Quantum Long Term Equity Value Fund Direct
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 S&P BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.
Suitability
This product is suitable for investors who are seeking
• Long term capital appreciation and current income
• Investments in equity and equity related securities of companies in S&P BSE 200 index.
Fund Info
Scheme Type
Open-ended
Scheme Category
Value
Benchmark Type
S&P BSE TRI-Sensex
Scheme AUM (in Crs.)
₹ 915.78
Expense Ratio
1.29%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 1287
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Fund Info
| Scheme Type | Open-ended |
|---|---|
| Scheme Category | Value |
| Benchmark Type | S&P BSE TRI-Sensex |
| Scheme AUM (in Crs.) | ₹ 915.78 |
| Expense Ratio | 1.29% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 1287 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Infosys Ltd.
Equity
7.59
Housing Development Finance Corpn. Ltd.
Equity
7.54
Bajaj Auto Ltd
Equity
6.44
Hero Motocorp Ltd.
Equity
6.33
Tata Consultancy Services Ltd.
Equity
5.11
ICICI Bank Ltd.
Equity
3.91
State Bank of India
Equity
3.64
Indian Hotels Co. Ltd.
Equity
3.61
GAIL (India) Ltd.
Equity
3.48
National Thermal Power Corp. Ltd.
Equity
3.48
Sector Allocation(%)
Sector
Percent
Engineering
3.67
Energy
18.91
Automobile
16.56
Financial
15.67
Technology
13.33
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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