September 12, 2025
RA Jainee
Quantum Multi Asset Active FoF details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 35.4226
Suitable For Which Investors?
Multi Asset Allocation funds are suitable for investors:
1. Looking to invest in a portfolio of equity, debt and commodity for moderate returns
2. Who prefer to let fund manager decide how much to invest in equity, debt and commodity
3. Aiming for long term wealth creation
4. With a 5-8 year investment horizon
5. Who are new/unfamiliar with market’s ups and downs
Note:
• Invest only through SIP
Fund’s Investment Strategy:
The scheme seeks to generate capital appreciation and income by investing in Equity oriented schemes, debt oriented schemes and Gold based schemes of Quantum Mutual Fund.
Fund Manager:
1) Chirag Mehta
Education: He has pursued M.Com from Mumbai University and CAIA.
Experience: Prior to joining Quantum Asset Management Company Private Limited. He has worked as Assistant Analyst – Commodities (Quantum Advisors Pvt. Ltd). He has more than 19 years of experience in the research and investments functions in the field of commodities and alternative investment strategies. He has interned at Kotak & Co. Ltd and has also attended the Federation of Indian Commodities Exchanges as part of his internship.
2) Mansi Vasa
Education: B.Com., ACA.
Experience: Prior to Joining Quantum AMC, she was associated with Quantum Advisors Private Limited as an Associate research & D B Shah and Associate as a Articled Associate.
3) Sneha Pandey
Education: B.Com.,CA Inter, Pursuing CFA
Experience: Prior to joining Quantum MF, she was associated with Mahara & Associates and Vaibhav M Shah & Co.
Investment Details
| Min. Investment (Rs) | 500 |
| Min. Addl Investment (Rs) | 500 |
| Min. SIP Investment (Rs) | 500 |
| Min. Withdrawal (Rs) | 500 |
| Min. No of Cheques | 12 |
| Min. Balance (Rs) | 500 |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 90 days |
Basic Details of Quantum Multi Asset Active FoF
| Fund House | Quantum Mutual Fund |
| Launch Date | 11-Jul-12 |
| Return Since Launch | 10.08% |
| Benchmark | NIFTY 50 TRI (40), CRISIL Liquid Debt A-I Index (25), CRISIL Dynamic Bond A-III Index (20), Domestic Price of Gold (15) |
| Riskometer | High |
| Type | Open-ended |
| Assets | Rs 67 Cr |
| (As on 31-Aug-2025) | |
| Expense | 0.10% |
| (As on 31-Aug-2025) | |
| Risk Grade | Below Average |
| Return Grade | Low |
| Turnover | — |
Trailing Returns (%) of Quantum Multi Asset Active FoF
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quantum Multi Asset Active FoF Dir | 10.03 | 0.05 | 2.36 | 2.02 | 9.93 | 10.18 | 12.93 | 11.57 | 10.37 | 10.16 |
| VR Multi Asset TRI | 7.24 | 0.38 | 2.76 | 0.96 | 12.87 | 4.10 | 14.10 | 15.79 | 12.83 | 12.63 |
| Hybrid: Multi Asset Allocation | 9.46 | 0.12 | 2.76 | 2.40 | 12.82 | 8.51 | 16.82 | 18.16 | 13.39 | 11.60 |
| Rank within category | 14 | 35 | 28 | 25 | 36 | 11 | 17 | 12 | 7 | 4 |
| Number of funds in category | 37 | 44 | 41 | 40 | 38 | 34 | 18 | 12 | 7 | 4 |
Peer Comparison of Quantum Multi Asset Active FoF
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Quantum Multi Asset Active FoF Dir | 2 star | 10.18 | 12.93 | 11.57 | 0.10 | 67 | 10.08 | 1.00 (90) | 13Y 2M | 27.49 |
| ICICI Pru Asset Allocator (FOF) Dir | 4 star | 8.29 | 15.20 | 16.68 | 0.23 | 27,258 | 12.79 | 1.00 (365) | 12Y 8M | 6.00 |
| HDFC Multi-Asset Active FoF Dir | 4 star | 9.89 | 16.84 | — | 0.10 | 4,511 | 16.53 | 1.00 (365) | 4Y 4M | — |
| Kotak Multi Asset Omni FoF Dir | 4 star | 8.74 | 19.26 | 21.03 | 0.33 | 1,877 | 15.98 | 1.00 (365) | 12Y 8M | 40.43 |
| Nippon India Multi – Asset Omni FoF Dir | 5 star | 10.69 | 20.30 | — | 0.16 | 1,052 | 19.70 | 1.00 (365) | 4Y 7M | 21.00 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,24,713 | 2,43,209 |
| Giant (%) | 75.84 | 60.53 |
| Large (%) | 12.97 | 19.11 |
| Mid (%) | 9.50 | 16.15 |
| Small (%) | 1.69 | 5.04 |
| Tiny (%) | — | 0.02 |
Chanakya’s Mutual Fund Guidance For Quantum Multi Asset Active FoF
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