NAV
₹ 71.6500 ₹ 0.2300 (0.32%)

per unit as on 01/07/2022

Inception Date
Mar 13, 2006
Expense Ratio
1.29%
Asset Size (in Crore)
₹ 844.33 as on 31/05/2022
Minimum Investment
₹ 500

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About The Fund

Quantum has always been a long term believer in the India growth story. Many businesses are gearing up to be a part of that story, and the Quantum Long Term Equity Value Fund (QLTEVF) is dedicated to ensuring that we pick the best companies that can take advantage of this India growth story. An investment in QLTEVF will primarily help investors give their investment an equity exposure with the potential to achieve long-term capital appreciation. Investors looking to park their investments to achieve their long-term financial goals can invest in this fund. Investments in equities have the potential to give high returns with high risk.



5 Reasons to invest in the Quantum Long Term Equity Value Fund

  • 1. Uses a bottoms-up stock selection process to minimize risk.

  • 2. Follows a disciplined research and investment process.

  • 3. Has a low portfolio turnover.

  • 4. Holds cash when stocks are overvalued - no derivatives and no hedging.

  • 5. Has one of the lowest expense ratios in its category.

Fund Managed By
Sorbh Gupta

Sorbh Gupta

Co-Fund Manager, Managing this fund from Dec 2020
Performance details of other funds managed by him
George Thomas

George Thomas

Managing this fund since Apr 2022
  • No. Of Folios
    26,116
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  • Cut-Off Time
    03:00 PM
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  • Benchmark Index
    S&P BSE 500 TRI
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  • Additional Benchmark Index
    S&P BSE 200 TRI
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Fund Dashboard (.xls)
Exit Load

Portfolio

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Product Label

  • Name of the Scheme

    Quantum Long Term Equity Value Fund

    An Open Ended Equity Scheme following a Value Investment Strategy.
    Primary Benchmark: S&P BSE 500 TRI

  • This product is suitable for investors who are seeking*

    • Long term capital appreciation

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

    • Riskometer of scheme

      Investors understand that their principal will be at Very High Risk

    • Tier-1 Benchmark

    • Tier-2 Benchmark

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

The Risk Level of the Scheme in the Risk O Meter is based on the portfolio of the scheme as on March 31, 2021.
The Risk Level of the Benchmark Index in the Risk O Meter is basis it's constituents as on Mar 31, 2022.

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