Mumbai, 23 Feb 2024
The Quantum Multi Asset Allocation Fund represents a strategic investment solution designed to balance growth potential with risk management by diversifying across three major asset classes: equity, debt, and gold. This approach aims to cater to investors seeking long-term capital appreciation while mitigating volatility through asset allocation. The fund’s philosophy hinges on leveraging the growth dynamics of equities, the stability offered by debt instruments, and the inflation-hedging characteristics of gold.
| Attribute | Details |
|---|---|
| Benchmark | NIFTY 50 TRI (40%) + CRISIL Short Term Bond Fund AII Index (45%) + Domestic Price of Gold (15%) |
| Type of Scheme | Open-Ended Scheme investing in Equity & Equity Related Instruments, Debt & Money Market Instruments, and Gold Related Instruments |
| Plans Available | Direct Plan & Regular Plan – Investment Through Distributor. Each plan offers a Growth Option |
| Minimum Application Amount | ₹500 / SIP: ₹100 (Daily) & ₹500 (Weekly, Fortnightly, Monthly & Quarterly) |
| Fund Managers | Chirag Mehta (CIO & Fund Manager), Pankaj Pathak (Fund Manager) |
Launched by Quantum Mutual Fund, the fund seeks to provide investors with a comprehensive investment vehicle that dynamically adjusts its portfolio in response to market conditions and relative asset valuations. Managed by seasoned professionals, it targets to optimize returns for investors through strategic asset allocation and rebalancing, thereby offering a smarter alternative to traditional investment options like bank fixed deposits.
Markets follow a cyclical pattern and there is no single asset class that consistently outperforms others
Investors interested in the Quantum Multi Asset Allocation Fund are encouraged to consider their investment horizon and objectives, as the fund is structured to deliver benefits over a medium to long-term period. It is positioned as suitable for a wide range of investors, including those looking for a balanced risk-reward profile, retirement savers, novice investors, individuals seeking portfolio diversification, and those aiming for inflation-adjusted returns superior to traditional fixed deposits.
Disclaimer. Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Kindly perceive this as news and not recommendation. Do your due-diligence before investing.