Quantum Long Term Equity Value Fund Regular Growth-1.73%

0.27%
1 Year Return
Equity
Multi Cap
3.0star
6M
1Y
3Y
5Y
All

Fund Details

Quantum Long Term Equity Value Fund Regular Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.79%
NAV51.25 (26 Oct 2020)
Fund Started13 Mar 2006
Fund Size705 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Quantum Long Term Equity Value Fund Regular Growth
0.3%
-1.0%
5.8%
11.6%
Category Average
1.6%
-1.4%
5.9%
-
Rank within category
12
8
8
-
*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
    0
    with 0.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Lower expense ratio - 1.79%
    Cons
    Found nothing so far.

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity9.5%
    Housing Development Finance Corpn. Ltd.FinancialEquity7.8%
    Wipro Ltd.TechnologyEquity4.9%
    HDFC Bank Ltd.FinancialEquity4.9%
    Mahindra & Mahindra Ltd.AutomobileEquity4.3%
    Hero Motocorp Ltd.AutomobileEquity4.3%
    Lupin Ltd.HealthcareEquity4.1%
    Ambuja Cements Ltd.ConstructionEquity4.0%
    ACC Ltd.ConstructionEquity3.5%
    Cipla Ltd.HealthcareEquity3.4%
    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

    Quantum Long Term Equity Value Fund Regular Growth Details

    Quantum Long Term Equity Value Fund Regular Growth is a Equity Mutual Fund Scheme launched by Quantum Mutual Fund. This scheme was made available to investors on 13 Mar 2006. Nilesh Shetty, Atul Kumar is the Current Fund Manager of Quantum Long Term Equity Value Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹705 Cr and the Latest NAV as of 26 Oct 2020 is ₹51.25.

    The Quantum Long Term Equity Value Fund Regular Growth is rated Moderately High risk. Minimum SIP Investment is set to 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 scheme aims to achieve long-term capital appreciation by investing primarily in shares of companies that are typically included in BSE 200 Index and attractively priced in the market when compared to the Investment Managers valuation of the company.

    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
    02 Dec 2005
    Quantum Mutual Fund
    Asset Management Company
    Custodian
    Deutsche Bank
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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