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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹131.3100 -1.02%
As on 06-Sep-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Quantum Long Term Equity Value Fund - Direct Plan
|
|
|
Very High
|
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1.10 |
|
 |
|
Very High
|
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0.99 |
||
|
|
Very High
|
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0.59 |
||
 |
|
Very High
|
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0.77 |
||
|
|
Very High
|
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0.56 |
₹1,200 Cr
2.00 (365)
500
500
500
12
Investment Strategy
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.
Suitability
"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
This fund follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes is their true worth.
Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other value-oriented fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Dividend Taxation
Quantum Long Term Equity Value Fund - Direct Plan follows a value/contrarian style of investing, which endeavours to find stocks that are priced significantly lower than what the fund management team believes their true worth is.
Mutual funds can be bought directly from the website of the fund house. For instance, Quantum Long Term Equity Value Fund - Direct Plan fund can be purchased from the website of Quantum Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Quantum Long Term Equity Value Fund - Direct Plan is ₹131.3100 as of 08-Sep-2024.
The AUM of Quantum Long Term Equity Value Fund - Direct Plan Fund is ₹1,200 Cr as of 31-Jul-2024
The riskometer level of Quantum Long Term Equity Value Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
7.34
|
|
|
5.88
|
|
|
5.45
|
|
|
4.24
|
|
|
4.19
|
As of 31-Jul-2024, Quantum Long Term Equity Value Fund - Direct Plan had invested 86.62% in Equity, 13.23% in Debt and 0.15% in Cash & Cash Eq. See More
Quantum Long Term Equity Value Fund - Direct Plan is 18 years 6 months old. It has delivered 14.94% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
41.45%
|
19.07%
|
20.52%
|
14.59%
|
13.47%
|
14.94%
|
No, There is no lock in period in Quantum Long Term Equity Value Fund - Direct Plan.
The expense ratio of Quantum Long Term Equity Value Fund - Direct Plan is 1.10.
Mutual Funds 
Quantum Quantum Long Term Equity Value Fund - Direct Plan
