Aeterna Wealth
Dynamic Term · Direct plan · Growth

Quantum Dynamic Term Fund (Direct)

Quantum Mutual Fund · benchmark: the median Dynamic Term fund · 11.5 years old · AMFI code 134494

Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).

B
Track-record rating: 13 of 22 in Dynamic Term

B (middle of the peer group), score 51.8 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.3%2.5%-0.2%14 / 22
1 year3.1%3.9%-0.7%17 / 22
3 years (a year)6.9%6.8%+0.0%13 / 22
5 years (a year)6.2%6.0%+0.2%9 / 20

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y3.3%
Max fall, 5Y-2.1%

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Quantum Dynamic Term Fund (Direct plan)?

₹22.81 on 6 Nov 2026 (Growth option).

What is the expense ratio of Quantum Dynamic Term Fund (Direct)?

0.50% a year; the Regular plan's is 1.01%.

What return has Quantum Dynamic Term Fund given over 3 years?

6.9% a year (Direct plan) over the 3 years to 6 Nov 2026, against 6.8% for the median Dynamic Term fund.

How is Quantum Dynamic Term Fund rated?

B: 13 of 22 Direct plans in Dynamic Term, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Quantum Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.