Widely used:
Analyst’s Choice
Value Research Rating
Analyst’s Choice
Riskometer
High
₹27.2313
As on 14-Aug-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Quantum Gold Savings - Regular Plan
|
|
|
High
|
Please wait... |
0.21 |
|
 |
|
Very High
|
Please wait... |
0.49 |
||
|
|
High
|
Please wait... |
0.42 |
||
 |
|
High
|
Please wait... |
0.50 |
||
|
|
High
|
Please wait... |
0.50 |
₹115 Cr
--
500
500
500
12
Investment Strategy
The scheme seeks to provide capital appreciation by predominantly investing in units of Quantum Gold Fund - Exchange Traded Fund.
Suitability
"Gold funds provide returns that are closely in line with the returns provided by gold.
We do not think of gold as a good long-term investment avenue and therefore we believe that investors can avoid these funds altogether. Read this article to know why.
But for those retail investors who'd still prefer to invest in gold, we believe that the Sovereign Gold Bond Scheme offered by the Government of India is a better alternative. This scheme offers a guaranteed return of 2.5 per cent per year over and above the return provided by the price of gold, though the investment cannot be redeemed before a tenure of five years."
Capital Gains Taxation
Dividend Taxation
Quantum Gold Savings - Regular Plan is mandated to invest its assets in physical gold and/or other mutual funds/ETFs which in turn invest in gold. Therefore, you can expect it to generate returns closely in line with the returns provided by the price of gold.
Mutual funds can be bought directly from the website of the fund house. For instance, Quantum Gold Savings - Regular Plan fund can be purchased from the website of Quantum Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Quantum Gold Savings - Regular Plan is ₹27.2313 as of 14-Aug-2024.
The AUM of Quantum Gold Savings - Regular Plan Fund is ₹115 Cr as of 31-Jul-2024
The riskometer level of Quantum Gold Savings - Regular Plan is High. See More
| Company | Percentage of Portfolio |
|---|---|
|
Quantum Gold |
100.11
|
As of 31-Jul-2024, Quantum Gold Savings - Regular Plan had invested 99.16% in Commodities, 0.74% in Cash & Cash Eq. and 0.1% in Debt See More
Quantum Gold Savings - Regular Plan is 13 years 3 months old. It has delivered 7.78% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
18.07%
|
13.41%
|
11.93%
|
12.13%
|
8.16%
|
7.78%
|
No, There is no lock in period in Quantum Gold Savings - Regular Plan.
The expense ratio of Quantum Gold Savings - Regular Plan is 0.21.
Mutual Funds 
Quantum Quantum Gold Savings - Regular Plan
