per unit as on 12/06/2024

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.

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5 Reasons to Invest in Quantum Multi Asset Allocation Fund
  • 1. Dynamic research backed asset allocation.

  • 2. Smarter option to a Bank Fixed Deposit.

  • 3. Periodic rebalancing to buy low and sell high.

  • 4. Tax efficient rebalancing and indexation benefits.

  • 5. Potential for good risk adjusted returns.

Quantum Multi Asset Allocation Fund - Tax Efficient

Capital gains from this fund are exposed to lower taxation compared to other Debt oriented mutual funds with holding period exceeding 3 years. This makes the fund more tax efficient due to the indexation benefit. Indexation refers to the adjustment of the purchase price of an asset to account for inflation (using Consumer Inflation Index) when calculating capital gains for tax purposes. This adjustment effectively lowers the taxable amount of capital gains, reducing the tax burden for investors. Investors looking to take advantage of this indexation benefit can opt for the Quantum Multi Asset Allocation Fund.

Tax efficient returns with indexation benefit
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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

  • Chirag Mehta
    CIO & Fund Manager
    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
  • Pankaj Pathak
    Fund Manager
    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

  • 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
    • Risk-o-meter of Scheme

      Investors understand that their principal will be at High Risk

    • Risk-o-meter of Tier-1 Benchmark

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.


Need more information? Drop us a line. We will get back to you.

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