Quantum Long Term Equity Value Fund Regular Growth+0.39%

3Groww
1.30%
1 Year Return
Equity
Multi Cap
3.0 star
6M
1Y
3Y
5Y
All

Fund Details

Quantum Long Term Equity Value Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.78%
NAV51.34 (23 Oct 2019)
Fund Started13 Mar 2006
Fund Size902 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Quantum Long Term Equity Value Fund Regular Growth
1.3%
3.4%
6.5%
12.5%
Category Average
-0.6%
NA
NA
-
Rank within category
7
9
7
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with 1.3% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity9.3%
    Housing Development Finance Corpn. Ltd.FinancialEquity8.4%
    Bajaj Auto LtdAutomobileEquity6.6%
    Hero Motocorp Ltd.AutomobileEquity5.3%
    State Bank of IndiaFinancialEquity4.5%
    Wipro Ltd.TechnologyEquity4.3%
    Shriram Transport Finance Co. Ltd.FinancialEquity3.6%
    Tata Consultancy Services Ltd.TechnologyEquity3.5%
    ICICI Bank Ltd.FinancialEquity3.5%
    Ambuja Cements Ltd.ConstructionEquity3.2%
    See All

    Fund Managers

    addAtul Kumar
    Education
    Mr.Kumar is a B.Com (H) Delhi University and PGDBM from ICFAI Business School.
    Experience
    Prior to joining Quantum AMC he has worked with Sahara AMC, K R Choksey Shares & Securities Pvt. Ltd. and Astute Consulting Pvt. Ltd.
    Funds Managed
    addNilesh Shetty
    Education
    Mr. Shetty is a MMS and CFA.
    Experience
    Prior to joining Quantum AMC he has worked with Edelweiss Securities Limited and Pranav Securities Pvt. Ltd.
    Funds Managed

    Other Details

    Quantum Long Term Equity Value Fund Regular Growth is a Equity Mutual Fund Scheme launched by Quantum Mutual Fund. This scheme was introduced to investors on 13 Mar 2006. Nilesh Shetty, Atul Kumar is the Current Fund Manager of Quantum Long Term Equity Value Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹902 Cr and the Latest NAV as of 23 Oct 2019 is ₹51.34.

    The Quantum Long Term Equity Value Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 500. For units in excess of 10% of the investment, exit load of 2% if redeemed within 365 days, 1% if redeemed after 365 days but within 730 days..

    Investment 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 the investment objective of the Scheme will be achieved. The benchmark to evaluate the performance of the Scheme shall be the BSE 30 Total Return Index. The investors may choose between Growth Plan and Dividend Plan.

    Tax Implications

    Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

    Scheme Information Document(SID)

    ₹500
    Min for First Investment
    ₹500
    Min for Second Investment
    For units in excess of 10% of the investment, exit load of 2% if redeemed within 365 days, 1% if redeemed after 365 days but within 730 days.
    Exit Load

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    About Quantum Mutual Fund

    Address
    505, Regent Chambers, 5th Floor, Nariman Point Mumbai 400021
    Phone
    022 - 61447800
    Launch Date
    01 Dec 2005
    Quantum Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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