Quantum Long Term Equity Value Fund
500
Min SIP
500
Min Lumpsum
1.29 %
Expense Ratio
Rating
848
Fund Size (in Cr)
17 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 14.6% | 27.9% | 9.9% | 13.1% | ||||
| Category Average | 16.6% | 28.4% | 13.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
H D F C
ICICI Bank
HDFC Bank
St Bk of India
Infosys
Others
Advance Ratio
-0.07
Alpha
3.45
SD
0.79
Beta
0.13
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 .
-
- 5,430
-
21.8%Fund Size - 5,430
-
46.9%Fund Size - 5,430
-
13.4%Fund Size - 5,430
-
- Equity .
- Value .
-
- 954
-
24.5%Fund Size - 954
-
41.9%Fund Size - 954
-
13.6%Fund Size - 954
-
- Equity .
- Value .
-
- 4,832
-
18.8%Fund Size - 4,832
-
34.1%Fund Size - 4,832
-
13.4%Fund Size - 4,832
-
- Equity .
- Value .
-
- 8,087
-
23%Fund Size - 8,087
-
34%Fund Size - 8,087
-
12.9%Fund Size - 8,087
-
- Equity .
- Value .
-
- 28,470
-
18.5%Fund Size - 28,470
-
33.8%Fund Size - 28,470
-
15.9%Fund Size - 28,470
AMC Contact Details
Quantum Mutual Fund
AUM:
2,148 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 ?
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"
What is the NAV of Quantum Long Term Equity Value Fund ?
The NAV of Quantum Long Term Equity Value Fund is ₹83.4 as of 26 May 2023.
How to redeem Quantum Long Term Equity Value Fund 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?
Quantum Long Term Equity Value Fund's PE ratio is 32.41 and PB ratio is 7.08 as of 26 May 2023
What are the top stock holdings of Quantum Long Term Equity Value Fund?
The top stock holdings of Quantum Long Term Equity Value Fund are
- H D F C - 8.44%
- ICICI Bank - 7.06%
- HDFC Bank - 6.39%
- St Bk of India - 4.94%
- Infosys - 4.75%
How much returns have Quantum Long Term Equity Value Fund generated ?
The Quantum Long Term Equity Value Fund has delivered 13.1% since inception
What is the expense ratio of Quantum Long Term Equity Value Fund ?
The expense ratio of Quantum Long Term Equity Value Fund is 1.29 % as of 26 May 2023.
What is the AUM of Quantum Long Term Equity Value Fund?
The AUM of Quantum Long Term Equity Value Fund is ₹2,148 Cr as of 26 May 2023
What is the minimum sip amount of Quantum Long Term Equity Value Fund?
The minimum SIP amount of Quantum Long Term Equity Value Fund is ₹500
What are the top sectors Quantum Long Term Equity Value Fund has invested in??
The top sectors Quantum Long Term Equity Value Fund has invested in are
- H D F C - 8.44%
- ICICI Bank - 7.06%
- HDFC Bank - 6.39%
- St Bk of India - 4.94%
- Infosys - 4.75%