per unit as on 30/01/2023

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 bottom-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
Christy Mathai

Christy Mathai

Managing this fund since November 2022
George Thomas

George Thomas

Managing this fund since Apr 2022
  • No. Of Folios
  • Cut-Off Time
    03:00 PM
  • Benchmark Index
    S&P BSE 500 TRI
  • Additional Benchmark Index
    S&P BSE 200 TRI


How To Invest

Invest Online in 3 simple steps. Click here to Get Started and plan your Asset Allocation!

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 Dec 31, 2022

The Risk Level of the Benchmark Index in the Risk O Meter is basis it's constituents as on Dec 31, 2022

Get In Touch

Take small steps to achieve big dreams! Start your investment journey today!

@@[email protected]@