Quantum Multi Asset Allocation Fund Direct growth

Hybrid • Multi Asset • Direct growth

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Insufficient fund history to generate its report card

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Hybrid

Multi Asset

Direct growth

Launched On
07 Mar 2024
1.6 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹12.04
-0.2485% (0.00)
AUM
₹38 Cr
Expense ratio
0.41%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 3Y

As per tax slab

Units held more than 3Y

20%

Exit Load

If units sold before 90D

1%

If units sold after 90D

0%

What's in this fund?

Credit Rating
Sectors
Holdings
Financial Services

Financial Services

43.69%
Consumer Cyclical

Consumer Cyclical

17.29%
Technology

Technology

16.12%
Basic Materials

Basic Materials

6.54%
Healthcare

Healthcare

4.51%

Fund House

Quantum

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: 14.35 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.