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Multi Asset / Dynamic📊 NIFTY 50 Hybrid Composite Debt 65:35 Index(SEBI default)

Quantum Multi Asset Allocation Fund · Regular · Growth

Quantum Mutual Fund

#27 of 27 (1Y)

NAV

₹11.8100

as of 17 Jun 2026

Expense Ratio

1.99%

AUM

₹54 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
+2.79%
3Y
5Y
Since Inception
+7.58%

SIP returns (XIRR)

1Y
+0.53%
3Y
5Y
Since Inception
+5.00%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹13,500

Invested

₹13,864

Value today

2.4%

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

₹1,150

Value today

6.4%

CAGR (p.a.)

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

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₹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

₹6,73,457

Value today

-2.4%

vs lumpsum

Direct lumpsum would have beaten STP by 2.4% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

0.06

Sharpe Ratio

Alpha

Beta

0.06

Sortino

8.39%

Std Dev

-10.72%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseQuantum Mutual Fund
CategoryMulti Asset / Dynamic
BenchmarkNIFTY 50 Hybrid Composite Debt 65:35 Index
Launch Date07 Mar 2024
AMFI Code152475
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit Load1% if redeemed or switch out on or before 90 days from the date of allotment of units NIL if redeemed or switch out after 90 days from the date of allotment of units

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Quantum Multi Asset Allocation Fund · Regular · Growth 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

Quantum Multi Asset Allocation Fund · Regular · Growth is a Multi Asset / Dynamic mutual fund offered by Quantum Mutual Fund. The fund has been operational for over 2 years. It manages assets worth ₹54.0 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Hybrid Composite Debt 65:35 Index. The current expense ratio is 1.99%.

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