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Multi Asset / Dynamicregulargrowth📊 15%CRISIL Short Term Bond Index + 65%BSE200 +20%iCOMDEX Composite Index

quant Multi Asset Allocation Fund-GROWTH OPTION - Regular Plan

quant Mutual Fund

#2 of 28 (1Y)

₹167.6154

0.80 (-0.48%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹167.6154

0.80 (-0.48%)

29 May 2026

AMFI: 101072

Direct · Growth

₹₹181.7115

0.86 (-0.47%)

29 May 2026

AMFI: 120821

Regular · IDCW

₹₹153.6516

0.74 (-0.48%)

29 May 2026

AMFI: 101071

Direct · IDCW

₹₹167.4640

0.79 (-0.47%)

29 May 2026

AMFI: 120820

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.26%
1 Month+1.68%
3 Months+1.66%
6 Months+9.09%
1 Year+20.15%
3 Years (CAGR)+23.62%
5 Years (CAGR)+19.77%
10 Years (CAGR)+18.15%
Since Inception (Dec 2003)+12.82%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+20.08%
3 Year SIP+19.16%
5 Year SIP+19.72%
Since Inception (Dec 2003)+14.10%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,34,500

Invested

₹8,44,132

Value today

14.2%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹15,238

Value today

12.9%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹13,45,000

Withdrawn

₹67,96,448

Corpus left

+₹71,41,448 net gain — withdrew ₹13,45,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹73,97,421

Value today

-19.1%

vs lumpsum

Direct lumpsum would have beaten STP by 19.1% — but STP reduced timing risk

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹5,98,975

Value today

6.0×

Multiple

Staying invested through that crash turned ₹1L into ₹5,98,975 — a 6.0× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹2,01,745

Regular plan

₹1,87,899

Direct earns ₹13,846 more on a ₹60K investment2.31% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund Housequant Mutual Fund
CategoryMulti Asset / Dynamic
Plan Typeregular
Optiongrowth
AUM₹4,788 Cr
Expense Ratio1.75%
Min SIP₹500
Min Lumpsum₹1,000
Benchmark15%CRISIL Short Term Bond Index + 65%BSE200 +20%iCOMDEX Composite Index
Launch Date03 Dec 2003
AMFI Code101072

Risk Metrics

Trailing 1 year, annualised

0.67

Sharpe Ratio

Alpha

Beta

0.66

Sortino

10.49%

Std Dev

-11.82%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Apr 2026

Equity24 holdings · 68.8%
Security% NAV

ICICI Bank Limited

INE090A01021

8.52%

Adani Green Energy Limited

INE364U01010

7.43%

HDFC Bank Limited

INE040A01034

6.72%

Kotak Mahindra Bank Limited

INE237A01036

6.26%

Reliance Industries Limited

INE002A01018

5.32%

HDFC Life Insurance Co Ltd

INE795G01014

5.05%

Aurobindo Pharma Limited

INE406A01037

4.79%

ICICI Prudential AMC Ltd

INE346A01027

4.73%

Premier Energies Limited

INE0BS701011

4.63%

Larsen & Toubro Limited

INE018A01030

1.97%

PB Fintech Limited

INE417T01026

1.74%

Black Box Limited

INE676A01027

1.72%

Tata Steel Limited

INE081A01020

1.54%

Tata Motors Passenger Vehicles Limited

INE155A01022

1.26%

Bharti Airtel Limited

INE397D01024

1.26%

Ventive Hospitality Limited

INE781S01027

0.93%

DLF Limited

INE271C01023

0.90%

Varun Beverages Limited

INE200M01039

0.69%

Godrej Properties Limited

INE484J01027

0.64%

Bajaj Finserv Ltd.

INE918I01026

0.61%

Biocon Ltd

INE376G01013

0.58%

Knowledge Realty Trust

INE1JAR25012

0.57%

Anand Rathi Share & Stock Brokers Ltd

INE549H01021

0.55%

ITC Limited

INE154A01025

0.37%
Debt9 holdings · 5.7%
Security% NAV

NABARD CD 19-Jan-2027

INE261F16AE9

1.81%

EXIM Bank CD 11-Nov-2026

INE514E16CN1

1.38%

364 Days Treasury Bill 15-JAN-2027

IN002025Z419

0.92%

Capriglobal CP 31-Jul-2026

INE180C14730

0.47%

0% GS2027 CSTRIP 12 Sep 2027

IN000927C052

0.35%

Muthoot Finance Ltd CP 08-Sep-2026

INE414G14UT3

0.28%

0% GS2027 CSTRIP 12 Sep 2026

IN000926C054

0.24%

SIDBI CD 27-Oct-2026

INE556F16BN1

0.18%

364 Days Treasury Bill 19-Mar-2027

IN002025Z500

0.04%
Derivatives3 holdings · -1.6%
Security% NAV

ITC Limited 26/05/2026

ITC260526

-0.37%

Biocon Ltd 26/05/2026

BIOCON260526

-0.58%

Bajaj Finserv Ltd. 26/05/2026

BAJAJFINSV260526

-0.61%
Other14 holdings · 34.1%
Security% NAV

NCA-NET CURRENT ASSETS

18.77%

Nippon India ETF Gold Bees

INF204KB17I5

10.22%

6.92% GOI 18-Nov-2039

IN0020240134

1.20%

6.79% GOI - 07-OCT-2034

IN0020240126

0.65%

7.09% GOI 05-AUG-2054

IN0020240118

0.63%

7.27% Gujarat SDL - 17-Dec-2034

IN1520250227

0.46%

7.23% Maharashtra SDL - 04-Sep-2035

IN2220240229

0.46%

6.9% GOI 15-Apr-2065

IN0020250018

0.43%

6.48% GOI 06-Oct-2035

IN0020250091

0.37%

5.74% GOI - 15-Nov-2026

IN0020210186

0.30%

6.64% GOI - 16-Jun-2035

IN0020210020

0.22%

7.29% GOI SGRB MAT 27-Jan-2033

IN0020220144

0.19%

7.26% GOI MAT 06-Feb-2033

IN0020220151

0.19%

QUANT GILT FUND -DIRECT PLAN-GROWTH

INF966L01BF7

0.02%

Performance Comparison

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Investment Objective

quant Multi Asset Allocation Fund-GROWTH OPTION - Regular Plan invests across at least three asset classes — equity, debt, and one more (gold, international equity, or REITs) — with a minimum 10% in each. This diversification aims to reduce portfolio volatility and provide more stable returns.

About This Fund

quant Multi Asset Allocation Fund-GROWTH OPTION - Regular Plan is a Multi Asset / Dynamic mutual fund offered by quant Mutual Fund. The fund has been operational for over 22 years. It manages assets worth ₹4,788 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against 15%CRISIL Short Term Bond Index + 65%BSE200 +20%iCOMDEX Composite Index. The current expense ratio is 1.75%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations