Other Scheme - FoF DomesticQuantum Mutual Fund

Quantum Gold Savings Fund - Direct Plan Growth Option

₹56.9657▼ 0.5910 (1.03%)

Scheme Type

Open Ended Schemes

NAV History

+93.46%

365 data points · Period: 1Y

Returns

CAGR

-1.03%

+0.20%

-0.63%

+64.96%

+33.11%

+25.00%

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹19,346

+93.5%

3Y Ago

₹29,867

+198.7%

5Y Ago

₹44,186

+341.9%

Past performance ≠ future results

Fund Analytics

Score: 68.9 / 100

Performance

Total Returns

Simple return over period

+62.98%

CAGR

Compound annual growth rate

+62.98%

Growth of ₹10K

Hypothetical investment value

₹16,298

SIP XIRR

SIP internal rate of return

+58.13%

Risk

Volatility (Ann.)

Std deviation of returns

28.93%LOW

Max Drawdown

Worst peak-to-trough

-18.46%

Sharpe Ratio

Risk-adjusted return

1.97GOOD

Sortino Ratio

Downside risk-adjusted return

2.25GOOD

Benchmark

Beta

Market sensitivity

0.06DEF

Alpha

Excess return vs benchmark

+57.31%

Tracking Error

Deviation from benchmark

31.31%

Information Ratio

Alpha per unit tracking error

1.83

Treynor Ratio

Return per unit systematic risk

1032.05

Capture

Upside Capture

Participation in market gains

48.58%

Downside Capture

Participation in market losses

-25.05%

Rolling Returns

1Y Rolling CAGR

Avg 19.7% (-17.7% – 119.7%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-03-25

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+63.0%+0.1%

+57.3%

3Y+33.4%+12.2%

+26.8%

5Y+25.2%+11.0%

+19.1%

Beta

1Y: 0.063Y: 0.085Y: 0.02

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹7,85,188

Total Value

₹10,85,188

*Based on historical CAGR. Projections are illustrative, not guaranteed