Quantum Long Term Equity Value Fund – Direct Growth
500
Min SIP
500
Min Lumpsum
1.1 %
Expense Ratio
Rating
907
Fund Size (in Cr)
18 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 17.1% | 24% | 11.3% | 13.5% | ||||
| Category Average | 17.1% | 22.3% | 13.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.28
Alpha
3.81
SD
0.87
Beta
1.62
Sharpe
Exit Load
| Exit Load | 10% of units if redeemed or switched out during exit load period i.e. 730 days from the allotment: NIL 2.00% - if redeemed or switched out on or before 365 days from the date of allotment 1.00% - if redeemed or switched out on or after 365 days but before 730 days from the date of allotment Nil - If units redeemed or switched out after 730 days from the date of allotment |
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Fund Objective
The investment objective of the Scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets. However, there is no assurance that investment objective of the Scheme will be achieved.
Fund Managers
George Thomas
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Equity .
- Value .
-
- 6,649
-
21.5%Fund Size - 6,649
-
38.2%Fund Size - 6,649
-
17.6%Fund Size - 6,649
-
- Equity .
- Value .
-
- 1,266
-
22.2%Fund Size - 1,266
-
37.5%Fund Size - 1,266
-
17.1%Fund Size - 1,266
-
- Equity .
- Value .
-
- 32,753
-
25.5%Fund Size - 32,753
-
31.5%Fund Size - 32,753
-
17.3%Fund Size - 32,753
-
- Equity .
- Value .
-
- 9,236
-
27.2%Fund Size - 9,236
-
30.5%Fund Size - 9,236
-
16.7%Fund Size - 9,236
-
- Equity .
- Value .
-
- 5,574
-
20%Fund Size - 5,574
-
30%Fund Size - 5,574
-
17.1%Fund Size - 5,574
AMC Contact Details
Quantum Mutual Fund
AUM:
2,186 Cr
Address:
6th Floor, Hoechst House,
Nariman Point,
Mumbai - 400 021
Contact:
022-61447800
Email ID:
customercare@QuantumAMC.com
Frequently Asked Questions
How to invest in Quantum Long Term Equity Value Fund – Direct Growth ?
You can invest in Quantum Long Term Equity Value Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Quantum Long Term Equity Value Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Quantum Long Term Equity Value Fund – Direct Growth ?
The NAV of Quantum Long Term Equity Value Fund – Direct Growth is ₹93.1 as of 25 September 2023.
How to redeem Quantum Long Term Equity Value Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is PE and PB ratio of Quantum Long Term Equity Value Fund – Direct Growth?
Quantum Long Term Equity Value Fund – Direct Growth's PE ratio is 32.49 and PB ratio is 3.41 as of 25 September 2023
What are the top stock holdings of Quantum Long Term Equity Value Fund – Direct Growth?
The top stock holdings of Quantum Long Term Equity Value Fund – Direct Growth are
- HDFC Bank - 9.19%
- ICICI Bank - 6.35%
- Infosys - 5.2%
- Eicher Motors - 4.32%
- St Bk of India - 4.29%
How can I redeem my investments in Quantum Long Term Equity Value Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Quantum Long Term Equity Value Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Quantum Long Term Equity Value Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have Quantum Long Term Equity Value Fund – Direct Growth generated ?
The Quantum Long Term Equity Value Fund – Direct Growth has delivered 13.5% since inception
What is the expense ratio of Quantum Long Term Equity Value Fund – Direct Growth ?
The expense ratio of Quantum Long Term Equity Value Fund – Direct Growth is 1.1 % as of 25 September 2023.
What is the AUM of Quantum Long Term Equity Value Fund – Direct Growth?
The AUM of Quantum Long Term Equity Value Fund – Direct Growth is ₹2,186 Cr as of 25 September 2023
What is the minimum sip amount of Quantum Long Term Equity Value Fund – Direct Growth?
The minimum SIP amount of Quantum Long Term Equity Value Fund – Direct Growth is ₹500
What are the top sectors Quantum Long Term Equity Value Fund – Direct Growth has invested in?
The top sectors Quantum Long Term Equity Value Fund – Direct Growth has invested in are
- Banks - 24.89%
- Automobiles - 15.61%
- IT-Software - 15.53%
- Finance - 6.55%
- Pharmaceuticals & Biotech - 5.88%
Can I make investments in both the SIP and Lump Sum schemes of Quantum Long Term Equity Value Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Quantum Long Term Equity Value Fund – Direct Growth based on your investment objective and risk tolerance.