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Fund of Funds (Domestic)📊 NIFTY 50 TRI(SEBI default)

Quantum Multi Asset Active FoF · Regular · Growth

Quantum Mutual Fund

#47 of 101 (1Y)

NAV

₹36.0428

as of 16 Jun 2026

Expense Ratio

0.47%

AUM

₹77 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+6.34%
3Y
+11.62%
5Y
+9.63%
Since Inception
+9.14%

SIP returns (XIRR)

1Y
+3.88%
3Y
+9.52%
5Y
+10.29%
Since Inception
+9.89%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹55,000

Invested

₹85,648

Value today

9.5%

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

₹2,188

Value today

8.9%

CAGR (p.a.)

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

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

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹5,50,000

Withdrawn

₹13,31,364

Corpus left

+₹8,81,364 net gain — withdrew ₹5,50,000 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

₹12,94,651

Value today

-1.4%

vs lumpsum

Direct lumpsum would have beaten STP by 1.4% — 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

₹2,11,300

Value today

2.1×

Multiple

Staying invested through that crash turned ₹1L into ₹2,11,300 — a 2.1× return

Read: Staying invested through crashes

Risk Metrics

Trailing 1 year, annualised

0.37

Sharpe Ratio

+0.07

Alpha

0.20

Beta

0.36

Sortino

7.90%

Std Dev

-9.61%

Max Drawdown

Portfolio Strategy

This is a Fund of Funds (FoF) that invests in units of other mutual funds rather than directly in equities or debt securities.

Tracks:NIFTY 50 TRI

ETF, FoF, and index funds track an index or target fund — not individual securities. Portfolio performance is captured via NAV and benchmark returns shown above.

Performance Comparison

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Fund Details

Fund HouseQuantum Mutual Fund
CategoryFund of Funds (Domestic)
BenchmarkNIFTY 50 TRI ✓
Launch Date01 Apr 2017
AMFI Code141072
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit Loadw.e.f 02/06/2014 1.00% if redeemed or switch out on or before 90 days from the date of allotment of units

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Quantum Multi Asset Active FoF · Regular · Growth by Quantum Mutual Fund is a Fund of Funds (Domestic) fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Fund of Funds (Domestic) category.

About This Fund

Quantum Multi Asset Active FoF · Regular · Growth is a Fund of Funds (Domestic) mutual fund offered by Quantum Mutual Fund. The fund has been operational for over 9 years. It manages assets worth ₹76.9 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 TRI. The current expense ratio is 0.47%.

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