Quantum: The Value-Adding Investment Solution

Posted On Thursday, Apr 19, 2018


We would like to bring to your notice that our flagship fund has undergone a slight name change. Here’s a quick update on the change that has taken place:

What was the change?
In accordance with the SEBI circular dated October 06, 2017 for Categorization and Rationalization of Mutual Fund Scheme, the change in the name of the Quantum Long Term Equity Fund scheme has been approved by the Board of Directors of Quantum Trustee Company Private Limited. The name of our flagship fund - Quantum Long Term Equity Fund (QLTEF) stands changed to Quantum Long Term Equity Value Fund (QLTEVF). We have welcomed this change as we are and have always been following the value style of investing since our inception in 2006. Our investment philosophy or strategy has not changed since then and will not in the foreseeable future!

Nothing else about the Quantum Long Term Equity Value Fund has changed. The complete transparency we offer, the convenience of Investing Online without any paperwork and of course our:

• Disciplined research and investment process.
• Building a well balanced portfolio – typically 25 to 40 stocks, across sectors.
• Having a low portfolio turnover which helps in keeping the expense ratio low.
• Holding cash when stocks are overvalued – No derivatives and No hedging.

What should you do?
Absolutely nothing! Only the name of the fund has changed and nothing else at all. There are no changes in the fundamental attributes of our flagship fund. Everything else about our fund remains the same. Hence there will be no impact on your returns in any way whatsoever! You can simply continue investing as you have been doing since the beginning, remaining focused on building your long-term wealth with us.☺

Click here to read the Addendum for details.

If you have any questions / queries please write to us at [email protected].

Product Labeling

Name of the Scheme & Primary BenchmarkThis product is suitable for investors who are seeking*Risk-o-meter of Scheme
Quantum Long Term Equity Value Fund

An Open Ended Equity Scheme following a Value Investment Strategy
• Long term capital appreciation

• Invests primarily in equity and equity related securities of companies in S&P BSE 200 index.
Quantum Long Term Equity Value Fund
Investors understand that their principal will be at Moderate 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. Please visit – www.quantumamc.com/disclaimer to read scheme specific risk factors.

Above article is authored by Quantum.

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