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Quant Mutual Fund

quant Multi Asset Allocation Fund-GROWTH OPTION-Direct Plan

★★★★★ 3rd-party

External rating

  • Source: Third-party data provider (Groww/CRISIL)
  • Original rating: 5/5, displayed as-is — TopFund does not modify third-party ratings
  • Refresh frequency: Whenever TopFund re-syncs this fund's data
  • Limitations: The provider's own rating methodology isn't disclosed here — see the provider's own site for their criteria

Full rating methodology →

TopFund Score: 88/100 · Excellent

How this score is calculated

  • Star rating (35%)5/5
  • 3Y CAGR (30%)22.19%
  • Expense ratio (20%)1.18%
  • AUM (15%)₹6,356 Cr

Not investment advice — an analytical read of public fund data. Methodology →

Quant Mutual Fund · Hybrid · Multi Asset Allocation

₹181.68

+0.0 (+0.0%)

AUM: ₹6,356 Cr

NAV updated 23 days ago

Plan

Direct

Option

Growth

Risk

High

Expense Ratio

1.18%

Exit Load

Exit load of 1%, if redeemed within 15 days.

Fund Manager

Pushpa Rai

Inception

Jan 2013

Benchmark

Groww Debt Benchmark

Sharpe Ratio

1.14

Std Dev (1Y)

10.18%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

1m

-1.4%

3m

+0.63%

6m

+3.25%

1y

+17.99%

3y

+22.19%

5y

+20.05%

10y

+18.74%

since inception

+15.83%

TopFund's Take on quant Multi Asset Allocation Fund-GROWTH OPTION-Direct Plan

quant Multi Asset Allocation Fund-GROWTH OPTION-Direct Plan ranks among the stronger performers in the Multi Asset Allocation category, backed by a 5-star rating. Consistent 3-year performance combined with a strong rating makes this one of the more credible options in its space. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 88/100.

Cost: At 1.18%, the expense ratio runs 90% above the Multi Asset Allocation category average of 0.62%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a strong Sharpe ratio of 1.14 — the fund has generated solid returns relative to the volatility it exposed investors to. Separately, annualised volatility of 10.18% is on the lower side for a Multi Asset Allocation fund, suggesting a comparatively smoother ride.

Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Hybrid fund. The High risk rating means near-term volatility should be expected — this isn't a fund to check daily.

This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.

Sector Allocation

Asset Allocation

Equity 65.73%
Repo 11.37%
Net Current Assets 10.78%
Mutual Fund 10.10%
Certificate of Deposit 4.18%
GOI Securities 4.02%
Treasury Bills 1.57%
State Development Loan 0.78%
Real Estate Investment Trusts 0.47%
Commercial Paper 0.23%

Frequently Asked Questions about quant Multi Asset Allocation Fund-GROWTH OPTION-Direct Plan

* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.

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