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).
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 127.48
NAV (Sep 6)
Last 1Y | 40.2% |
Last 3Y | 18.3% |
Last 5Y | 19.8% |
Last 10Y | 13% |
Since Inception | 14.5% |
6 Month CAGR | 16.9% |
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.
Expense Ratio | 2 |
Launched (0y ago) | 2 |
AUM in Crores | 1200.2 |
ISIN | INF082J01267 |
Lock-in | |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 12.2 |
Beta | 0.9 |
Sharpe Ratio | 1.1 |
YTM |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
Quantum Long Term Equity Value Fund (RIDCW-I) | 12,10,556 | 4,77,944 | 19.8% | |
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.
Others
13.2%HDFC Bank Ltd.
7.3%ICICI Bank Ltd.
5.9%Infosys Ltd.
5.5%State Bank of India
4.2%Financial
33.439504%Technology
15.389451%Automobile
9.821915%Insurance
6.026599%Healthcare
4.708543%Fund Name | Fund Size | |
---|---|---|
₹ 25,617 cr | ||
₹ 23,046 cr | ||
₹ 62,717 cr | ||
₹ 48,805 cr | ||
₹ 17,267 cr |
Quantum Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
6.431% | 7.786% | ||
5.717% | 6.693% | ||
18.285% | 17.335% | ||
18.305% | 14.545% | ||
13.545% | 7.898% |
Quantum Long Term Equity Value Fund (RIDCW-I) is a Equity Equity fund and has delivered an annualised return of 14.545% over a period of 7 years. The fund is managed by Quantum Mutual Fund. The fund manager’s name is [object Object],[object Object].
Nav of Quantum Long Term Equity Value Fund (RIDCW-I) as of 9/6/2024 is ₹127.48 with the total AUM as of 9/7/2024 is ₹1200.160867. With Scripbox you can compare and check the latest nav for all mutual funds in India. Quantum Long Term Equity Value Fund (RIDCW-I) was launched on 2017-04-01. The category risk of the fund is Average.
The minimum SIP amount for Quantum Long Term Equity Value Fund (RIDCW-I) 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 (RIDCW-I) 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 BSE 500 Total Return Index.
Quantum Long Term Equity Value Fund (RIDCW-I) is rated as a 1 fund in Equity and delivered 40.19% 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 (RIDCW-I).
What is Quantum Long Term Equity Value Fund (RIDCW-I)?
How to invest in Quantum Long Term Equity Value Fund (RIDCW-I)?
You can invest in Quantum Long Term Equity Value Fund (RIDCW-I) 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 (RIDCW-I)?
The minimum sip amount for Quantum Long Term Equity Value Fund (RIDCW-I) is ₹1000. You can invest in multiples of ₹5000.
Is Quantum Long Term Equity Value Fund (RIDCW-I) good to invest in?
As per Scripbox experts, Quantum Long Term Equity Value Fund (RIDCW-I) is a 1 fund. You can investQuantum Long Term Equity Value Fund (RIDCW-I) 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 (RIDCW-I)?
The expense ratio of the Quantum Long Term Equity Value Fund (RIDCW-I) is 2% for regular plan.