- Scheme Category:
- Hybrid Scheme >
- Multi Asset Allocation Fund
NAV: ₹ ↓ -1.22%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Quantum Multi Asset Allocation Fund - Direct Plan Growth Option and its peers as on 8 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Quantum Multi Asset Allocation Fund - Direct Plan Growth Option | -3.51% | -1.22% | 0.17% | 1% | -0.66% | 2.63% | - | - | - | - |
| SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH | 1.2% | -1.26% | -0.7% | 0.82% | 1.66% | 11.12% | 16.61% | 14.11% | 14.4% | 12.28% |
| ICICI Prudential Multi-Asset Fund - Direct Plan - Growth | -0.21% | 0.04% | 1.93% | 2.87% | 5.21% | 7.81% | 17.21% | 18.2% | 17.79% | 16.4% |
| HDFC Multi-Asset Fund - Growth Option - Direct Plan | -1.88% | -1.44% | 0.06% | 2.03% | 0.26% | 4.2% | 12.79% | 12.02% | 13.93% | 11.76% |
| Nippon India Multi Asset Allocation Fund - Direct Plan - Growth Option | 4% | -0.19% | 1.53% | 1.83% | 6.84% | 15.57% | 20.32% | 16.58% | - | - |
| Kotak Multi Asset Allocation Fund - Direct Plan - Growth Option | 1.9% | -0.41% | 0.86% | 0.51% | 6.24% | 21.15% | - | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | - | 14.84% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 1.44% | 1.58% | 1.8% | 0.56% | -0.24% | 0.16% | -7.95% | 2.88% | -0.33% | -0.41% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 62.86% | 31.76% (Arbitrage: 0.00%) | 0.00% | 0.00% | 5.38% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| HDFC Bank Ltd* | HDFCBANK (INE040A01034) | Banks | 4.33% |
| ICICI Bank Ltd* | ICICIBANK (INE090A01021) | Banks | 3.88% |
| State Bank of India* | SBIN (INE062A01020) | Banks | 2.60% |
| Tata Consultancy Services Ltd* | TCS (INE467B01029) | IT - Software | 2.33% |
| Infosys Ltd* | INFY (INE009A01021) | IT - Software | 2.25% |
| Kotak Mahindra Bank Ltd* | KOTAKBANK (INE237A01036) | Banks | 2.16% |
| ICICI Prudential Life Insurance Company Ltd* | ICICIPRULI (INE726G01019) | Insurance | 2.01% |
| Axis Bank Ltd* | AXISBANK (INE238A01034) | Banks | 1.93% |
| Hero MotoCorp Ltd* | HEROMOTOCO (INE158A01026) | Automobiles | 1.78% |
| Crompton Greaves Consumer Electricals Ltd* | CROMPTON (INE299U01018) | Consumer Durables | 1.77% |
| Star Health And Allied Insurance Company Ltd | STARHEALTH (INE575P01011) | Insurance | 1.65% |
| Container Corporation of India Ltd | CONCOR (INE111A01025) | Transport Services | 1.62% |
| Nuvoco Vistas Corporation Ltd | NUVOCO (INE118D01016) | Cement & Cement Products | 1.55% |
| Cipla Ltd | CIPLA (INE059A01026) | Pharmaceuticals & Biotechnology | 1.39% |
| Dr. Reddy''s Laboratories Ltd | DRREDDY (INE089A01031) | Pharmaceuticals & Biotechnology | 1.24% |
| Bharti Airtel Ltd | BHARTIARTL (INE397D01024) | Telecom - Services | 1.22% |
| Bajaj Finance Ltd | BAJFINANCE (INE296A01032) | Finance | 1.15% |
| IndusInd Bank Ltd | INDUSINDBK (INE095A01012) | Banks | 0.99% |
| Tata Steel Ltd | TATASTEEL (INE081A01020) | Ferrous Metals | 0.96% |
| Wipro Ltd | WIPRO (INE075A01022) | IT - Software | 0.85% |
| Eicher Motors Ltd | EICHERMOT (INE066A01021) | Automobiles | 0.80% |
| Tech Mahindra Ltd | TECHM (INE669C01036) | IT - Software | 0.78% |
| Gujarat State Petronet Ltd | (INE246F01010) | Gas | 0.71% |
| LIC Housing Finance Ltd | LICHSGFIN (INE115A01026) | Finance | 0.67% |
| Mahindra & Mahindra Ltd | M&M (INE101A01026) | Automobiles | 0.66% |
| NTPC Ltd | NTPC (INE733E01010) | Power | 0.62% |
| Hindustan Unilever Ltd | HINDUNILVR (INE030A01027) | Diversified FMCG | 0.62% |
| Maruti Suzuki India Ltd | MARUTI (INE585B01010) | Automobiles | 0.57% |
| Bajaj Auto Ltd | BAJAJ-AUTO (INE917I01010) | Automobiles | 0.57% |
| Bajaj Finserv Ltd | BAJAJFINSV (INE918I01026) | Finance | 0.51% |
| Power Grid Corporation of India Ltd | POWERGRID (INE752E01010) | Power | 0.49% |
| HCL Technologies Ltd | HCLTECH (INE860A01027) | IT - Software | 0.44% |
| Titan Company Ltd | TITAN (INE280A01028) | Consumer Durables | 0.41% |
| SBI Life Insurance Company Ltd | SBILIFE (INE123W01016) | Insurance | 0.38% |
| HDFC Life Insurance Company Ltd | HDFCLIFE (INE795G01014) | Insurance | 0.32% |
| Asian Paints Ltd | ASIANPAINT (INE021A01026) | Consumer Durables | 0.27% |
| Nestle India Ltd | NESTLEIND (INE239A01024) | Food Products | 0.26% |
| Tata Motors Ltd | TMCV (INE1TAE01010) | Agricultural, Commercial & Construction Vehicles | 0.25% |
| Tata Consumer Products Ltd | TATACONSUM (INE192A01025) | Agricultural Food & other Products | 0.22% |
| Tata Motors Passenger Vehicles Ltd | TMPV (INE155A01022) | Automobiles | 0.19% |
| Quantum Gold Fund -Exchange Traded Fund (ETF)* | (INF082J01408) | 15.46% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| 6.01% GOI (MD 21/07/2030) | SOV | 18.40% |
| 5.63% GOI (MD 12/04/2026) | SOV | 3.03% |
| 7.33% GOI (MD 30/10/2026)** | SOV | 0.86% |
| 7.63% Maharashtra SDL (MD 31/01/2035)** | SOV | 9.47% |
Portfolio data is as on date 31 March, 2026
NAV history
Quantum Multi Asset Allocation Fund - Direct Plan Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 8 July, 2026 | 12.10 | -1.22% |
| 7 July, 2026 | 12.25 | -0.08% |
| 6 July, 2026 | 12.26 | 0.08% |
| 3 July, 2026 | 12.25 | 0.57% |
| 2 July, 2026 | 12.18 | 0.83% |
| 1 July, 2026 | 12.08 | 0.08% |
| 30 June, 2026 | 12.07 | -0.33% |
| 29 June, 2026 | 12.11 | 0.08% |
| 25 June, 2026 | 12.10 | -0.33% |
| 24 June, 2026 | 12.14 | 0.25% |
| 23 June, 2026 | 12.11 | -0.82% |
| 22 June, 2026 | 12.21 | 0.41% |
| 19 June, 2026 | 12.16 | -0.73% |
| 18 June, 2026 | 12.25 | 0.08% |
| 17 June, 2026 | 12.24 | 0.33% |
| 16 June, 2026 | 12.20 | 0.16% |
| 15 June, 2026 | 12.18 | 0.83% |
| 12 June, 2026 | 12.08 | 1.34% |
| 11 June, 2026 | 11.92 | -0.42% |
| 10 June, 2026 | 11.97 | -0.58% |
| 9 June, 2026 | 12.04 | 0.5% |
| 8 June, 2026 | 11.98 | -0.91% |
| 5 June, 2026 | 12.09 | -0.17% |
| 4 June, 2026 | 12.11 | 0.08% |
| 3 June, 2026 | 12.10 | -0.58% |
| 2 June, 2026 | 12.17 | 0.41% |
| 1 June, 2026 | 12.12 | -0.41% |
| 29 May, 2026 | 12.17 | -0.65% |
| 27 May, 2026 | 12.25 | -0.08% |
| 26 May, 2026 | 12.26 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Quantum Multi Asset Allocation Fund - Direct Plan Growth Option?
The latest NAV of Quantum Multi Asset Allocation Fund - Direct Plan Growth Option is 12.10 as on 8 July, 2026.What are YTD (year to date) returns of Quantum Multi Asset Allocation Fund - Direct Plan Growth Option?
The YTD (year to date) returns of Quantum Multi Asset Allocation Fund - Direct Plan Growth Option are -3.51% as on 8 July, 2026.What are 1 year returns of Quantum Multi Asset Allocation Fund - Direct Plan Growth Option?
The 1 year returns of Quantum Multi Asset Allocation Fund - Direct Plan Growth Option are 2.63% as on 8 July, 2026.