Quantum Long Term Equity Fund received a five-star rating from ICRA

Posted On Sunday, Apr 01, 2012

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The Quantum Long Term Equity Fund recently received the 5 Star Fund Ranking indicating its performance among the top 4.6% in the 'Open Ended Equity- Dynamic' category among 99 schemes for three year period ending December 31, 2011 at ICRA Mutual Fund Awards 2012.


(Past performance is no guarantee of future results)


With the ICRA ranking, we add another feather in our cap. This probably confirms that the Quantum Long Term Equity Fund and its research and investment team are working in the right direction – towards creating wealth for you. As we accept the ranking, we would like to thank ICRA for considering our fund as 5 Star Ranking fund.


Should Only Ratings and Rankings Matter

Awards and rankings motivate to do better so that your wealth grows - sensibly. But they should not be the only factors to select a mutual fund, unfortunately most investors make the mistake of investing in just an award-winning fund, rather than understanding the philosophy behind the fund that resulted in the award.


What should you consider other than awards and rankings?


Disciplined Research Method:

The markets may be volatile or remain sluggish but a disciplined investment and research process followed the research team can ensure that your savings remain protected.


Risk Adjusted Returns:

The research team should study the company’s philosophy and process, and purchases stocks that have good valuations so that your savings receive risk adjusted returns.


Low Portfolio Churning:

By holding stocks over a longer period, the portfolio churning is reduced. This in turn reduces the pressure on your wallet too.


Performance:

Ensure that the fund you choose has performed well across all market scenarios – the highs and the lows so that your investments remain stable.


We could also show you colorful charts, data and awards. However, these points should ideally suffice if you want to invest in Quantum Long Term Equity Fund. We’d still like to share a few more aspects you should keep in mind.


Become an informed investor and get comfortable with the idea of investing first. Identify with the fund’s objectives and philosophies such that it meets your financial goals. Warm up to the idea of taking risks when you invest your savings. You don’t have to burn your fingers, but to generate good returns you should be ready to take reasonable risks as well.


We want you choose us because you can relate with our philosophy, are confident about our research process and are not afraid to wait 15 to 18 months to receive risk-adjusted returns. If you consider adding Quantum Long Term Equity Fund to your portfolio,

Invest Now!


Ranking Methodology & Disclaimer:
Quantum Long-Term Equity Fund has been ranked as a Five Star Fund in the category of ‘Open Ended Equity Dynamic’ schemes for its 3 year performance ending December 31, 2011. A Five Star ranking indicates that the Fund composite score in the top 4.96% confidence (based on the positioning of a scheme in the category’s normal distribution) interval in the category of ‘ Open Ended Equity Dynamic’ schemes. The rank is an outcome of an objective and comparative analysis against various parameters, including: risk adjusted return, fund size, company concentration, sector concentration and liquidity analysis. The ranking methodology did not take into account loads imposed by the Fund. There were 99 schemes considered in ‘Open Ended Equity Dynamic’ category for the ranking exercise. The ranks assigned by ICRA/ ICRA Online are based on an objective analysis of information obtained from the entities considered as also other sources considered reliable by ICRA/ICRA Online. However, the rank must be construed solely as a statement of opinion and ICRA/ ICRA Online shall not be liable for any losses incurred by anyone from any use of the rank. The rank is neither a certificate of statutory compliance nor any guarantee on the future performance of Quantum Long-Term Equity Fund. Ranking Source & Publisher: ICRA Online Limited


Statutory Details and Risk Factors:
Quantum Long Term Equity Fund:
An open ended equity scheme. Investment Objective: To achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the BSE 200 index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets. Terms of issue: Units of the scheme can be subscribed /redeemed at the applicable NAV on all Business Days. Declaration of NAV on all Business Days. Entry Load: Not Applicable. Exit Load: On repurchase/redemption/switch out within 6 months from the date of allotment- 4%, after 6 months but within 12 months from the date of allotment- 3%, after 12 months but within 18 months from the date of allotment-2%, after 18 months but within 24 months from the date of allotment-1%, after 24 months from the date of allotment-Nil. Risk Factors: All Mutual Funds and securities investments are subject to market risks and there can be no assurance that the Scheme’s objective will be achieved and the NAV of the schemes may go up or down depending upon the factors and forces affecting securities markets. Quantum Long ¬Term Equity Fund is the name of the scheme and does not in any manner indicate either the quality of the Scheme, its future prospects or returns. Investors in the Scheme are not being offered a guaranteed or assured rate of return. Investment in mutual fund units involves investment risks such as trading volumes, settlement risk, liquidity risk, default risk including possible loss of capital. Past performance of the Sponsor / AMC/ Mutual Fund does not indicate the future performance of the Scheme. Please visit – www.quantumamc.com/disclaimer to read scheme specific risk factors.

Above article is authored by Quantum.

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