Quantum Long Term Equity Value Fund - Direct Plan

Scheme Type
Open-ended
Scheme Category
Large Cap
Benchmark Type
S&P BSE TRI-Sensex
Scheme AUM (in Crs.)
₹ 698.14
Expense Ratio
1.29%
Scheme Class
Equity
AMC AUM (in Crs.)
₹ 1241
Min Subscription
₹ 500
Min Addition Subscription
₹ 500
Performance
Comparison
Portfolio
Details
Analysis
53.18
(0.06 %)
NAV as on 2018-11-14
Returns
Fund
Quantum Long Term Equity Value Fund - Direct Plan
1 Year
2.05%
3 Year
12.53%
5 Year
15.11%
AMC Details
amc launch date
Launch Date
02 Dec 2005
amc sponsor
Sponsor
NA
amc email
Email
CustomerCare@QuantumAMC.com
amc phone
Phone
022 - 61447800
amc address
Address
505, Regent Chambers, 5th Floor, 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 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.
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?
0.5 Yrs
1,000
Investment per month for 0.5 Years
6,036
Portfolio Value
36
Total Returns