The investment objective of the Scheme is to generate long term capital appreciation /income by investing in Diversified portfolio of Equity & Equity Related Instruments, Debt & Money Market Instruments and Gold Related Instruments. There is no assurance that the investment objective of the scheme will be achieved.
Multi Asset Allocation
An Open-Ended Scheme Investing in Equity & Equity Related Instruments, Debt & Money Market Instruments and Gold Related Instruments
Mr. Chirag Mehta - Fund Manager
(Work experience: 23 years)
He has been managing this fund effective from March 07, 2024.
Ms. Sneha Pandey - Fund Manager (Fixed Income)
(Work experience: 8 years)
She has been managing this fund with effective from April 01, 2025.
Ms. Mansi Vasa - Associate Fund Manager (Equity)
(Work experience: 11 years)
Thereafter or account balance whichever is less / 50 Units
Processed through RTGS/NEFT mode on T+2 basis from the date of transaction where the investor’s Bank details are available.
Processed through cheque on T+2 basis from the date of transaction where the required Bank details of investor are not available.
Not Applicable
Note: Redemptions / Switch outs of units will be done on First In First Out (FIFO) basis. The above-mentioned load structure shall be equally applicable to the special facilities such as Systematic Withdrawal Plan (SWP) / Systematic Transfer Plan (STP) and Switches etc. However, no load shall be charged for switching between option / plan within the Scheme.
Note: TER specified are the actual expenses charged (i.e., effective rate) as at the end of the month.
(Total Turnover = Equity + Debt + ETF)
Since Inception
1 Year
Chirag Mehta
Sneha Pandey
Mansi Vasa
*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.Please click here for more details on taxation
a. Quantum Asset Management Company Pvt. Ltd. claims compliance with the Global Investment Performance Standards (GIPS®). GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
b. Indian Rupee (INR) is the currency used to express performance and other statistics.