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Value Research Rating
As on 26-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
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
|
Please wait... |
1.10 |
|
 |
|
Very High
|
Please wait... |
1.11 |
||
|
|
Very High
|
Please wait... |
0.78 |
||
 |
|
Very High
|
Please wait... |
0.72 |
||
|
|
Very High
|
Please wait... |
0.70 |
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 ₹93.0800 as of 27-Sep-2023.
The AUM of Quantum Long Term Equity Value Fund - Direct Plan Fund is ₹907 Cr as of 31-Aug-2023
The riskometer level of Quantum Long Term Equity Value Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
9.19
|
|
|
6.35
|
|
|
5.20
|
|
|
4.32
|
|
|
4.29
|
As of 31-Aug-2023, Quantum Long Term Equity Value Fund - Direct Plan had invested 94.51% in Equity, 4.76% in Debt and 0.73% in Cash & Cash Eq. See More
Quantum Long Term Equity Value Fund - Direct Plan is 17 years 6 months old. It has delivered 13.55% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
21.17%
|
24.61%
|
11.50%
|
10.74%
|
14.19%
|
13.55%
|
The minimum SIP amount of Quantum Long Term Equity Value Fund - Direct Plan is ₹500.
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%.
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