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Share Fund

Quantum Long Term Equity value Fund - Direct Plan

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 Class	Equity
Scheme Category	Value
Expense Ratio	1.29%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 892
AMC AUM (in Crs.)	₹ 1,360
Min Addition Subscription	₹ 500

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 2.0%, if redeemed between (0-365) days. Exit load of 1.0%, if redeemed between (365-730) days. No Exit load, if redeemed after 730 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Aditya Birla Sun Life Pure Value Fund - Direct Plan	1000	1000	0.16%
L&T India Value Fund - Direct Plan	1000	1000	8.98%
L&T India Value Fund - Direct Plan	1000	1000	8.98%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps ^	Cash - Repurchase Agreement	9
Housing Development Finance Corp Ltd	Equity	8
Infosys Ltd	Equity	8
HDFC Bank Ltd	Equity	6
Tata Steel Ltd	Equity	4
Shriram Transport Finance Co Ltd	Equity	4
Wipro Ltd	Equity	4
Mahindra & Mahindra Ltd	Equity	4
ACC Ltd	Equity	3
ICICI Bank Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	91
Cash - Repurchase Agreement	9
Cash	0
Bond - Gov't Treasury	0

Sector Allocation(%)

Sector	Percent
Financial Services	29
Technology	16
Consumer Cyclical	15
Basic Materials	11
Utilities	10

Fund Manager

Nilesh Shetty

10+ years of experience

Sorbh Gupta

0+ years of experience

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.

info@quantumamc.com

Phone

1800 209 3863

Address

7th Floor, Hoechst House, Nariman Point, Mumbai 400021, Mumbai - 400021

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m