Quantum Multi Asset Active FoF Direct-Growth
Hybrid: Multi Asset Allocation - Growth (Open ended)
NAV: ₹37.23+0.43%
18 Sept 2026
Rolling Returns Analysis
Rolling annualized returns of Quantum Multi Asset Active FoF Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 18 Jul, 2013 - 18 Sep, 2026 | 05 Aug, 2015 - 18 Sep, 2026 | 14 Aug, 2017 - 18 Sep, 2026 | 28 Aug, 2019 - 18 Sep, 2026 |
| Average returns | 10.34% | 9.90% | 9.60% | 9.46% |
| Standard deviation | 5.33% | 2.04% | 1.49% | 0.84% |
| Best returns | 30.72% 1 year ending on 25 Mar, 2021 | 15.37% 3 years ending on 29 Jan, 2026 | 15.03% 5 years ending on 17 Apr, 2025 | 11.61% 7 years ending on 29 Jan, 2026 |
| Worst returns | -8.20% 1 year ending on 23 Mar, 2020 | 1.67% 3 years ending on 23 Mar, 2020 | 4.21% 5 years ending on 23 Mar, 2020 | 6.40% 7 years ending on 23 Mar, 2020 |
| Period with positive return | 98.86% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 86.20% | 98.69% | 99.69% | 100.00% |
| Period with return > 10% | 46.98% | 40.64% | 40.52% | 25.62% |
| Period with return > 15% | 19.81% | 0.18% | 0.04% | 0.00% |
| Beat % Category | 34.72% | 25.79% | 15.89% | 5.51% |
| Beat % Benchmark | 40.65% | 18.79% | 9.06% | 1.95% |
Trailing Returns
Point-to-point returns of Quantum Multi Asset Active FoF Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-5%
0%
5%
10%
-0.1%
2.6%
-9.8%
YTD
-1.3%
-1.2%
-3.3%
1 M
1.3%
3.9%
-1.0%
6 M
4.3%
8.8%
-9.6%
1 Y
10.9%
14.8%
6.3%
3 Y
9.7%
13.0%
7.1%
5 Y
9.2%
12.3%
11.6%
10 Y
Fund
Hybrid: Multi Asset Allocation
Benchmark
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | -0.08% | -1.30% | 1.30% | 4.26% | 10.86% | 9.68% | 9.17% | 9.70% |
| Hybrid: Multi Asset Allocation | 2.65% | -1.20% | 3.90% | 8.76% | 14.84% | 13.05% | 12.34% | - |
| Rank in category | 42 | 40 | 48 | 39 | 21 | 14 | 4 | - |
| Funds in category | 46 | 52 | 47 | 40 | 20 | 12 | 3 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Quantum Multi Asset Active FoF Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Quantum Multi Asset Active FoF Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
Add benchmark
Frequently Asked Questions
What are the 1-year returns of Quantum Multi Asset Active FoF Direct-Growth?
Quantum Multi Asset Active FoF Direct-Growth has delivered a 1-year return of 4.26% as of 17 Sep 2026.
What are the 3-year returns of Quantum Multi Asset Active FoF Direct-Growth?
Quantum Multi Asset Active FoF Direct-Growth has delivered a 3-year CAGR of 10.86% as of 17 Sep 2026. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of Quantum Multi Asset Active FoF Direct-Growth?
Quantum Multi Asset Active FoF Direct-Growth has delivered a 5-year CAGR of 9.68% as of 17 Sep 2026. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of Quantum Multi Asset Active FoF Direct-Growth since inception?
Since its launch on 15 Jul 2012, Quantum Multi Asset Active FoF Direct-Growth has delivered a CAGR of 9.70%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Quantum Multi Asset Active FoF Direct-Growth performed vs its category over the long term?
Over the long term, Quantum Multi Asset Active FoF Direct-Growth has ranked 21 out of 20 funds in the Hybrid: Multi Asset Allocation category on a 3-year basis, and 14 out of 12 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Quantum Multi Asset Active FoF Direct-Growth?
The Sharpe ratio of Quantum Multi Asset Active FoF Direct-Growth is 0.91 (as of 17 Sep 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Quantum Multi Asset Active FoF Direct-Growth?
The alpha of Quantum Multi Asset Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Quantum Multi Asset Active FoF Direct-Growth?
The beta of Quantum Multi Asset Active FoF Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Quantum Multi Asset Active FoF Direct-Growth?
The average 1-year and 3-year rolling returns of Quantum Multi Asset Active FoF Direct-Growth is 10.34% and 9.90% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.