Given the multitude of equity funds available today, choosing the right funds can be confusing and tricky. The Quantum Equity Fund of Funds can simplify and optimize your equity investing journey by investing in good quality, diversified equity schemes on your behalf, after extensive qualitative and quantitative research. The fund also reduces the hassles of making and tracking multiple investments. A single NAV is all you need to know how your investments are faring.
1. Basket of 5-10 well researched diversified equity schemes.
2. Only one NAV to track.
3. Diversification with limited capital.
4. Efficient rebalancing between schemes.
5. Provides an option to hold units in Demat mode.
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Name of the Scheme and Benchmark
Quantum Equity Fund of Funds
(An Open Ended Fund of Funds scheme Investing in Open Ended Diversified Equity Schemes of Mutual Funds)
This product is suitable for investors who are seeking*
Risk-o-meter of Scheme
Risk-o-meter of Tier-1 Benchmark
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
The Risk Level of the Scheme in the Risk O Meter is based on the portfolio of the scheme as on Nov 30, 2024
The Risk Level of the Benchmark Index in the Risk O Meter is basis it's constituents as on Nov 30, 2024
Investors may please note that they will be bearing the recurring expenses of this Scheme in addition to the expenses of the underlying Schemes in which this Scheme makes investment.
An Equity fund of funds (FOF) is a type of investment fund that invests in other equity funds on behalf of the investor. The FOF may invest in equity mutual funds or equity oriented exchange-traded funds (ETFs)
The main difference between an Equity mutual fund and an Equity fund of funds is that a mutual fund invests directly in individual stocks, while a fund of funds invests in other equity mutual funds which in turn invest in stocks. Fund of funds typically have higher fees than traditional mutual funds because they have two layers of fees.
Investors with no time, inclination or expertise to research and select either individual stocks or equity funds can consider investing in an Equity Fund of Funds where the fund manager does the research and selection of the underlying funds for them.
An Equity fund of funds offers investors a basked of well researched equity funds. The fund also reduces the hassles of making and tracking multiple investments. A single NAV is all you need to check to know how your investments are faring. The fund offers investors an opportunity to diversify across equity funds with limited capital. The fund’s structure also enables tax efficient rebalancing between the underlying equity schemes which helps to optimize the investors returns.
*Percentage of studies showing
Data Source: Oxford report 'From stockholder to stakeholder' based on more than 200 academic studies (March 2015)
A lack of ESG parameters can have a material impact on the firm’s earnings and valuation over the long term, making them crucial considerations for your long-term investments.
Investors globally are demanding better transparency not just on a company’s profits, but better responsibility on social, governance and environmental aspects. The COVID-19 pandemic accelerated the need to prioritize a more sustainable approach. Companies with strong ESG fundamentals could manage risks better and capitalize on opportunities leading to strong revenue growth and thereby translating to higher valuations.