Digital Factsheet

Note: Graph is based on 3 years CAGR Return & Standard Deviation of Scheme’s Direct Plan data as on 28th Feb 2025. Quantum Nifty 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. To view complete performance for the schemes refer from page 45. Past performance may or may not be sustained in the future.

Navigate Unpredictability: Achieve your Financial Goals with
Quantum’s 12|20:80* (Barah Bees Assi) Asset Allocation Approach

Data as of February 28th, 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 45 to 49. 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 Small Cap TRI, Quantum ESG Best In Class Strategy Fund - Tier I Benchmark: NIFTY100 ESG TRI, Quantum Gold Savings Fund - Tier I Benchmark: Domestic Price of Physical Gold, Quantum Liquid Fund - Tier I Benchmark: CRISIL Liquid Debt A-I Index, Quantum Equity Fund of Funds - Tier I Benchmark: BSE 200 TRI