Exploring the Shared Principles of Classrooms and Markets

Posted On Tuesday, Sep 05, 2023


From imparting knowledge, instilling good values and guiding you towards the right path, a teacher's contribution to one’s life is unmatched. Teachers aim to build values that serve students throughout their lives, building a sound character that extends into adulthood. Similarly, you need a fund that helps give direction to your investments & builds a robust portfolio to withstand periods of market turbulence.

Explore some parallels between teachers who impart good values and value investing that adds value to your investments:

Build a Strong Foundation

Teachers lay the foundation for good values and keep us grounded during times of challenges by imparting principles such as honesty, integrity, empathy, and responsibility, which serve as the basis for ethical decision-making, Similarly, when it comes to your equity investments with mutual funds, you need a fund grounded in fundamental principles that emphasize long-term growth, disciplined decision-making, risk management, and the importance of selecting stocks discounted to its intrinsic value.

As compared with other equity investments, Quantum Long Term Equity Value Fund (Long Term Value with ‘Values’) falls at the lower end of the risk-reward spectrum, acting as an anchor to your equity portfolio, delivering commensurate returns for the risk it takes.

A lumpsum investment of Rs. 10,000 since inception in this fund (Mar 13, 2006) would have grown to Rs. 90,800 as of Aug 31, 2023 with a return of 13.45% CAGR versus its Tier-1 benchmark S&P BSE 500 TRI (12.47%), Tier-2 S&P BSE 200 TRI (12.50%) and Sensex TRI (12.32%)**.

Stay Focused 

Teachers encourage us to not give up and persevere towards achieving life goals rather than seeking instant gratification. Similarly, investing with a value strategy needs discipline & patience to overcome short-term temptations to achieve financial goals in the long run.

Integrity is Key

Teachers go beyond academics and help us to build character and make wise decisions to steer clear of bad company or wrong ideals. Similarly, Quantum Long Term Equity Value Fund aka value with values goes a step beyond - not only does it help add value for your investments by adding a portfolio of stocks that are at a discounted rate to its intrinsic value, but it also selects companies with good 'values'. These are companies that pass the Quantum Governance and Integrity filter.

Integrity as an underlying principle is followed in all our investments since inception right from 1994 at the Group level. We would rather miss a short-term opportunity than put your investments at risks with a company with poor Governance standards.

Playing Long Term

Both value investing and teaching good values emphasize a long-term perspective. The values teachers impart principles that stay with us for life, helping us give direction when faced with conflicting decisions. With respect to Quantum Long Term Equity Value Fund, we have stayed true to the mandate and invest in a portfolio of quality stocks. The fund has a low portfolio churn signalling that we have strong conviction for the stocks we hold, Our average holding period is ~5-6 years, indicating a long term perspective that helps provide risk adjusted performance during times of uncertainty.


  • A true-to-label fund with 17-year track record
  • Safeguards your equity portfolio as it helps reduce downside risks
  • Low portfolio churn - holds stocks for longer
  • Bottom-up stock selection to identify companies with strong fundamentals

Just like imbibing values require consistency and patience to reinforce it in positive behaviours and attitudes, Value investing also requires you to tune out the market noise and exhibit patience and discipline to weather market fluctuations to allow investments to appreciate over time. Keep your equity investments moral compass intact with a Quantum Long Term Equity Value Fund.

Explore the 12|20:80 Asset Allocation calculator to see how Value fits within your diversified equity portfolio.

**The above performance to be read in conjunction with the complete fund performance below.

Performance of the SchemeDirect Plan
Quantum Long Term Equity Value Fund - Direct Plan - Growth Option
 Current Value ₹10,000 Invested at the beginning of a given period
PeriodScheme Returns (%)Tier 1 - Benchmark # Returns (%)Tier 2 - Benchmark ## Returns (%)Additional Benchmark ### Returns (%)Scheme Returns(₹)Tier 1 - Benchmark # Returns (Rs.)Tier 2 - Benchmark ## Returns (Rs.)Additional Benchmark ### Returns (Rs.)
Since Inception (13th Mar 2006)13.45%12.47%12.50%12.32%90,80078,01078,35076,256
August 30, 2013 to August 31, 2023 (10 years)14.67%16.42%16.06%14.75%39,35845,79944,40939,643
August 31, 2016 to August 31, 2023 (7 years)10.26%13.84%13.65%13.85%19,81224,78624,49524,806
August 31, 2018 to August 31, 2023 (5 years)10.25%12.55%12.28%12.24%16,29018,06717,85317,823
August 31, 2020 to August 31, 2023 (3 years)22.69%23.31%22.23%20.30%18,46718,74918,26017,410
August 30, 2022 to August 31, 2023 (1 year)13.82%11.31%9.54%10.31%11,38611,13410,95611,034

Data as on Aug 31, 2023.
# S&P BSE 500 TRI ## S&P BSE 200 TRI ### S&P BSE Sensex TRI. Past performance may or may not be sustained in the future.
Load is not taken into consideration in Scheme returns calculation.
Different Plans shall have a different expense structure. Returns are net of total expenses and are calculated on the basis of Compounded Annualized Growth Rate (CAGR).
#with effect from December 01, 2021 Tier I benchmark has been updated as S&P BSE 500 TRI.
As TRI data is not available since inception of the scheme, benchmark performance is calculated using composite CAGR S&P BSE 500 index PRI Value from March 13, 2006 to July 31, 2006 and TRI Value since August 1, 2006. ##TRI data is not available since inception of the scheme, Tier II benchmark performance is calculated using composite CAGR S&P BSE 200 index PRI Value from March 13, 2006 to July 31, 2006 and TRI Value since August 1, 2006.
The Scheme is co-managed by Mr. George Thomas & Mr. Christy Mathai. Mr. George Thomas is the Fund Manager managing the scheme since April 1, 2022. Mr. Christy Mathai is the Fund Manager managing the scheme since November 23, 2022. For other Schemes Managed by Mr. George Thomas & Mr. Christy Mathai please click here

Product Labeling
Name of the SchemeThis product is suitable for investors who are seeking*Riskometer of schemeRiskometer of Tier I BenchmarkRiskometer of Tier II Benchmark

Quantum Long Term Equity Value Fund

An Open Ended Equity Scheme following a Value Investment Strategy.

Primary Benchmark: S&P BSE 500 TRI

• Long term capital appreciation

• Invests primarily in equity and equity related securities of companies in S&P BSE 200 index

Investors understand that their principal will be at Very High Risk

*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Disclaimer, Statutory Details & Risk Factors:

The views expressed here in this article / video are for general information and reading purpose only and do not constitute any guidelines and recommendations on any course of action to be followed by the reader. Quantum AMC / Quantum Mutual Fund is not guaranteeing / offering / communicating any indicative yield on investments made in the scheme(s). The views are not meant to serve as a professional guide / investment advice / intended to be an offer or solicitation for the purchase or sale of any financial product or instrument or mutual fund units for the reader. The article has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate and views given are fair and reasonable as on date. Readers of this article should rely on information/data arising out of their own investigations and advised to seek independent professional advice and arrive at an informed decision before making any investments.

Mutual fund investments are subject to market risks read all scheme related documents carefully.

Above article is authored by Quantum.

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