Funds | Investment Strategy |
---|---|
QVF & QETSF | Value Style of Investing |
QESG | Environment, Social & Governance |
QEF | Invests in companies following Ethical Set of Principles |
QEFOF | Equity Fund of Fund |
QMAFOF | Invests in Equity, Gold & Debt |
QMAAF | Dynamic Asset Allocation between Equity, Debt & Gold |
QSCF | Invests in Small Cap |
QNF | Passive Equity ETF |
QNEFOF | Passive Equity ETF Fund of Fund |
QGF & QGSF | Invests in Gold & Gold ETF |
QLF & QDBF | Invests in sovereign debt securities, PSU Bonds, etc. |
Note: Graph is based on 3 years CAGR Return & Standard Deviation of Scheme’s Direct Plan data as on 31st, May 2025. Quantum NIFTY 50 ETF Fund of Fund, Quantum Small Cap Fund, Quantum Multi Asset Allocation Fund and Quantum Ethical Fund are plotted based on theoretical risk return profile and as per the risk o meter of the respective Schemes. Past performance may or may not be sustained in the future.
Data as of May 31st, 2025. Past Performance may or may not be sustained in the future. The above performance is of the Direct Plan. To view complete performance for the schemes, refer to pages 50 to 54. Please note the above is a suggested fund allocation and not to be considered as an investment advice or recommendation. Quantum Value Fund- Tier I Benchmark: BSE 500 TRI, Quantum Small Cap Fund - Tier I Benchmark: BSE 250 SmallCap TRI, Quantum ESG Best In Class Strategy Fund- Tier I Benchmark: NIFTY100 ESG TRI, Quantum Gold Savings Fund - Tier I Benchmark: Domestic Price of Gold, Quantum Liquid Fund- Tier I Benchmark: CRISIL Liquid Debt A-I Index, Quantum Equity Fund of Funds - Tier I Benchmark: BSE 200 TRI.
*Please note the above is a suggested Asset allocation and not to be considered as an investment advice / recommendation. The name of Quantum Long Term Equity Value Fund has been changed to Quantum Value Fund effective from May 01, 2025