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Quantum Gold ETF FOF - Direct Plan Growth Option

Quantum · Scheme 115132

58.56 0.01%NAV · 2026-09-18
64
Decent FundScore
Start SIP
AUM
₹517 cr
Expense ratio
0.06%
3Y CAGR
36.7%
Risk level
High
Min SIP
₹500
Benchmark
Underlying index
Fund manager: C MehtaExit load: Nil
Decent · 64/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Strong long-term record — 25.3% CAGR over 5 years.
  • Compounding well recently — 36.7% CAGR over 3 years.
  • Low cost — 0.06% expense ratio means more of the return stays with you.
  • 3Y CAGR: +36.7%
  • Volatility: 15% annualised

📉 What could drag it down

  • Returns have been uneven across periods — less predictable than peers.
  • Weak risk-adjusted returns (Sharpe 0.42) — took on risk without enough payoff.
  • Beat category: beat category in 28% of windows
  • Sharpe ratio: 0.42

FundScore breakdown

64/100 · Decent
How it works →
94
Returns
Excellent
33
Consistency
Weak
28
Risk-adjusted
Weak
67
Downside protection
Decent
90
Cost efficiency
Excellent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.