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Fund Overview of Quantum Equity Fof Regular-idcw
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₹125.5 CrAUM
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₹82.44NAV
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0.81%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Quantum Equity Fof Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 6.07% | NA | 3.06% |
| 6 Months | -3.15% | NA | 12.13% |
| 1 Year | -0.34% | -0.34% | 0.23% |
| 2 Years | 5.69% | 2.80% | 19.05% |
| 3 Years | 43.38% | 12.76% | 17.87% |
| 5 Years | 71.24% | 11.36% | 20.71% |
| 7 Years | 132.59% | 12.82% | NA |
| 10 Years | 223.75% | 12.47% | 14.09% |
Compare Quantum Equity Fof Regular-idcw with other mutual funds in the same category
Quantum Equity Fof Regular-idcw
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw
Asset Allocation
equities
95.63%debt instruments
0.49%other assets or cash equivalents
3.63%Quantum Equity Fof Regular-idcw is one Equity mutual fund offered by Quantum Mutual Fund. Launched on 01 Apr 2017, the fund aims Long term capital
appreciation by investing in a portfolio of open-ended diversified equity schemes of mutual funds registered
with SEBI whose underlying investments are in equity and equity related securities of diversified companies.
Investors should It manages assets worth ₹125.5 crore as on Sun May 31, 2026. The expense ratio stands at 0.81%. Fund Manager Manager Education Fund Manager Manager EducationAbout Quantum Equity Fof Regular-idcw
The portfolio allocation consists of 95.63% in equities, 0.49% in debt instruments, 3.63% in other assets or cash equivalents.Managed by Chirag Mehta, it has delivered a return of -0.34% in the last year, a total return since inception of 13.25%.
Based on risk tolerance investors often compare best sip investment as part of their long-term financial strategy.
Key Metrics of Quantum Equity Fof Regular-idcw
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Standard Deviation14.32%
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Sharpe Ratio0.52%
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Alpha0.05%
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Beta0.92%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth  |
₹1,924 | 2.82% | 9.19% | 10.52% | 23.92% | 22.98% |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹1,924 | 2.82% | 9.19% | 10.52% | 23.92% | 22.98% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹1,924 | 2.71% | 8.82% | 9.05% | 22.22% | 21.31% |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹1,924 | 2.71% | 8.82% | 9.05% | 22.22% | 21.31% |
| HDFC Focused Fund Direct-growth |
₹26,082 | 2.59% | 3.34% | 1.55% | 17.80% | 19.97% |
| HDFC Focused Fund Direct-idcw |
₹26,082 | 2.59% | 3.34% | 1.55% | 17.80% | 19.97% |
| HDFC Focused Fund Regular-growth |
₹26,082 | 2.50% | 3.10% | 0.54% | 16.52% | 18.55% |
| HDFC Focused Fund Regular-idcw |
₹26,082 | 2.50% | 3.10% | 0.54% | 16.52% | 18.55% |
| Bank Of India Flexi Cap Fund Direct-growth |
₹2,460 | 3.06% | 11.43% | 9.70% | 22.39% | 18.30% |
| Bank Of India Flexi Cap Fund Direct-idcw |
₹2,460 | 3.06% | 11.43% | 9.70% | 22.39% | 18.30% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Quantum Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Quantum Equity Fund Of Funds Direct-growth
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₹125 | 2.58% | 6.16% | -3.00% | -0.03% | 13.06% |
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Quantum Diversified Equity All Cap Active Fof Regular-growth
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₹125 | 2.55% | 6.07% | -3.15% | -0.34% | 12.76% |
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Quantum Equity Fund Of Funds Direct-idcw
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₹125 | 2.58% | 6.16% | -3.00% | -0.03% | 13.06% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Parag Parikh Flexi Cap Fund Regular-growth |
₹141,447 | ₹82.62 | 14.54% | 14.28% | 16.91% |
| Parag Parikh Flexi Cap Fund Direct-growth |
₹141,447 | ₹90.56 | 15.33% | 15.19% | 17.81% |
| Parag Parikh Flexi Cap Fund Direct-idcw |
₹141,447 | ₹90.56 | 15.33% | 15.19% | 17.81% |
| Parag Parikh Flexi Cap Fund Regular-idcw |
₹141,447 | ₹82.62 | 14.54% | 14.28% | 16.91% |
| HDFC Flexi Cap Fund Regular-growth |
₹101,822 | ₹1,990.58 | 17.17% | 17.50% | 15.93% |
| HDFC Flexi Cap Direct Plan-growth |
₹101,822 | ₹2,189.35 | 17.94% | 18.27% | 16.74% |
| HDFC Flexi Cap Fund Regular-idcw |
₹101,822 | ₹71.93 | 17.17% | 17.50% | 15.93% |
| HDFC Flexi Cap Direct Plan-idcw |
₹101,822 | ₹88.52 | 17.94% | 18.27% | 16.74% |
| Kotak Flexicap Fund Regular-growth |
₹54,801 | ₹84.81 | 13.55% | 12.01% | 13.56% |
| Kotak Flexicap Fund Direct-growth |
₹54,801 | ₹96.28 | 14.52% | 13.01% | 14.66% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Invesco India Mid Cap Fund Direct-growth | Unspecified | 14.79% | ₹18.56 Cr |
| Icici Prudential Select Large Cap Fund Direct-growth | Unspecified | 14.31% | ₹17.96 Cr |
| Icici Prudential Top 100 Direct Plan-growth | Unspecified | 14.15% | ₹17.75 Cr |
| Franklin India Prima Plus Direct Fund-growth | Unspecified | 14.09% | ₹17.68 Cr |
| Dsp Large Cap Fund Direct-growth | Unspecified | 13.98% | ₹17.54 Cr |
| Hdfc Focused Fund Direct-growth | Unspecified | 13.91% | ₹17.46 Cr |
| Reliance Top 200 Fund Retail Direct-growth | Unspecified | 13.85% | ₹17.38 Cr |
| Repo | Unspecified | 0.98% | ₹1.23 Cr |
| Net Payables | Unspecified | -0.06% | ₹-0.07 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-growth |
₹38.98 | 23.92% | 22.98% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan Direct-idcw |
₹38.97 | 23.92% | 22.98% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-growth |
₹34.93 | 22.22% | 21.31% | - |
| ICICI Prudential Retirement Fund - Pure Equity Plan-idcw |
₹34.94 | 22.22% | 21.31% | - |
| HDFC Focused Fund Direct-growth |
₹259.81 | 17.80% | 19.97% | - |
| HDFC Focused Fund Direct-idcw |
₹30.90 | 17.80% | 19.97% | - |
| HDFC Focused Fund Regular-growth |
₹227.08 | 16.52% | 18.55% | - |
| HDFC Focused Fund Regular-idcw |
₹23.09 | 16.52% | 18.55% | - |
| Bank Of India Flexi Cap Fund Direct-growth |
₹40.47 | 22.39% | 18.30% | - |
| Bank Of India Flexi Cap Fund Direct-idcw |
₹34.59 | 22.39% | 18.30% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Quantum Equity Fof Regular-idcw
What is the current AUM of Quantum Equity Fof Regular-idcw?
As of Sun May 31, 2026, Quantum Equity Fof Regular-idcw manages assets worth ₹125.5 crore
How has Quantum Equity Fof Regular-idcw performed recently?
- 3 Months: 6.07%
- 6 Months: -3.15%
What is the long-term performance of Quantum Equity Fof Regular-idcw?
- 3 Years CAGR: 12.76%
- 5 Years CAGR: 11.36%
- Since Inception: 13.25%
What is the portfolio composition of Quantum Equity Fof Regular-idcw?
Equity: 95.63%, Debt: 0.49%, Others: 3.63%.
Who manages Quantum Equity Fof Regular-idcw?
Quantum Equity Fof Regular-idcw is managed by Chirag Mehta from Quantum Mutual Fund.
What is the market-cap allocation of Quantum Equity Fof Regular-idcw?
Large Cap: 66.95%, Mid Cap: 23.87%, Small Cap: 9.17%.
Which are the top companies Quantum Equity Fof Regular-idcw has invested in?
- Invesco India Mid Cap Fund Direct-Growth – 14.79% of the fund's portfolio
- ICICI Prudential Select Large Cap Fund Direct-Growth – 14.31% of the fund's portfolio
- ICICI Prudential Top 100 Direct Plan-Growth – 14.15% of the fund's portfolio
- Franklin India Prima Plus Direct Fund-Growth – 14.09% of the fund's portfolio
- DSP Large Cap Fund Direct-Growth – 13.98% of the fund's portfolio
Which are the major sectors Quantum Equity Fof Regular-idcw focuses on?
- Unspecified – 100.00% of the fund's portfolio
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Past performance may not be indicative of future results.
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