Quantum Equity Fund of Funds

Inception DateJul 20, 2009

Expense Ratio0.51%

Asset Size (in Crore)45.78as on 31/12/2019

Minimum Investment 500

About the Fund

Given the 350 plus Equity funds out there, which one should you invest in? Can you simply invest in one fund, which in turn will pick the Equity funds to put your hard earned money into? Yes you can – with the Quantum Equity Fund of Funds (QEFOF). QEFOF is an equity fund of funds that invests in 5-10 diversified equity schemes of third party mutual funds, shortlisted after extensive research. However, please consider the tax implication before investing as it is taxed as a Debt fund.

Read the Product Brochure -English, Hindi, Marathi, Gujarati, Kannada


5 Reasons why you should invest in the Quantum Equity Fund of Funds

  • 1. By investing in Quantum Equity Fund of Funds you don't have to worry about which equity fund you should invest in to give your money equity exposure. It will automatically invest your money in suitable diversified equity funds.
  • 2. Our processes ensure that we rebalance our portfolio adequately, giving you what is, according to us, the suite of the finest equity funds in India.
  • 3. Invests in not just equity but diversified equity funds that minimize the risk of investing in equities.
  • 4. You can invest with as low as Rs 500/-
  • 5. You can hold units in Demat mode too.
  • Cumulative Return

  • Fund Performance

Your investment of ₹ since

is valued at ₹50000 (As on 30 Apr 2019)

Fund Performance - Quantum Equity Fund of Funds

Benchmark Performance - S&P BSE 200 TRI

Additional Benchmark Performance - S&P BSE Sensex TRI

Your Investment of ₹10,000 in this would have performed as below table with respect to benchmarks
Period Quantum Equity Fund of Funds Direct Plan - Growth Option S&P BSE 200 TRI S&P BSE Sensex TRI

Since Inception

Jul 20, 2009
to Dec 31, 2019
13.30%₹36,895 11.60%₹31,490

11.46%

₹31,097

10 Years

Dec 31, 2009
to Dec 31, 2019
11.41%₹29,469 10.26%₹26,574

10.40%

₹26,918

7 Years

Dec 31, 2012
to Dec 31, 2019
13.47%₹24,230 12.55%₹22,881

12.71%

₹23,117

5 Years

Dec 31, 2014
to Dec 31, 2019
9.10%₹15,459 9.43%₹15,697

9.62%

₹15,835

3 Years

Dec 30, 2016
to Dec 31, 2019
11.68%₹13,932 14.26%₹14,924

16.67%

₹15,889

1 Year

Dec 31, 2018
to Dec 31, 2019
8.48%₹10,848 9.67%₹10,967

14.37%

₹11,437
Fund Managed By

Chirag Mehta

Managing this fund since Nov 2013Performance details of other funds managed by him
Fund Facts
  • No. Of Folios4,245

  • Cut Off Time 03:00 PM

  • Benchmark IndexS&P BSE 200 TRI

  • Click here to Know the Exit Load
  • Click here to Download Fund Dashboard (XLSX)

Portfolio

as on 31/12/2019
  • Top 5 Holdings

  • Sector Allocation

Stock Name % of Net Assets
Mirae Asset Large Cap Fund-Direct Plan-Growth 14.35%
Kotak Standard Multicap Fund-Growth-Direct 14.30%
Invesco Ind Growth Opp Fund - Direct Plan - Growth 14.19%
ICICI Prudential Bluechip Fund - Dir Plan- Growth 13.96%
Aditya Birla SL Frontline Eq Fd - Gr - Di Pl 13.66%
Other 29.54%

How to Invest

Invest Online in 3 simple steps. Click here to Get Started and plan your Asset Allocation!.
Use your favourite social messaging app to Invest! Send a simple message to 9243223863 to invest in our Equity, Debt and Gold Savings funds
Transact on Stock Exchanges (BSE and NSE) Through Your Demat Account
Investing is as simple as sending an SMS to us! Send a simple Message to 9243223863 to invest in Quantum Equity, Debt and Gold savings funds
Email Us at Transact@QuantumAMC.com Or Send us a Fax on 1800 22 3864
Visit our Office Or Karvy Centers Or Call Us on 1800 209 3863/1800 22 3863

Product label

Name of the Scheme
Quantum Equity Fund of Funds

An Open Ended Fund of Funds scheme Investing in Open Ended Diversified Equity Schemes of Mutual Funds
This product is suitable for investors who are seeking*
• Long term capital appreciation

•Investments in portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI whose underlying investments are in equity and equity related securities of diversified companies

Riskometer
Investors understand that their principal will be at Moderately High Risk
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.