Home Quantum Mutual FundQuantum Long Term Equity Value Fund - Regular Plan Idcw Reinvestment Option
Equity Profit from Special Opportunities
Value Fund
Category Rank
Quantum Long Term Equity Value Fund - Regular Plan Idcw Reinvestment Option
Rating
  • The Size of fund is relatively small which implies lower focus and higher expenses.
  • The fund has a very high portfolio turnover which implies high churn and does not let the power of compounding set in
  • It holds a large number of poor quality high risk stocks
Fund
Fund sahi hai
Time to Invest
Quantum Long Term Equity Value Fund - Regular Plan Idcw Reinvestment Option
NAV
91.09
 (29/09/2023)
L 52Wk H
74.82
93.27
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Quantum Long Term Equity Value Fund - Regular Plan Idcw Reinvestment Option

Equity
Value Fund
Profit from Special Opportunities
Rank Quantum Long Term Equity Value Fund - Regular Plan Idcw Reinvestment Option
Fund
Fund sahi hai
NAV
91.09
 (29/09/2023)
Time to Invest
Quantum Long Term Equity Value Fund - Regular Plan Idcw Reinvestment Option
Rating
  • The Size of fund is relatively small which implies lower focus and higher expenses.
  • The fund has a very high portfolio turnover which implies high churn and does not let the power of compounding set in
  • It holds a large number of poor quality high risk stocks
L 52Wk H
74.82
93.27
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Investment Objective

To achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets. .

Category
  • Equity - Value Fund
Benchmark
  • S&P BSE 500 - TRI
Returns
Absolute
1M
2.25%
3M
7.27%
6M
20.63%
Annualised
1Y
21.16%
3Y
23.24%
5Y
11.11%
Historical NAV
NAV for scheme Quantum Long Term Equity Value Fund - Regular Plan IDCW is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Quantum Long Term Equity Value Fund - Regular Plan Idcw Reinvestment Option

AUM

907.27 Cr
Quantum Long Term Equity Value Fund - Regular Plan Idcw Reinvestment Option AUM is 78% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - Nil upto 10% of units on or before 730D For remaining units 2% on or before 365D and 1% after 365D but before 730D Nil after 730D
Lock In Period - NIL

Expense Ratio

2%

Turnover Ratio

14.82%

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