Quantum Gold Savings Fund Direct Growth

Scheme code: INF082J01150 NAV value: ₹ 35.8365 NAV date: 15 April, 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	20.96
3 year	0.28	20.54	11.10	12.29
5 year	6.82	17.57	11.88	10.81
7 year	-0.57	15.74	7.09	9.64
10 year	3.00	11.92	6.50	9.87
12 year	4.89	9.77	6.54	10.56

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	17.43	24.85
3 year	6.28	33.32	15.57	11.1
5 year	0.74	26.02	12.91	11.88
7 year	3.33	15.62	11.64	7.09
10 year	3.49	17.22	10.65	6.5
12 year	3.07	16.17	10.8	6.54
15 year	6.95	15.66	10.87

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	20.9	24.85
3 year	6.56	32.12	15.66	11.1
5 year	1	26.2	12.75	11.88
7 year	3.8	15.42	11.84	7.09
10 year	3.8	18	11.09	6.5
12 year	3.63	16.86	11.19	6.54
15 year	7.01	16.36	11.19

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	22.67	24.85
3 year	7.68	33.37	17	11.1
5 year	0.71	27.63	13.15	11.88
7 year	3.76	16.01	12.04	7.09
10 year	3.56	16.94	10.94	6.5
12 year	3.31	16.54	10.99	6.54
15 year	6.56	16.42	10.95

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	23.79	24.85
3 year	8.04	34.46	17.98	11.1
5 year	0.69	28.64	13.53	11.88
7 year	3.97	16.42	12.35	7.09
10 year	3.53	17.72	11.24	6.5
12 year	3.1	16.97	11.25	6.54
15 year	6.68	16.96	11.2

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	5.83	12.03
3 year	7.35	6.11
5 year	7.28	6.42
7 year	6.36	4.93
10 year	5.93	5.02
12 year	6.09	5.22

NIFTY 100

Duration	Average return (%)	Fund's return (%)
1 year	6.79	12.03
3 year	7.51	6.11
5 year	7.25	6.42
7 year	6.38	4.93
10 year	6.15	5.02
12 year	6.3	5.22

NIFTY 200

Duration	Average return (%)	Fund's return (%)
1 year	7.26	12.03
3 year	8.25	6.11
5 year	7.64	6.42
7 year	6.58	4.93
10 year	6.21	5.02
12 year	6.36	5.22

NIFTY 500

Duration	Average return (%)	Fund's return (%)
1 year	7.47	12.03
3 year	8.74	6.11
5 year	7.97	6.42
7 year	6.78	4.93
10 year	6.43	5.02
12 year	6.57	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%