Quantum Multi Asset Allocation Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @chanakyamfguidance
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Should You Invest in this NFO?
- Invest Online
What is the Quantum Multi Asset Allocation Fund Open Date, Close Date?
NFO opens on February 19, 2024
NFO will close on March 01, 2024
What is the Investment Strategy?
The Scheme is to generate long term capital appreciation / income by investing in Diversified portfolio of Equity & Equity Related Instruments, Debt & Money Market Instruments and Gold Related Instruments.
Basic Details
Fund House | Quantum Mutual Fund |
Issue Open | 19 February 2024 |
Issue Close | 01 March 2024 |
Type | Open-ended |
Category | Hybrid: Multi Asset Allocation |
Min. Investment(Rs) | 500 |
Plans | Growth |
Lock-in Period | NA |
Exit Load | 1% for redemption Within 90 days |
Riskometer | Very High |
Benchmark | CRISIL Short Term Bond Fund AII (45), NIFTY 50 TRI (40), Domestic Price of Gold (15) |
What is the Benchmark Index?
Past Performance of Benchmark Index
Index Returns (%) | QTD | YTD | 1 Year | 5 Years | Since Inception |
Price Return | – | – | – | – | – |
Total Return | – | – | – | – |
Statistics ## | 1 Year | 5 Years | Since Inception |
Std. Deviation * | – | – | – |
Beta (NIFTY 50) | – | – | – |
Correlation (NIFTY 50) | – | – | – |
Fundamentals
P/E | P/B | Dividend Yield |
– | – | – |
Study about Benchmark Index in details
Performance Review of the Fund Managers of Quantum Multi Asset Allocation Fund?
1) Chirag Mehta
Education: He has pursued M.Com from Mumbai University and CAIA.
Experience: Prior to joining Quantum Asset Management Company Private Limited. He has worked as Assistant Analyst – Commodities (Quantum Advisors Pvt. Ltd). More than 19 years of experience in the research and investments functions in the field of commodities and alternative investment strategies. He has interned at Kotak & Co. Ltd and has also attended the Federation of Indian Commodities Exchanges as part of his internship.
Past Performance of his Schemes
Fund | Quantum Equity FoF | It’s Benchmark | Quantum Gold Savings | It’s Benchmark |
1 Year | 28.18 | 34.07 | 6.56 | 9.32 |
3 Year | 14.63 | 18.05 | 7.84 | 9.57 |
5 Year | 15.90 | 19.00 | 11.96 | 13.58 |
7 Year | 13.10 | 16.22 | 9.74 | 11.24 |
10 Year | 16.28 | 16.99 | 6.08 | 8.01 |
2) Pankaj Pathak
Education: Mr. Pankaj is a CFA (CFA Institute, USA) and PG Diploma in Banking & Finance (NIBM, Pune).
Experience: Prior to joining Quantum Asset Management Company, he has worked with Bank of Maharashtra in Treasury Department.
Past Performance of his Schemes
Fund | Quantum Liquid | It’s Benchmark | Quantum Liquid Fund – Unclaimed | It’s Benchmark |
1 Year | 6.88 | 4.59 | — | — |
3 Year | 4.98 | 3.13 | — | — |
5 Year | 4.81 | 3.27 | — | — |
7 Year | 5.23 | 3.53 | — | — |
10 Year | 5.96 | 4.02 | — | — |
Which Company Owns Quantum Multi Asset Allocation Fund?
Quantum Asset Management Company Private Limited
Address: 6th Floor, Sea Breeze Building, Appasaheb Marathe Marg, Prabhadevi Mumbai – 400021
Website: http://www.quantumamc.com
Registrar & Transfer Agent:
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: www.karvymfs.com
Is it good to invest in Quantum Multi Asset Allocation NFO?
Guidance for Quantum Multi Asset Allocation Fund by Paresh Gordhandas, C.A., Research Analyst.
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