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  • Quantum Mutual Fund
  • Quantum Long Term Equity Value Fund (Growth)

Formerly Quantum L/T Equity Reg Gr

Quantum Mutual Fund

Quantum Long Term Equity Value Fund (Growth)

EquityValue

80.89

NAV (Nov 25)

8.7%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in value mutual funds.

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).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Neutral

The performance of the fund on a Fund Size metric has been Neutral

Outperformance Consistency

Neutral

The performance of the fund on a Outperformance Consistency metric has been Neutral

Scripbox Recommended Value Funds

Want the value funds that are right for your long term equity investment needs?

Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

80.89

NAV (Nov 25)

Fund Returns

Last 1Y

5.1%

Last 3Y

15.1%

Last 5Y

8.7%

Last 10Y

12.8%

Since Inception

13.1%

6 Month CAGR

14.8%

Scheme Information

Investment 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.

Expense Ratio

1.79

Launched (16y ago)

Mar 13, 2006

AUM in Crores

884.762

ISIN

INF082J01242

Lock-in

No Lock-in

Benchmark

S&P BSE 500 India TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

22.2

Standard Deviation (5yr)

18.4

Beta (3yr)

0.96

Beta (5yr)

0.9

Sharpe Ratio (3yr)

0.527

Sharpe Ratio (5yr)

0.258

YTM

0

Fund Managers

George Thomas

Fund Manager

Christy Mathai

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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

Last updated on 2022-11-25

Top Stock Holdings

housing development finance corp ltd

7.4%
7.4%

icici bank ltd

7%
7%

treps ^

6.5%
6.5%

hdfc bank ltd

6.4%
6.4%

infosys ltd

6%
6%
See all holdings

Allocation by Sector

financial services

35.4%
35.4%

consumer cyclical

18.4%
18.4%

technology

17.4%
17.4%

utilities

7%
7%

healthcare

5.5%
5.5%
See all sectors

Compare Quantum Long Term Equity Value Fund (Growth)

Fund NameFund SizeOutperformance Consistency
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,865 cr

₹ 10,427 cr

₹ 15,580 cr

₹ 10,427 cr

₹ 15,580 cr

About the AMC

Quantum Asset Management Co Pvt. Ltd.

Quantum Asset Management Co Pvt. Ltd. manages assets worth 1,915 crores and was set up on 19 September 2005. It's current offering of mutual fund schemes includes 9 equity,7 debt and 1 hybrid funds.

amc-img

  • 022-61447800
  • customercare@quantumamc.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    5.8%

    7.7%

    5.2%

    5.7%

    5.2%

    5.8%

    10.1%

    6.4%

    3.7%

    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 13.1% over a period of 16 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 11/25/2022 is ₹80.89 with the total AUM as of 11/28/2022 is ₹884.762. 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 5.1% 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)?

    Quantum Long Term Equity Value Fund (G) is a Value Equity scheme predominantly investing across Equity stocks with an investment objective to generate wealth over the long term.

    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 1.79% for regular plan.