Other Scheme - FoF DomesticQuantum Mutual Fund

Quantum Multi Asset Active FOF - Direct Plan Growth Option

₹36.6746▲ 0.7260 (2.02%)

Scheme Type

Open Ended Schemes

NAV History

+12.47%

365 data points · Period: 1Y

Returns

CAGR

+2.02%

-2.51%

+2.97%

+12.41%

+12.22%

+10.50%

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

Growth of ₹10,000

Hypothetical

1Y Ago

₹11,247

+12.5%

3Y Ago

₹15,429

+54.3%

5Y Ago

₹20,666

+106.7%

Past performance ≠ future results

Fund Analytics

Score: 61.8 / 100

Performance

Total Returns

Simple return over period

+9.20%

CAGR

Compound annual growth rate

+9.20%

Growth of ₹10K

Hypothetical investment value

₹10,920

SIP XIRR

SIP internal rate of return

+2.92%

Risk

Volatility (Ann.)

Std deviation of returns

7.40%LOW

Max Drawdown

Worst peak-to-trough

-7.08%

Sharpe Ratio

Risk-adjusted return

0.43POOR

Sortino Ratio

Downside risk-adjusted return

0.52AVG

Benchmark

Beta

Market sensitivity

0.43DEF

Alpha

Excess return vs benchmark

+5.72%

Tracking Error

Deviation from benchmark

8.80%

Information Ratio

Alpha per unit tracking error

0.65

Treynor Ratio

Return per unit systematic risk

7.46

Capture

Upside Capture

Participation in market gains

49.99%

Downside Capture

Participation in market losses

37.93%

Rolling Returns

1Y Rolling CAGR

Avg 12.1% (0.5% – 28.7%)

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

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+9.2%+0.1%

+5.7%

3Y+12.8%+12.2%

+4.6%

5Y+10.4%+11.0%

+2.8%

Beta

1Y: 0.433Y: 0.365Y: 0.32

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

₹1,61,247

Total Value

₹4,61,247

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