Quantum Long Term Equity Value Fund Direct
Scheme Type
Open-ended
Scheme Category
Value
Benchmark Type
S&P BSE TRI-Sensex
Scheme AUM (in Crs.)
₹ 891.7
Expense Ratio
1.29%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 1287
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
02 Dec 2005
Sponsor
NA
Email
info@quantumamc.com
Phone
022 - 61447800
Address
505, 5th Floor, Regent Chambers,Nariman Point,, Mumbai - 400021
Tax Implications
Short Term Capital Gain (Holding period < 12months):
17.16% - 17.94%
(15% + Surcharge @ 10%-15% + 4% Health & Education Cess.)
Long Term Capital Gain:
10% without indexation & without foreign currency conversion benefit + Surcharge @10%-15% + 4% Health & Education Cess
Taxation on Dividends:
10%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately High
Exit Load
Exit load of 4% if redeemed within 6 months, 3% if redeemed after 6 months but within 1 year, 2% if redeemed after 1 year but within 18 months and 1% after 18 months but within 2 years.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
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 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.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
₹1,000
Investment per month for 0.5 Years
₹5,968
Portfolio Value
₹-32
Total Returns
Get the mobile app on your iOS/Android Device
Mutual Fund House
SBI Mutual Fund
L&T Mutual Fund
Axis Mutual Fund
UTI Mutual Fund
LIC Mutual Fund
TATA Mutual Fund
IDFC Mutual Fund
PPFAS Mutual Fund
IDBI Mutual Fund
Quantum Mutual Fund
HDFC Mutual Fund
Invesco Mutual Fund
Union Mutual Fund
HSBC Mutual Fund
Kotak Mutual Fund
Mirae Asset Mutual Fund
Essel Finance Mutual Fund
Franklin Mutual Fund
Mutual Funds investments are subject to market risks, read all scheme related documents carefully.