Should I invest in QUANTUM EQUITY FUND OF FUNDS?

We don't give personal investment advice. QUANTUM EQUITY FUND OF FUNDS-Growth Plan is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.2%. 5-year CAGR: 11.23%.

Quantum

QUANTUM EQUITY FUND OF FUNDS-Growth Plan

Latest NAV

₹82.7280

As of

12 Jun 2026

4,160 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+2.19%	-1.78%	+3.97	4 / 84	Q1
1W	+1.08%	-13.21%	+14.29	5 / 94	Q1
2W	+0.33%	-13.38%	+13.71	24 / 94	Q2
1M	+1.51%	-13.36%	+14.87	7 / 94	Q1
3M	+4.76%	-11.31%	+16.07	19 / 94	Q1
6M	-5.60%	-9.94%	+4.35	72 / 94	Q4
YTD	-5.88%	-8.94%	+3.06	71 / 94	Q4
1Y	-1.72%	-3.24%	+1.53	68 / 92	Q3
2Y	+2.77%	-3.45%	+6.22	50 / 89	Q3
3Y	+12.68%	-3.14%	+15.81	18 / 89	Q1
4Y	+14.85%	-5.72%	+20.58	12 / 65	Q1
5Y	+11.23%	-8.90%	+20.13	14 / 61	Q1
7Y	+12.81%	-10.30%	+23.10	14 / 55	Q2
10Y	+12.55%	-15.48%	+28.02	8 / 44	Q1
Inception	+13.12%	-6.19%	+19.32	8 / 94	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.88%	-1.02%	-4.86	30 / 40
2025	+6.94%	+15.89%	-8.96	23 / 39
2024	+19.74%	+12.44%	+7.30	4 / 39
2023	+24.62%	+16.47%	+8.14	10 / 39
2022	-0.67%	-18.99%	+18.32	28 / 47
2021	+30.15%	+18.34%	+11.81	9 / 42
2020	+13.79%	+7.19%	+6.60	14 / 40
2019	+8.30%	+6.26%	+2.04	14 / 38
2018	-5.05%	+1.39%	-6.43	34 / 38
2017	+34.95%	+11.93%	+23.01	2 / 38
2016	+5.42%	+4.96%	+0.46	29 / 44

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+14.49%

194 windows

min -21.6% · max 65.0%

81% positive

3-Year rolling

+13.87%

170 windows

min -2.8% · max 29.8%

96% positive

5-Year rolling

+14.10%

145 windows

min 2.1% · max 24.5%

100% positive

7-Year rolling

+13.32%

121 windows

min 9.6% · max 17.0%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.30%

3-year · annualised

Sharpe ratio

0.53

vs risk-free 6.5%

Sortino ratio

0.86

Downside-only deviation

Max drawdown

-16.75%

Sep 2024 → Feb 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Fund of Funds - Domestic

Scheme	Fund house	NAV	As of
HDFC Income Plus Arbitrage Active FOF - IDCW Option	HDFC	₹35.7269	12 Jun 2026
Nippon India Diversified Equity Flexicap Passive FoF - IDCW Option	Nippon India	₹20.2223	12 Jun 2026
ICICI Prudential Aggressive Plan	ICICI Prudential	₹165.7511	12 Jun 2026
QUANTUM EQUITY FUND OF FUNDS-Dividend Plan	Quantum	₹82.5210	12 Jun 2026
Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW	Franklin India	₹22.0691	12 Jun 2026
FT India Dynamic PE Ratio Fund of Funds-Dividend	Franklin Templeton	₹40.1869	12 Jun 2026
Kotak Equity-FOF-Dividend	Kotak Mahindra	₹244.9660	12 Jun 2026
Kotak Gold Fund Payout of Income Distribution cum capital withdrawal option	Kotak	₹56.2505	12 Jun 2026
HSBC Aggressive Hybrid Active FOF - Dividend	HSBC	₹28.9420	12 Jun 2026
IDFC - All Seasons Bond Fund - Annual Dividend	IDFC	₹14.6252	12 Jun 2026

Recent NAVs

Date	NAV
12 Jun 2026	₹82.7280
11 Jun 2026	₹80.9530
10 Jun 2026	₹81.3220
9 Jun 2026	₹81.6940
8 Jun 2026	₹80.9650
5 Jun 2026	₹81.8440
4 Jun 2026	₹81.8500
3 Jun 2026	₹81.6420
2 Jun 2026	₹81.8530
1 Jun 2026	₹81.6040

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 12 Jun 2026, the NAV of QUANTUM EQUITY FUND OF FUNDS-Growth Plan is ₹82.7280. It's a Fund of Funds - Domestic from Quantum, run as a Unknown plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

QUANTUM EQUITY FUND OF FUNDS-Growth Plan has NAV history starting from 22 Jul 2009, a track record of about 16 years 10 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

QUANTUM EQUITY FUND OF FUNDS-Growth Plan is managed by Quantum. It's classified by AMFI under the 'Fund of Funds - Domestic' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, QUANTUM EQUITY FUND OF FUNDS-Growth Plan has delivered a absolute return of -1.72% — +1.53 pp ahead of the Fund of Funds - Domestic category average of -3.24%. The fund ranks #68 of 92 in its category — the third (Q3) quartile.

Over the trailing 3-year window, QUANTUM EQUITY FUND OF FUNDS-Growth Plan has delivered a CAGR of 12.68% — +15.81 pp ahead of the Fund of Funds - Domestic category average of -3.14%. The fund ranks #18 of 89 in its category — the top (Q1) quartile.

Over the trailing 5-year window, QUANTUM EQUITY FUND OF FUNDS-Growth Plan has delivered a CAGR of 11.23% — +20.13 pp ahead of the Fund of Funds - Domestic category average of -8.90%. The fund ranks #14 of 61 in its category — the top (Q1) quartile.

₹1 lakh invested in QUANTUM EQUITY FUND OF FUNDS-Growth Plan exactly 10 years ago would be worth approximately ₹326,112 today — a multiplier of 3.26×, based on the 10-year CAGR of 12.55%. The category average over the same window would have grown ₹1 lakh to ₹18,613.

A ₹10,000 monthly SIP in QUANTUM EQUITY FUND OF FUNDS-Growth Plan over the last 5 years — total invested ₹600,000 — would be worth ₹768,836 today. That's an XIRR (money-weighted annualised return) of 9.85%.

A ₹10,000 monthly SIP for 10 years in QUANTUM EQUITY FUND OF FUNDS-Growth Plan = ₹1,200,000 invested. It would currently be worth ₹2,259,749 (multiplier 1.88×). XIRR: 12.16%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, QUANTUM EQUITY FUND OF FUNDS-Growth Plan ranks #14 out of 61 funds in the Fund of Funds - Domestic category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is -8.90%; this fund delivered 11.23%.

The worst peak-to-trough decline QUANTUM EQUITY FUND OF FUNDS-Growth Plan has experienced over the last 5-year window is 19.22% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, QUANTUM EQUITY FUND OF FUNDS-Growth Plan averaged 14.10% (best 24.47%, worst 2.09%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, QUANTUM EQUITY FUND OF FUNDS-Growth Plan returned 6.94% — lagging the Fund of Funds - Domestic category average of 15.89% by 8.96 pp. It ranked #23 of 39 in its category that year.

QUANTUM EQUITY FUND OF FUNDS-Growth Plan doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. QUANTUM EQUITY FUND OF FUNDS-Growth Plan is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.2%. 5-year CAGR: 11.23%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.