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Quantum Long Term Equity Value Fund Regular Plan Growth Option

Formerly Quantum L/T Equity Reg Gr
Returns (5yrs)
0.5 %
Latest NAV
40.37

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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 27th of May, 06:44 PM

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.

Fund Managers

  • profile-pic
    Atul Kumar
    profile-pic
    Nilesh Shetty
  • expense-ratio
    Expense Ratio
    1.79
    benchmark
    Benchmark
    S&P BSE 200 India TR INR
  • Aum image
    AUM
    ₹ 665.45 Crores
    ISIN
    ISIN
    INF082J01242
  • Category Risk:

    Moderately High risk

Holding Information

as on 27th of May, 06:44 PM

Top Holding

Housing Development Finance Corp Ltd
9%
Infosys Ltd
8%
Wipro Ltd
4%
Hdfc Bank Ltd
4%
Bajaj Auto Ltd
4%

Top Sectors

Financial Services
27%
Technology
17%
Consumer Cyclical
16%
Utilities
12%
Basic Materials
9%

Allocation

Equity
92%
Others
8%
Debt
0%

Investment Return Calculator

as on 27th of May, 06:44 PM
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 27th of May, 06:44 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Quantum Long Term Equity Value Fund Regular Plan Growth Option is a Diversified EQUITY fund and has delivered an annualised return of 0.5% over a period of 5 years. The fund is managed by Quantum Asset Management Co Pvt. Ltd.. The fund managers names are Atul Kumar, Nilesh Shetty. 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. The fund charges 1.79000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.