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CASPeR Ranking #86
Quantum Long Term Equity Value Fund Direct Growth
NAV (Fri Sep 06 2024)
₹131
Returns (Since Inception)
19.09%
Category Average
22.11%
Rating
1
Allocation and Holdings
Asset class
Weightage
Financial Services
24.78%
Technology
8.92%
Communication Services
4.19%
Consumer Cyclical
7.56%
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Overall rating
Scheme Information
Fund name
Quantum Long Term Equity Value Fund Direct Growth
Minimum SIP
500
Risk Level
Very High Risk
AUM
₹1200.16 Cr
ISIN
INF082J01036
Inception Date
Mar 13 2006
Standard Deviation
12.119
Beta
0.89
Sharpe Ratio
1.103
Benchmark
S&P BSE 500 India TR INR
Expense Ratio
0.870%
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
₹1200.16 Cr
Website
www.QuantumAMC.comPopular Equity funds
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frequently asked questions
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What is the current NAV of Quantum Long Term Equity Value Fund Direct Growth?
The NAV of Quantum Long Term Equity Value Fund Direct Growth is ₹131 as of Fri Sep 06 2024.
Net asset value, or NAV for short, is a mutual fund's cost per unit. Consider it the share price of a stock, but one that represents the total worth of all the investments made by the fund. This value affects how much you pay to invest or receive when redeeming units, and it changes every day based on changes in the market. Gaining insight into NAV enables you to evaluate a fund's performance and make wise investment choices.
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Who is the fund manager of Quantum Long Term Equity Value Fund Direct Growth?
Nilesh Shetty is the current fund manager of Quantum Long Term Equity Value Fund Direct Growth as on Sat Sep 07 2024. A fund manager's performance history, investment style and strategy, approach to risk management, tenure and experience, fees and charges, and alignment with investor goals all have an impact on the fund performance.
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What is the expense ratio of Quantum Long Term Equity Value Fund Direct Growth?
The Expense Ratio of Quantum Long Term Equity Value Fund Direct Growth is 87.00% as of Sat Sep 07 2024 which means if you earn ₹50,000 worth returns on an investment in this fund then 87.00% of those returns will be retained by the AMC.
The annual fees you pay the mutual fund firm to manage your investments in that fund are known as the Expense Ratio. The Expense Ratio is deducted from the returns that the fund generates and expressed as a percentage of Assets Under Management (AUM).
Because a smaller portion of the gains will be retained, a fund with a lower expense ratio is always preferable because it will result in larger returns for you.
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What is the minimum SIP amount of Quantum Long Term Equity Value Fund Direct Growth?
The minimum Systematic Investment Plan (SIP) amount required for Quantum Long Term Equity Value Fund Direct Growth is ₹500. A Systematic Investment Plan (SIP) is an investment approach in mutual funds where an investor selects a mutual fund scheme and invests a fixed amount at regular intervals. The SIP investment strategy involves investing a small amount consistently over time, as opposed to investing a large sum in a single instance. This method aims to potentially yield higher returns over the long term by leveraging the benefits of rupee cost averaging and compounding.
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What is the minimum lump sum amount required to invest in Quantum Long Term Equity Value Fund Direct Growth?
To initiate a lump sum investment in Quantum Long Term Equity Value Fund Direct Growth, a minimum initial amount of ₹500 is necessary. This means that to participate in this investment option, investors must commit a starting sum of at least INR 5000. A lumpsum investment is a common approach to investing money in financial instruments such as mutual funds. This method involves investing a substantial sum of money in a financial instrument in a single transaction, as opposed to making multiple smaller payments over time.
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What is risk category of the Quantum Long Term Equity Value Fund Direct Growth?
In accordance with SEBI regulations, mutual funds are required to disclose the risk associated with investing, categorized into five levels: (a) Low: Low risk to principal, (b) Moderately Low: Moderately low risk to principal, (c) Moderate: Moderate risk to principal, (d) Moderately High: Moderately high risk to principal, (e) High: High risk to principal. The risk category of Quantum Long Term Equity Value Fund Direct Growth is classified as Very High Risk.
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What is the category of Quantum Long Term Equity Value Fund Direct Growth?
The category of the Quantum Long Term Equity Value Fund Direct Growth is Equity.
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