Aeterna Wealth
Dynamic Term · Regular plan · Growth

Quantum Dynamic Term Fund (Regular)

Quantum Mutual Fund · benchmark: the median Dynamic Term fund · 9.6 years old · AMFI code 141061

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: 9 of 22 in Dynamic Term

B (middle of the peer group), score 60.5 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months2.1%2.1%-0.1%14 / 22
1 year2.6%3.1%-0.5%15 / 22
3 years (a year)6.3%6.0%+0.3%8 / 22
5 years (a year)5.9%5.3%+0.6%6 / 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-2.2%

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 (Regular plan)?

₹22.30 on 6 Nov 2026 (Growth option).

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

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

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

6.3% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.0% for the median Dynamic Term fund.

How is Quantum Dynamic Term Fund rated?

B: 9 of 22 Regular 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.