Quantum Gold Savings Fund - Regular (G)
FoFs DomesticNAV
30.38(0.54%)Fund Size (CR)
₹140.35Expense Ratio
0.21Scheme Type
Active FundValue Research
Min. investment
₹500Minimum Additional Investment
₹500Minimum SIP Investment
₹100Minimum Withdrawal
₹0Exit Load
0%Return Since Launch
12.37%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Chirag Mehta
Bench Mark
Price of Physical Gold
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 8 January 2025 | 10168.69 | 1.69% | - | -1.01% | 26/335 |
| 1 Month | 13 December 2024 | 10237.76 | 2.38% | - | -2.52% | 29/331 |
| 3 Month | 15 October 2024 | 10363.77 | 3.64% | - | -2.41% | 30/322 |
| 6 Month | 15 July 2024 | 10681.04 | 6.81% | - | 0.56% | 25/310 |
| 1 Year | 15 January 2024 | 12416.08 | 24.16% | 24.16% | 14.74% | 23/286 |
| 3 Year | 14 January 2022 | 15858.16 | 58.58% | 16.61% | 11.47% | 32/222 |
| 5 Year | 15 January 2020 | 18698.60 | 86.99% | 13.33% | 12.47% | 68/141 |
| Since Inception | 1 April 2017 | 24828.08 | 148.28% | 12.37% | 10.29% | 130/335 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 1 February 2024 | 1,20,000 | 132937.33 | 10.78% | 10.78% |
| 3 Year | 1 February 2022 | 3,60,000 | 470729.26 | 30.76% | 9.35% |
| 5 Year | 3 February 2020 | 6,00,000 | 853634.82 | 42.27% | 7.31% |
| 10 Year | - | - | - | - | - |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
3.25%
Standard Deviation
-0.14%
Beta
0.74%
Sharpe Ratio
0.70%
Treynor's Ratio
9.05%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| TREPS | 0.13% | - | 0.18 | Reverse Repo | Debt Others |
| Net CA & Others | -0.33% | - | -0.46 | Net CA & Others | Debt Others |
| Quantum Gold Fund (G) | 100.20% | 22042894 | 140.63 | Indian Mutual Funds | Mutual Fund Units |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Mirae Asset NYSE FANG+ ETF Fund of Fund - Dir (G) | 2061.28 | -1.60% | 35.91% | 30.58% | 83.94% | 34.82% | |
| Mirae Asset S&P 500 Top 50 ETF Fund of Fund-Dir(G) | 700.67 | -1.77% | 27.51% | 28.48% | 62.78% | 24.05% | |
| Mirae Asset Hang Seng TECH ETF Fund of Fund - Dir (G) | 80.99 | -5.75% | -3.99% | 29.86% | 38.47% | -0.67% | |
| UTI-Gold ETF Fund of Fund - Direct (G) | 150.56 | 2.42% | 3.85% | 6.96% | 24.99% | - | |
| Aditya Birla SL Gold Fund - Direct (IDCW) | 428.10 | 2.89% | 4.14% | 7.19% | 24.86% | 16.87% |
News
Quantum Mutual Fund announces change in Key Personnel
Quantum Mutual Fund has announced that Mr. Mohit Bhatnagar has been appointed as the Senior Vice President - Sales of with effect from August 26, 2024.Details of Mr. Mohit Bhatnagar
Age: 45 years
Designation: Senior Vice President - Sales
Qualification: B.com, PGDBM,
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Fund House Details & Investment Objective
Date of Incorporation
1 April 2017
Total AUM (Cr)
₹140.35
Quantum Gold Savings Fund - Regular (G) is an FoFs Domestic-oriented fund from the renowned AMC, Quantum Mutual Fund. Launched in 1 April 2017, this fund is managed by Chirag Mehta. With assets under management (AUM) worth ₹140.35 (Cr), as of 16 January 2025, Quantum Gold Savings Fund - Regular (G) is categorized as a FoFs Domestic within its segment. The fund has generated a return of 12.37% since its launch.
The current NAV of Quantum Gold Savings Fund - Regular (G) is ₹30.38, as on 16 January 2025. The fund's benchmark index is Price of Physical Gold. You can invest in Quantum Gold Savings Fund - Regular (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹500.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated 16.61% and 13.33% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 0.13% in Debt and 99.87% in cash and cash equivalents.
FAQs
How to Invest in Quantum Gold Savings Fund - Regular (G) Direct Growth?
Quantum Gold Savings Fund - Regular (G) is a popular fund in the FoFs Domestic segment. The fund has generated a return of 12.37% since inception. Looking to invest in Quantum Gold Savings Fund - Regular (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Quantum Gold Savings Fund - Regular (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Quantum Gold Savings Fund - Regular (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Quantum Gold Savings Fund - Regular (G) today and reap the benefits of this FoFs Domestic fund!
How much returns has Quantum Gold Savings Fund - Regular (G) Direct Growth generated?
What is the expense ratio of Quantum Gold Savings Fund - Regular (G) Direct Growth?
What is the AUM of Quantum Gold Savings Fund - Regular (G) Fund Direct Growth?
How to redeem or withdraw money from Quantum Gold Savings Fund - Regular (G) Direct Growth?
Redeeming or selling units of Quantum Gold Savings Fund - Regular (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Quantum Gold Savings Fund - Regular (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Quantum Gold Savings Fund - Regular (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).