Quantum Equity Fund of Funds

Inception DateJul 20, 2009

Expense Ratio0.51%

Asset Size (in Crore)77.82as on 31/12/2021

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
Benchmark Additional Benchmark
Period Scheme
(₹)
S&P BSE 200 TRI
(₹)
S&P BSE Sensex TRI
(₹)

Since Inception

Jul 20, 2009
to Dec 31, 2021
14.65%₹54,923 13.37%₹47,755

12.84%

₹45,043

10 Years

Dec 30, 2011
to Dec 31, 2021
16.94%₹47,888 16.52%₹46,229

15.65%

₹42,856

7 Years

Dec 31, 2014
to Dec 31, 2021
12.63%₹23,013 13.18%₹23,804

12.58%

₹22,936

5 Years

Dec 30, 2016
to Dec 31, 2021
15.69%₹20,739 17.72%₹22,632

18.12%

₹23,015

3 Years

Dec 31, 2018
to Dec 31, 2021
17.30%₹16,149 18.46%₹16,632

18.31%

₹16,566

1 Year

Dec 31, 2020
to Dec 31, 2021
30.70%₹13,070 27.79%₹12,779

22.25%

₹12,225
Quantum Equity Fund of Funds Performance as on Dec 31, 2021
Past performance may or may not be sustained in the future. Load is not taken into consideration in scheme returns calculation.
Different Plans shall have a different expense structure.
Returns are net of total expenses and are calculated on the basis of Compounded Annualized Growth Rate (CAGR).
Fund Managed By

Chirag Mehta

Managing this fund since Nov 2013Performance details of other funds managed by him
Fund Facts
  • No. Of Folios4,992

  • Cut-Off Time03:00 PM

  • Benchmark IndexS&P BSE 200 TRI

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

Portfolio

as on 31/12/2021
  • Top 5 Holdings

  • Sector Allocation

Stock Name % of Net Assets
UTI - Flexi Cap Fund - Direct Plan - Growth Option 11.07%
Sundaram Large and Midcap Fund - Direct Plan - Growth Option 10.94%
Canara Robeco Emerging Equities - Direct Plan - Growth Option 10.90%
Invesco India Midcap Fund - Direct Plan - Growth Option 10.83%
Canara Robeco Blue Chip Equity Fund - Direct Plan - Growth Option 10.82%
Other 45.44%

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 of scheme
Investors understand that their principal will be at Very High Risk
Riskometer of benchmark as of Dec 31, 2021
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
The Risk Level of the Scheme in the Risk O Meter is based on the portfolio of the scheme as on Dec 31, 2021.
The Risk Level of the Benchmark Index in the Risk O Meter is basis it's constituents as on Dec 31, 2021.
Click Here for a step-by-step
walkthrough of various types
of transactions on our portal.
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