What is Value Investing?
Value investing is an investment strategy that involves buying stocks that are trading below their intrinsic value. Value investing aim to find hidden gems of the market by carefully analysing financial metrics, fundamental factors, and market trends to offer potential for long-term growth.
Value vs Growth
Invest in a True-to-Label Value Fund
Safeguard your portfolio with Quantum Long Term Equity Value Fund, a sensibly valued investment option. As a true-to-label value fund since 2006, it is well-positioned to benefit from broad-based economic revival. Moreover, it has demonstrated resilience in weathering market downturns. Invest with confidence in a fund that combines stability, growth, and a long-term perspective. Safeguard your investments with Quantum Long Term Equity Value Fund today.
#TimeforValue
A time-tested strategy
with 17-year track record
Safeguards your equity portfolio as it helps reduce downside risks
Low portfolio churn –
holds stocks for longer
Quantum Mutual Fund is India's first direct-to-investor Mutual Fund that offers simple and easy-to-understand investment products for thoughtful investors.
Investor First
We always put your needs first instead of chasing bottom lines. We are “Asset Managers” not “Asset Gatherers”.
Simple Investment Solutions
We endeavour to cut through clutter to offer you simple solutions and a one-stop-shop for all your investment needs.
Walk the Talk
We say as we do and do as we say, the cornerstone being integrity and transparency.
Changemakers
We have a series of firsts when it comes to leading and delivering on industry better practices.
| Performance of the Scheme | Direct Plan | |||||||
| Quantum Long Term Equity Value Fund - Growth Option | ||||||||
| Current Value ?10,000 Invested at the beginning of a given period | ||||||||
| Period | Scheme Returns (%) | Tier 1 - Benchmark# Returns (%) | Tier 2 - Benchmark## Returns (%) | Additional Benchmark Returns (%)## | Scheme Returns () | Tier 1 - Benchmark# Returns () | Tier 2 - Benchmark## Returns () | Additional Benchmark Returns () ## |
| Since Inception (13th Mar 2006) | 13.45% | 12.47% | 12.50% | 12.32% | 90,800 | 78,010 | 78,350 | 76,256 |
| Aug 30, 2013 to Aug 31, 2023 (10 years) | 14.67% | 16.42% | 16.06% | 14.75% | 39,358 | 45,799 | 44,409 | 39,643 |
| Aug 30, 2016 to Aug 31 2023 (7 years) | 10.26% | 13.84% | 13.65% | 13.85% | 19,812 | 24,786 | 24,495 | 24,806 |
| Aug 30, 2018 to Aug 31, 2023 (5 years) | 10.25% | 12.55% | 12.28% | 12.25% | 16,290 | 18,067 | 17,853 | 17,823 |
| Aug 30, 2020 to Aug 31, 2023 (3 years) | 22.69% | 23.31% | 22.23% | 20.30% | 18,467 | 18,749 | 18,260 | 17,410 |
| Aug 30, 2022 to Aug 31, 2023 (1 year) | 13.82% | 11.31% | 11.25% | 11.74% | 11,386 | 11,134 | 11,128 | 11,177 |
#S&P BSE 500 TRI, ##S&P BSE 200 TRI, ###S&P BSE Sensex.
Data as of August 31, 2023.
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 1 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 George Thomas and Christy Mathai. Click here for performance details of other funds managed by them.
| Name of the Scheme | This product is suitable for Investors who are seeking* | Risk-o-meter of Scheme | Risk-o-meter of Tier 1 - Benchmark | Risk-o-meter of Tier 2 - 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.
Thank you for your interest in Quantum Mutual Fund!
Our representative would get in touch with you from 022- 68293867. Alternatively, you can take the discussion forward with us by resuming online or calling us at +91 81049 60348.