CASPeR Ranking #78
Quantum Long Term Equity Value Fund Direct Growth
NAV (Fri Dec 20 2024)
₹128
Returns (Since Inception)
20.34%
Category Average
21.57%
Rating
3
Allocation and Holdings
Asset class
Weightage
Financial Services
22.29%
Technology
12.77%
Communication Services
4.10%
Consumer Cyclical
6.88%
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4.5Overall rating
Scheme Information
Fund name
Quantum Long Term Equity Value Fund Direct Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹1189.36 Cr
ISIN
INF082J01036
Inception Date
Mar 13 2006
Standard Deviation
12.005
Beta
0.85
Sharpe Ratio
1.103
Benchmark
S&P BSE 500 India TR INR
Expense Ratio
1.100%
Exit Load
2%: If redeemed or switched out on or before 365 days from the date of allotment ii. 1%: If redeemed or switched out after 365 days but on or before 730 days from the date of allotment NIL: If units redeemed or switched out after 730 days from the date of allotment
Risk
Very High Risk
Investment Objective
The investment objective of the Scheme is to achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the S&P BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.
Fund Managers
Nilesh Shetty
Sorbh Gupta
About the AMC
Quantum Asset Management Co Pvt. Ltd.
Phone Number
+91 22 61447800Email Address
customercare@QuantumAMC.comCorporate Office Address
Quantum Asset Management Company Private Limited,505, Regent Chambers,,5th Floor, Nariman Point,Overall AUM
₹1189.36 Cr
Website
www.QuantumAMC.com
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