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Hybrid · Multi Asset Allocation

Quantum Multi Asset Allocation Fund

Quantum Mutual Fund
Benchmark
40% NIFTY 50 TRI + 45% Nifty Composite Debt Index A – III + 15% Domestic Price of Gold
Riskometer
Very High
Size
₹55 cr
Allotted
Not on record
Holdings as of
Not on record

Quantum Multi Asset Allocation Fund is a multi asset allocation fund of Quantum Mutual Fund with ₹55 cr under management. It is ahead of its benchmark (40% NIFTY 50 TRI + 45% Nifty Composite Debt Index A – III + 15% Domestic Price of Gold) in 0 of 1 periods. Its direct plan charges 0.45% a year. Sneha Pandey has managed it for 1.5 years.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is Quantum Multi Asset Allocation Fund invested in?

Mix not on record

Has Quantum Multi Asset Allocation Fund beaten its benchmark?

Ahead of its benchmark, 40% NIFTY 50 TRI + 45% Nifty Composite Debt Index A – III + 15% Domestic Price of Gold, in 0 of 1 periods in AMFI's figures; −2.13% over the last year against +0.16%.

Period returns

Direct Plan, growth · 3y and longer a year
PeriodFundNifty 500 TRIAhead
1 month−2.21% −3.60% —
3 months−2.45% −5.03% —
6 months−2.77% −1.83% —
1 year−2.53% −4.06% +1.53 pts
3 years— +9.27% —
5 years— +8.00% —
10 years— +12.69% —
Since start
from 7 Mar 2024
+7.01%——
Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (40% NIFTY 50 TRI + 45% Nifty Composite Debt Index A – III + 15% Domestic Price of Gold) in 0 of 1 periods.
PeriodDirectRegularBenchmarkAheadRank
1y −2.13%−3.69%+0.16% −2.29 🔒
3y ——— — —
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Multi Asset Allocation funds, and how steady the lead is, in the app

Value of 100, month-end

Mar 2024 to 14 Oct 2026
50100150 2025
Fund 119Nifty 500 TRI 112

₹100 put in at the start of Mar 2024 would be ₹119 on 14 Oct 2026, against ₹112 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

What does Quantum Multi Asset Allocation Fund cost?

0.45% a year on the direct plan, 2.03% on the regular plan; 0 of 19 funds in its category charge less.

Direct plan
0.45% a year
Category median 0.79%
Regular plan
2.03% a year
Category median 2.10%
Gap
1.58 points
for the same holdings
0 of 19 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Hybrid Scheme - Multi Asset Allocation

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Quantum Multi Asset Allocation Fund?

Sneha Pandey, since 1 Apr 2025; Mansi Vasa, since 1 Apr 2025.

Sneha Pandey
1.5 years
since 1 Apr 2025
Mansi Vasa
1.5 years
since 1 Apr 2025
Benchmark as filedTier I benchmark - NIFTY 50 TRI (40%) + Nifty Composite Debt Index A – III (45%) + Domestic Price of Gold (15%)
Exit load
NIL - if redeemed or switch out after 90 days from the date of allotment of units, 1.00% - if redeemed or switch out on or before 90 days from the date of allotment of units.
From 7 Scheme Summary Documents filed with NSE, first on 15 Apr 2026; as on 30 Sep 2026

Questions people ask

Who manages Quantum Multi Asset Allocation Fund?

Sneha Pandey (manager) since 1 Apr 2025; Mansi Vasa (manager) since 1 Apr 2025.

What is the expense ratio of Quantum Multi Asset Allocation Fund?

0.45% a year on the direct plan and 2.03% on the regular plan (expense report, Oct 2026).

Inside the app

See Quantum Multi Asset Allocation Fund beside your own funds in Valarth

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Quantum Multi Asset Allocation Fund in the app: beside your own funds, with what you own through them

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