Quantum Asset Management Company Private Limited

Quantum Long Term Equity Value Fund - Regular Plan Growth Option

EquityMulti - Cap
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return15%
  • 3 yr return23.8%
  • 5 yr return9.4%
  • Expense Ratio1.79%
  • Lock-in Period--
  • Exit Load2%
  • Fund Size (Cr)Rupees848.6
  • NAVRupees82.9

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • Housing Development Finance Corporation Ltd* 8.4
  • ICICI Bank Ltd* 7
  • HDFC Bank Ltd* 6.3
  • TREPS 5
  • State Bank of India* 4.9
  • Infosys Ltd* 4.7
  • Mahindra & Mahindra Ltd* 4.7
  • Bajaj Auto Ltd* 4.2
  • Eicher Motors Ltd* 4.2
  • Wipro Ltd* 4
  • Bharti Airtel Ltd* 3.6
  • Sectors %
  • Banks20.2
  • Automobiles18.1
  • Internet and Technology15.7
  • Finance13.6
  • Cash/Deposits/Margins/Treps/Repo/Swaps4.8

Fund House