Quantum Multi Asset Active Fund of Funds
Direct · Growth ₹36.03
02 Nov 2026
NAV
9.8%
3Y CAGR
9.4%
5Y CAGR
9.5%
10Y CAGR
9.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.29
Sharpe
-14.2%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.10%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.52 L | 10.0% | -21.6% | 25.9% |
| 3 Years | ₹36.00 L | ₹41.27 L | 9.7% | -3.5% | 16.5% |
| 5 Years | ₹60.00 L | ₹75.48 L | 9.6% | 1.4% | 14.2% |
| 7 Years | ₹84.00 L | ₹1.16 Cr | 9.5% | 3.8% | 13.1% |
| 10 Years | ₹1.20 Cr | ₹1.99 Cr | 9.7% | 8.0% | 11.7% |
| 12 Years | ₹1.44 Cr | ₹2.71 Cr | 10.2% | 9.0% | 11.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 10.0% | 14.3% | 22.7% | -4.3% |
| 3 Years | 9.7% | 11.0% | 19.3% | -1.3% |
| 5 Years | 9.6% | 10.4% | 13.1% | -0.8% |
| 7 Years | 9.5% | 10.6% | 12.7% | -1.0% |
| 10 Years | 9.7% | 11.4% | 12.3% | -1.7% |
| 12 Years | 10.2% | 11.3% | 12.3% | -1.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.0% | 9.2% | -8.5% | 31.8% | 0.66 | 2.06 | 98% | — | — |
| 3 Years | 9.8% | 9.5% | 1.5% | 15.4% | 1.62 | 9.54 | 100% | — | — |
| 5 Years | 9.4% | 9.5% | 4.3% | 14.2% | 2.02 | 26.29 | 100% | — | — |
| 10 Years | 9.5% | 9.5% | 8.6% | 11.1% | 6.29 | — | 100% | — | — |
-14.2%
Max Drawdown
1 mo
Drawdown Duration
3 mo
Recovery Time
-1.0%
Avg Drawdown
Calmar Ratio by Duration
0.71
1Y
0.69
3Y
0.66
5Y
0.65
7Y
0.67
10Y
0.70
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.83 | 0.54 | 56.8% | 50.4% | -1.0% | -10.9% |
| 3 Years | +3.68 | 0.40 | 47.1% | 37.9% | 10.1% | 6.4% |
| 5 Years | +2.77 | 0.36 | 41.8% | 33.8% | 8.8% | 5.2% |
| 7 Years | +1.89 | 0.34 | 37.8% | 31.7% | 9.6% | 10.0% |
| 10 Years | +1.05 | 0.33 | 35.4% | 29.4% | 8.8% | 10.3% |
| 12 Years | +1.42 | 0.32 | 35.2% | 28.9% | 8.7% | 9.0% |
| 15 Years | +1.21 | 0.32 | 35.1% | 28.8% | 9.0% | 10.4% |