Investment
₹
₹
NAV
₹ 11.0600
₹ -0.0200 (-0.18%)
per unit as on 18/09/2024
About The Fund
The Quantum Multi Asset Allocation Fund aims to diversify your portfolio across three major asset classes i.e. Equity, Debt and Gold to reduce dependence on a single asset class & deliver better risk-adjusted returns over the long run. While Equity investments have the potential to generate capital appreciation over time, Debt investments add stability to your portfolio & Gold plays the role of a strategic diversifier as it generally has an inverse correlation with Equities. This Fund helps combine the benefits of 3 asset classes with 1 single investment to achieve your long-term goals with peace of mind.
Enjoy the benefits of having a Fund Manager who periodically rebalances the portfolio to capitalize on opportunities across market cycles. Investors who do not have the time or the expertise to manage a diversified portfolio on their own can take advantage of this actively managed fund.
5 Reasons to Invest in Quantum Multi Asset Allocation Fund
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1. Dynamic research backed asset allocation.
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2. Smarter option to a Bank Fixed Deposit.
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3. Periodic rebalancing to buy low and sell high.
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4. Tax efficient rebalancing and indexation benefits.
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5. Potential for good risk adjusted returns.
To know more about the Post Budget Tax Implications on this fund - Click Here
Fund Features
Investment Objective
The investment objective of the Scheme is to generate long term capital appreciation/income by investing in a diversified portfolio of Equity & Equity Related Instruments, Debt & Money Market Instruments and Gold Related Instruments.
Benchmark
Tier I: NIFTY 50 TRI (40%) + CRISIL Short Term Bond Fund AII Index (45%) + Domestic Price of Gold (15%)
Type of Scheme
An Open-Ended Scheme Investing in Equity & Equity Related Instruments, Debt & Money Market Instruments and Gold Related Instruments
Plans Available
The Scheme offers two Plans - Direct Plan & Regular Plan – Investment Through Distributor. Each plan offers – Growth Option
Minimum Application Amount
500 / SIP - 100 (Daily) & 500 (Weekly, Fortnightly, Monthly & Quarterly)
Fund Managed By
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Funds Managed:
- Quantum Equity Fund of Funds
- Quantum Multi Asset Fund of Funds
- Quantum India ESG Equity Fund
- Quantum Gold Savings Fund
- Quantum Small Cap Fund
Qualification:
- CAIA (Chartered Alternative Investment Analyst), and Masters in Management Studies in Finance
Funds Managed:
- Quantum Dynamic Bond Fund
- Quantum Liquid Fund
Qualification:
- Post Graduate Diploma in Banking & Finance from National Institute of Bank Management, Pune and is qualified CFA (Chartered Financial Analyst).
Portfolio
Product Label
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Name of the Scheme & Tier I Benchmark
Quantum Multi Asset Allocation Fund
(An Open-Ended Scheme Investing in Equity & Equity Related Instruments, Debt & Money Market Instruments and Gold Related Instruments)
Tier I Benchmark: NIFTY 50 TRI (40%) + CRISIL Short Term Bond Fund All Index (45%) + Domestic Price of Gold (15%) -
This product is suitable for investors who are seeking*
• Long term capital appreciation and current income
• Investment in a Diversified Portfolio of Equity & Equity Related Instruments, Debt & Money Market Instruments and Gold Related Instruments
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Risk-o-meter of Scheme
Investors understand that their principal will be at High Risk
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Risk-o-meter of Tier-1 Benchmark
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
