Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
FOF
Direct growth
Launched On
11 Jul 2012
13.2 years ago
Lock-in Period
No lock-in
NAV
as of 17 Sep 2025
₹35.65
+0.5051% (0.20)
AUM
₹67 Cr
Expense ratio
0.53%
Benchmark
Fund Plan
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Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold before 90D
1%
If units sold after 90D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
46.25%
39.59%
14.16%
Fund House
Quantum
Inc: 13 Mar 2006 • Total AUM: ₹2,872 Cr • Rank #38
Quantum Mutual Fund, started in 2006, has Quantum Advisors Pvt Ltd as its sponsors. The fund house is headed by Jimmy Patel as the CEO. As of 31 March 2024, it has an AUM of ₹2,678 Cr. It functions under the holding company Fairfax Financial Holdings Ltd.
Fund Managers
Chirag Mehta
Experience: 14.33 yrs • Total AUM: 2,123 Cr
Sneha Pandey
Experience: yrs • Total AUM: 5,243 Cr
Risk
Category risk
High
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.