- Mutual Funds
- Quantum Mutual Fund
- Quantum Long Term Equity Value Fund (Growth)
Formerly Quantum L/T Equity Reg Gr
Value funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 109.32
NAV (Apr 23)
Fund Returns
Last 1Y | 41.6% |
Last 3Y | 19% |
Last 5Y | 14.5% |
Last 10Y | 13.6% |
Since Inception | 13.9% |
6 Month CAGR | 22.5% |
Scheme Information
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.
Expense Ratio | 2 |
Launched (18y ago) | Mar 13, 2006 |
AUM in Crores | 1052.247 |
ISIN | INF082J01242 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.9 |
Standard Deviation (5yr) | 18.6 |
Beta (3yr) | 0.86 |
Beta (5yr) | 0.95 |
Sharpe Ratio (3yr) | 0.982 |
Sharpe Ratio (5yr) | 0.527 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Quantum Long Term Equity Value Fund (Growth) | 10,50,609 | 3,17,997 | 14.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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 before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
7.5%treps ^
7.1%icici bank ltd
6%state bank of india
4.7%infosys ltd
4.5%Allocation by Sector
financial services
38.3%consumer cyclical
19.2%technology
14.3%utilities
5.7%healthcare
5.1%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
About the AMC
Quantum Asset Management Co Pvt. Ltd.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.6% | 7.6% | ||
2.1% | 4.7% | ||
2.1% | 4.7% | ||
19% | 16.7% | ||
5.3% | 6.7% |
Quantum Long Term Equity Value Fund (G) Review
Quantum Long Term Equity Value Fund (G) is a Value Equity fund and has delivered an annualised return of 13.9% over a period of 18 years. The fund was previously known as Quantum L/T Equity Reg Gr. The fund is managed by Quantum Asset Management Co Pvt. Ltd.. The fund managers are Christy Mathai, George Thomas.
Nav of Quantum Long Term Equity Value Fund (G) as of 4/23/2024 is ₹109.32 with the total AUM as of 4/24/2024 is ₹1052.247. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quantum Long Term Equity Value Fund (G) was launched on Mar 13, 2006. The category risk of the fund is Very High Risk.
The minimum SIP amount for Quantum Long Term Equity Value Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Quantum Long Term Equity Value Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 India TR INR.
Quantum Long Term Equity Value Fund (G) is rated as a 1 fund in Equity and delivered 41.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Quantum Long Term Equity Value Fund (G).
Frequently Asked Questions
What is Quantum Long Term Equity Value Fund (G)?
How to invest in Quantum Long Term Equity Value Fund (G)?
You can invest in Quantum Long Term Equity Value Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Quantum Long Term Equity Value Fund (G)?
The minimum sip amount for Quantum Long Term Equity Value Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Quantum Long Term Equity Value Fund (G) good to invest in?
As per Scripbox experts, Quantum Long Term Equity Value Fund (G) is a Not Recommended fund. You can investQuantum Long Term Equity Value Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Quantum Long Term Equity Value Fund (G)?
The expense ratio of the Quantum Long Term Equity Value Fund (G) is 2% for regular plan.