Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹500 | 1.29 % | 2★ | ₹878 | 17 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹500 | 1.29 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 2★ | ₹878 Cr | 17 Years |
| Rating | Fund Size | Fund Age |
Scheme 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.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 6.2% | 14.8% | 7.7% | 13.1% | ||||
| Category Average | 3.9% | 14.6% | 11.9% | - |
Scheme Allocation
Holding
Sector
Asset
H D F C
HDFC Bank
ICICI Bank
Infosys
St Bk of India
Others
Fund House Details
Quantum Long Term Equity Value Fund
Fund Manager
George Thomas
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 |
|---|
Advance Ratio
| 0.01 | 1.04 | 0.88 | 0.03 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
AMC Contact Details
Quantum Mutual Fund
AUM:
2,103 Cr
Address:
6th Floor, Hoechst House,
Nariman Point,
Mumbai - 400 021
Contact:
022-61447800
Email ID:
customercare@QuantumAMC.com
Frequently Asked Questions
You can invest in Quantum Long Term Equity Value Fund 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 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"
The Quantum Long Term Equity Value Fund has delivered 13.1% since inception
The NAV of Quantum Long Term Equity Value Fund is ₹80.7 as of 30 January 2023.
The expense ratio of Quantum Long Term Equity Value Fund is 1.29 % as of 30 January 2023.
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”.
