Quantum Gold Savings Fund Direct Growth

Scheme code: INF082J01150 NAV value: ₹ 37.5502 NAV date: 7 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	14.43	40.92	24.85	20.88
3 year	0.28	20.54	11.10	12.25
5 year	6.82	17.57	11.88	10.76
7 year	-0.57	15.74	7.09	9.59
10 year	3.00	11.92	6.50	9.68
12 year	4.89	9.77	6.54	9.71

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.51	24.85
3 year	6.28	33.32	15.79	11.1
5 year	3.54	26.02	13.5	11.88
7 year	3.33	15.62	11.71	7.09
10 year	3.49	17.22	10.6	6.5
12 year	3.07	16.17	10.84	6.54
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-57.24	250.45	139.06	24.85
3 year	9.08	58.7	29.31	11.1
5 year	3.67	48	18.04	11.88
7 year	3.8	31.03	14.14	7.09
10 year	3.8	28.93	12.39	6.5
12 year	3.63	26.65	12.59	6.54
15 year	7.01	32.26	12.89

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	20.76	24.85
3 year	7.68	33.37	17.09	11.1
5 year	2.35	27.63	13.51	11.88
7 year	3.76	16.01	12.07	7.09
10 year	3.56	16.94	10.92	6.5
12 year	3.31	16.54	11.01	6.54
15 year	6.56	16.42	10.96

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.68	24.85
3 year	8.04	34.46	18.26	11.1
5 year	3.37	28.64	14.21	11.88
7 year	3.97	16.42	12.41	7.09
10 year	3.53	17.72	11.22	6.5
12 year	3.1	16.97	11.31	6.54
15 year	6.68	16.96	11.22

Rolling return for 1 year

- Average return: 24.85% - Median return: 22.79% - Average standard deviation: 4.13

Rolling return for 3 year

- Average return: 11.1% - Median return: 11.13% - Average standard deviation: 1.34

Rolling return for 5 year

- Average return: 11.88% - Median return: 12.2% - Average standard deviation: 0.72

Rolling return for 7 year

- Average return: 7.09% - Median return: 7.69% - Average standard deviation: 0.52

Rolling return for 10 year

- Average return: 6.5% - Median return: 6.14% - Average standard deviation: 0.38

Rolling return for 12 year

- Average return: 6.54% - Median return: 6.44% - Average standard deviation: 0.32

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	13,44,254	1,44,254	12.03
3 year	36,00,000	43,00,775	7,00,775	6.11
5 year	60,00,000	81,89,259	21,89,259	6.42
7 year	84,00,000	1,17,65,081	33,65,081	4.93
10 year	1,20,00,000	1,95,78,391	75,78,391	5.02
12 year	1,44,00,000	2,65,16,588	1,21,16,588	5.22

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Average return (%)	Fund's return (%)
1 year	4.9	12.03
3 year	7.3	6.11
5 year	7.48	6.42
7 year	6.39	4.93
10 year	5.95	5.02
12 year	6.11	5.22

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	44.02	12.03
3 year	20.64	6.11
5 year	13	6.42
7 year	9.48	4.93
10 year	7.99	5.02
12 year	8.12	5.22

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	6.35	12.03
3 year	8.22	6.11
5 year	7.77	6.42
7 year	6.6	4.93
10 year	6.23	5.02
12 year	6.37	5.22

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	5.58	12.03
3 year	8.71	6.11
5 year	8.22	6.42
7 year	6.82	4.93
10 year	6.47	5.02
12 year	6.6	5.22

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,44,254 - Absolute Returns: ₹1,44,254 - CAGR: 12.03%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,00,775 - Absolute Returns: ₹7,00,775 - CAGR: 6.11%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹81,89,259 - Absolute Returns: ₹21,89,259 - CAGR: 6.42%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,17,65,081 - Absolute Returns: ₹33,65,081 - CAGR: 4.93%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,95,78,391 - Absolute Returns: ₹75,78,391 - CAGR: 5.02%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,65,16,588 - Absolute Returns: ₹1,21,16,588 - CAGR: 5.22%