Last NAV: 20.0109

QUANTUM GOLD SAVINGS - REGULAR PLAN   -   Growth

(Old Name : QUANTUM GOLD SAVINGS - REGULAR PLAN )

INVESTMENT OBJECTIVE : The scheme seeks to provide capital appreciation by predominantly investing in units of Quantum Gold Fund - Exchange Traded Fund.

Annualized Return Last 5 years Last 3 years Last 1 year Year To date Month to date
10.27% 0.00% 14.21% -7.77% 0.60% 0.60%
Sharpe Ratio Sortino Ratio Calmar Ratio Volatility Max drawdown Positive Months
0.41 1.17 0.47 12.87% -22.03% 56.90%
Riskometer
Moderately-High
Investors understands that their principle will be at moderately high risk

Key Specifications

Category Commodities: Gold
AUM INR   73.75   Cr.
Inception Date 01/04/2017
Minimum Initial Investment INR   500
Minimum Subsequent Investment INR   500
Expense Ratio 0.21

Year Jan Feb March April May June July Aug Sept Oct Nov Dec Total
2017 0.00 0.00 0.00 0.74 -0.72 -1.18 -0.36 2.79 0.49 -1.30 -0.07 -0.20 0.12
2018 2.92 -0.57 2.10 1.37 -0.28 -2.28 -2.23 1.78 0.14 4.40 -4.38 3.99 6.77
2019 4.41 0.40 -4.77 0.25 0.84 5.36 2.60 10.21 -2.61 3.39 -1.89 3.01 22.35
2020 3.88 4.28 3.84 7.91 -2.40 3.86 10.70 -3.93 -2.50 0.36 -3.51 2.27 26.35
2021 -2.22 -4.58 -5.99 5.73 4.78 -4.79 3.35 -2.32 -2.67 4.17 0.07 -0.14 -5.36
2022 0.60 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.60
all values are in %


Allocation Mandate

Equity Allocation Min: 0   Max: 0
Debt Allocation Min: 0   Max: 0
Commodity Allocation Min: 95   Max: 100
Money Market Min: 0   Max: 5

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About Fund Managers:

Chirag Mehta Quantum

  • Job Since 01/04/2017
  • About He has pursued M.Com from Mumbai University and CAIA. He has more than 7 years of experience in financial services industry. He has worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd)

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