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.)
₹ 967.72
Expense Ratio
1.28%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 1360
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.) | ₹ 967.72 |
| Expense Ratio | 1.28% |
| Scheme Class | Equity |
| AMC AUM (in Crs.) | ₹ 1360 |
| Min Subscription | ₹ 500 |
| Min Addition Subscription | ₹ 500 |
Performance
Comparison
Portfolio
AMC Details
Peer Comparison
Fund
Min SIP Inv.
Min Inv.
Returns 3Y
Fund Size(Cr.)
Top 10 Holdings
Company
Holding Type
Asset(%)
Trep ^
Bond - Gov't Treasury
10
Infosys Ltd
Equity
8
Housing Development Finance Corp Ltd
Equity
8
Bajaj Auto Ltd
Equity
6
State Bank of India
Equity
5
Hero MotoCorp Ltd
Equity
5
Wipro Ltd
Equity
4
ICICI Bank Ltd
Equity
4
Tata Consultancy Services Ltd
Equity
4
LIC Housing Finance Ltd
Equity
4
Asset Allocation(%)
Equity
91
Bond - Gov't Treasury
10
Unidentified Holding
0
Other Assets And Liabilities
0
Sector Allocation(%)
Sector
Percent
Information Technology Services
16
Auto Manufacturers
13
Banks - Regional - Asia
12
Specialty Finance
11
Bond - Gov't Treasury
10
Quantum Mutual Fund
AUM
₹1,360 Cr
About
Quantum Mutual Fund was launched in year 2015 and is sponsored by Quantum Advisors Private Ltd. The AMC goal is to convert saving of an investor to wealth. They aspire to provide simple, yet effective products to investors, which impacts them positively in their financial journey.##Until 2016 Quantum was the only AMC that was an only Direct AMC and did not provide any regular plans. This thus ensured lower expense ratios as AMC did not have to bear any upfront or trail commissions.##Their vision is to become most respected mutual fund house of India by following their values and keeping their business policy simple and transparent.
Launch Date
02 Dec 2005
Sponsor
NA
Email
info@quantumamc.com
Phone
1800 209 3863
Address
7th Floor, Hoechst House, Nariman Point, Mumbai 400021, Mumbai - 400021
Quantum Mutual Fund
Quick Links
Calculate Returns
LUMPSUM
SIP
Investment Amount
₹10,000
Return Amount
₹4,185
Return Rate
6%
Duration
6y 0m
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