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: 11.64%.

Quantum

QUANTUM EQUITY FUND OF FUNDS-Growth Plan

Latest NAV

₹86.6030

As of

17 Jul 2026

4,184 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	+0.51%	-2.25%	+2.76	10 / 88	Q1
1W	-0.09%	-13.29%	+13.20	43 / 94	Q2
2W	+0.23%	-13.45%	+13.68	22 / 94	Q1
1M	+2.25%	-13.34%	+15.59	3 / 94	Q1
3M	+2.88%	-12.05%	+14.92	22 / 94	Q1
6M	+0.03%	-10.21%	+10.24	52 / 94	Q3
YTD	-1.48%	-8.53%	+7.06	60 / 94	Q3
1Y	+0.87%	-3.54%	+4.42	58 / 92	Q3
2Y	+2.34%	-4.11%	+6.44	51 / 89	Q3
3Y	+12.84%	-3.43%	+16.27	17 / 89	Q1
4Y	+14.72%	-5.90%	+20.62	12 / 65	Q1
5Y	+11.64%	-8.88%	+20.52	13 / 61	Q1
7Y	+14.06%	-10.25%	+24.31	14 / 55	Q2
10Y	+12.45%	-15.63%	+28.08	8 / 44	Q1
Inception	+13.35%	-5.94%	+19.29	8 / 98	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	-1.48%	-0.05%	-1.42	26 / 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

+14.46%

195 windows

min -23.9% · max 67.4%

81% positive

3-Year rolling

+13.94%

171 windows

min -3.4% · max 28.3%

95% positive

5-Year rolling

+14.14%

147 windows

min 2.4% · max 24.8%

100% positive

7-Year rolling

+13.35%

122 windows

min 9.3% · max 17.2%

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

12.63%

3-year · annualised

Sharpe ratio

0.51

vs risk-free 6.5%

Sortino ratio

0.85

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	₹36.0468	17 Jul 2026
Nippon India Diversified Equity Flexicap Passive FoF - IDCW Option	Nippon India	₹20.8824	17 Jul 2026
ICICI Prudential Aggressive Plan	ICICI Prudential	₹170.3532	17 Jul 2026
QUANTUM EQUITY FUND OF FUNDS-Dividend Plan	Quantum	₹86.3870	17 Jul 2026
Franklin India Income Plus Arbitrage Active Fund of Funds- IDCW	Franklin India	₹20.5634	17 Jul 2026
FT India Dynamic PE Ratio Fund of Funds-Dividend	Franklin Templeton	₹41.1991	17 Jul 2026
Kotak Equity-FOF-Dividend	Kotak Mahindra	₹247.0000	17 Jul 2026
Kotak Gold Fund Payout of Income Distribution cum capital withdrawal option	Kotak	₹53.5272	17 Jul 2026
HSBC Aggressive Hybrid Active FOF - Dividend	HSBC	₹29.7952	17 Jul 2026
IDFC - All Seasons Bond Fund - Annual Dividend	IDFC	₹14.7439	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹86.6030
16 Jul 2026	₹86.1650
15 Jul 2026	₹86.3740
14 Jul 2026	₹86.0080
13 Jul 2026	₹86.6230
10 Jul 2026	₹86.6840
9 Jul 2026	₹85.8300
8 Jul 2026	₹85.1480
7 Jul 2026	₹86.8140
6 Jul 2026	₹86.9990

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 17 Jul 2026, the NAV of QUANTUM EQUITY FUND OF FUNDS-Growth Plan is ₹86.6030. 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 11 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 0.87% — +4.42 pp ahead of the Fund of Funds - Domestic category average of -3.54%. The fund ranks #58 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 12.84% — +16.27 pp ahead of the Fund of Funds - Domestic category average of -3.43%. The fund ranks #17 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 11.64% — +20.52 pp ahead of the Fund of Funds - Domestic category average of -8.88%. The fund ranks #13 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 ₹323,364 today — a multiplier of 3.23×, based on the 10-year CAGR of 12.45%. The category average over the same window would have grown ₹1 lakh to ₹18,279.

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 ₹793,937 today. That's an XIRR (money-weighted annualised return) of 11.14%.

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 ₹2,336,120 (multiplier 1.95×). XIRR: 12.78%. 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 #13 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 -8.88%; this fund delivered 11.64%.

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 14.14% (best 24.78%, worst 2.43%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.39 — 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: 11.64%.

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