Quantum Gold Savings Fund Direct Growth

Scheme code: INF082J01150 NAV value: ₹ 56.4291 NAV date: 19 March, 2026 TER: 0.04%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: FoF Domestic

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-18.37	115.76	7.61	11.18	37.82
3 year	-9.09	44.35	6.69	8.31	23.45
5 year	-3.19	28.60	9.84	8.16	10.6
7 year	-0.51	25.86	8.28	8.53	10.34
10 year	3.03	19.54	6.65	8.01	10.54
12 year	5.01	14.77	6.88	7.93	10.91

Comparison vs benchmark returns

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	11.18
3 year	6.28	30.95	15.04	8.31
5 year	8.38	26.02	14.22	8.16
7 year	10.18	15.62	12.93	8.53
10 year	11.42	12.93	12.18	8.01
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	11.18
3 year	6.56	19.64	13.57	8.31
5 year	9.22	12.29	10.75	8.16

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	11.18
3 year	7.68	21.49	15.06	8.31
5 year	10.37	13.5	11.93	8.16

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	11.18
3 year	8.04	32.03	17.81	8.31
5 year	8.18	28.64	15.34	8.16
7 year	10.64	16.42	13.77	8.53
10 year	12.56	14.06	13.31	8.01

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,54,085 - Absolute Returns: ₹54,085 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,79,806 - Absolute Returns: ₹4,79,806 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹77,73,700 - Absolute Returns: ₹17,73,700 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,23,38,213 - Absolute Returns: ₹39,38,213 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,06,69,133 - Absolute Returns: ₹86,69,133 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,93,91,897 - Absolute Returns: ₹1,49,91,897 - CAGR: %

Drawdown Metrics

Max Drawdown

-26.38 %

Drawdown Duration

35 months

Recovery Time

49 months

Avg Drawdown

-9.40 %

Calmar Ratio by Duration

1 Y

0.4238

3 Y

0.315

5 Y

0.3093

7 Y

0.3233

10 Y

0.3036

12 Y

0.3006

Benchmark Comparison

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	66.80	0.09	56.5	-25.7	73.08 %	4.00 %
3 years	30.01	0.09	34.7	-12.5	36.93 %	11.28 %
5 years	20.16	0.02	22.7	-8.7	26.72 %	9.44 %
7 years	17.41	0.02	14.0	-11.0	24.01 %	10.74 %
10 years	10.60	-0.00	7.9	-12.6	17.08 %	12.06 %
12 years	7.56	-0.00	7.9	-12.6	14.05 %	10.00 %
15 years	4.60	-0.00	7.9	-12.6	11.09 %	7.92 %