tracking Nifty 50 Index) |
• Long term capital appreciation • Investments in equity and equity related securities of companies in Nifty 50 Index |
Investors understand that their principal will be at Very High Risk. |
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
The Risk Level of the Scheme in the Riskometer is based on the portfolio of the scheme as on June 30, 2022.
^The product labeling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the
actual investments are made. For latest riskometer, investors may refer to the Monthly Portfolios disclosed on the website of the Fund www.QuantumAMC.com/www.QuantumMF.com
Investors of Quantum Nifty 50 ETF Fund of Fund (Scheme) will bear the recurring expenses of the Scheme in addition to the expenses of Quantum Nifty 50 ETF.
| Credit Risk → Interest Rate Risk ↓ |
Relatively Low (Class A) | Moderate (Class B) | Relatively High (Class C) |
|---|---|---|---|
| Relatively Low (Class I) |
A-I |
||
| Moderate (Class II) | |||
| Relatively High (Class III) |
