Quantum Equity Fund of Funds Direct Growth

Scheme code: INF082J01093 NAV value: ₹ 80.6340 NAV date: 6 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Domestic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	2.99	46.37	26.41	20.88
3 year	8.34	29.60	16.78	12.25
5 year	2.20	26.30	12.82	10.76
7 year	7.60	17.49	13.26	9.59
10 year	6.89	17.43	13.34	9.68
12 year	10.73	17.18	13.71	9.71
15 year	12.45	15.04	13.72	9.45

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	26.41
3 year	6.28	33.32	15.79	16.78
5 year	3.54	26.02	13.5	12.82
7 year	3.33	15.62	11.71	13.26
10 year	3.49	17.22	10.6	13.34
12 year	3.07	16.17	10.84	13.71
15 year	6.95	15.66	10.88	13.72

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	26.41
3 year	9.08	58.7	29.31	16.78
5 year	3.67	48	18.04	12.82
7 year	3.8	31.03	14.14	13.26
10 year	3.8	28.93	12.39	13.34
12 year	3.63	26.65	12.59	13.71
15 year	7.01	32.26	12.89	13.72

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	26.41
3 year	7.68	33.37	17.09	16.78
5 year	2.35	27.63	13.51	12.82
7 year	3.76	16.01	12.07	13.26
10 year	3.56	16.94	10.92	13.34
12 year	3.31	16.54	11.01	13.71
15 year	6.56	16.42	10.96	13.72

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	26.41
3 year	8.04	34.46	18.26	16.78
5 year	3.37	28.64	14.21	12.82
7 year	3.97	16.42	12.41	13.26
10 year	3.53	17.72	11.22	13.34
12 year	3.1	16.97	11.31	13.71
15 year	6.68	16.96	11.22	13.72

Rolling return for 1 year

- Average return: 26.41% - Median return: 30.64% - Average standard deviation: 4.53

Rolling return for 3 year

- Average return: 16.78% - Median return: 16.25% - Average standard deviation: 1.72

Rolling return for 5 year

- Average return: 12.82% - Median return: 12.85% - Average standard deviation: 0.91

Rolling return for 7 year

- Average return: 13.26% - Median return: 13.3% - Average standard deviation: 0.68

Rolling return for 10 year

- Average return: 13.34% - Median return: 13.68% - Average standard deviation: 0.5

Rolling return for 12 year

- Average return: 13.71% - Median return: 13.77% - Average standard deviation: 0.38

Rolling return for 15 year

- Average return: 13.72% - Median return: 13.64% - Average standard deviation: 0.3

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)
1 year	12,00,000	13,10,766	1,10,766	9.24
3 year	36,00,000	45,81,641	9,81,641	8.37
5 year	60,00,000	85,99,911	25,99,911	7.47
7 year	84,00,000	1,33,66,024	49,66,024	6.86
10 year	1,20,00,000	2,38,58,327	1,18,58,327	7.11
12 year	1,44,00,000	3,55,28,255	2,11,28,255	7.82
15 year	1,80,00,000	6,01,55,823	4,21,55,823	8.38

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	9.24
3 year	7.3	8.37
5 year	7.48	7.47
7 year	6.39	6.86
10 year	5.95	7.11
12 year	6.11	7.82
15 year	6.29	8.38

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	9.24
3 year	20.64	8.37
5 year	13	7.47
7 year	9.48	6.86
10 year	7.99	7.11
12 year	8.12	7.82
15 year	8.6	8.38

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	9.24
3 year	8.22	8.37
5 year	7.77	7.47
7 year	6.6	6.86
10 year	6.23	7.11
12 year	6.37	7.82
15 year	6.52	8.38

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	9.24
3 year	8.71	8.37
5 year	8.22	7.47
7 year	6.82	6.86
10 year	6.47	7.11
12 year	6.6	7.82
15 year	6.75	8.38

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,10,766 - Absolute Returns: ₹1,10,766 - CAGR: 9.24%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,81,641 - Absolute Returns: ₹9,81,641 - CAGR: 8.37%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,99,911 - Absolute Returns: ₹25,99,911 - CAGR: 7.47%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,33,66,024 - Absolute Returns: ₹49,66,024 - CAGR: 6.86%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,38,58,327 - Absolute Returns: ₹1,18,58,327 - CAGR: 7.11%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,55,28,255 - Absolute Returns: ₹2,11,28,255 - CAGR: 7.82%

SIP return for 15 year

- Total Invested Amount: ₹1,80,00,000 - Final Portfolio Value: ₹6,01,55,823 - Absolute Returns: ₹4,21,55,823 - CAGR: 8.38%