NS
Nilesh ShettyFund Manager Since 28 Mar 2011
EquityValue
Quantum Long Term Equity Value Fund Regular Plan Growth Option
3Y Annualised
16.49%
-0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.92%
-0.01% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 6 months
NIFTY 50
6 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹1079.72 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹500
Exit load
0.02%
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 Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Nifty200 Value 30 ETF
12.52%
2nd
Axis Nifty500 Value 50 Index Fund Direct Growth
10.71%
3rd
Axis Nifty500 Value 50 Index Fund Regular Growth
10.62%
4th
Aditya Birla Sun Life Pure Value Fund Direct Plan Reinvestment Inc Dist cum Cap Wdrl
9.26%
5th
Aditya Birla Sun Life Pure Value Fund Direct Plan Payout Inc Dist cum Cap Wdrl
9.26%
122nd
Quantum Long Term Equity Value Fund Regular Plan Growth Option
3.92%
Fund Managers
SG
Sorbh GuptaFund Manager Since 1 Dec 2020
About Quantum Long Term Equity Value Fund Regular Plan Growth Option
Quantum Long Term Equity Value Fund Regular Plan Growth Option is a Equity mutual fund scheme from Quantum Asset Management Co Pvt. Ltd.. This fund has been in existence for 19 years, having been launched on 2006-03-13. Quantum Long Term Equity Value Fund Regular Plan Growth Option has ₹1079.72 Cr worth of assets under management (AUM) as of Wed Apr 02 2025. The latest Net Asset Value (NAV) of Quantum Long Term Equity Value Fund Regular Plan Growth Option as of Tue Apr 01 2025 is ₹117.11. The fund has an expense ratio of 2%, which is medium comparable to most other Equity funds.
Quantum Long Term Equity Value Fund Regular Plan Growth Option returns for the last 1 year are 10.57%. Since launch, it has delivered 13.67% average annual returns.
The Quantum Long Term Equity Value Fund Regular Plan Growth Option has the majority of its money invested in Financial Services, Technology, Communication Services, Consumer Cyclical sectors.
Top 5 Holdings of Quantum Long Term Equity Value Fund Regular Plan Growth Option.
- HDFC Bank Ltd: 8.75%
- ICICI Bank Ltd: 6.48%
- Infosys Ltd: 5.37%
- Bharti Airtel Ltd: 4.35%
- Wipro Ltd: 4.10%
AMC Information
| Name | Quantum Asset Management Co Pvt. Ltd. |
|---|---|
| Founding Date | 2006-03-13 |
| customercare@QuantumAMC.com | |
| Phone | +91 22 61447800 |
| Website | www.QuantumAMC.com |
| Address | Quantum Asset Management Company Private Limited,505, Regent Chambers,,5th Floor, Nariman Point, |
Tax Implications of Quantum Long Term Equity Value Fund Regular Plan Growth Option
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Quantum Asset Management Co Pvt. Ltd.
Quantum Multi Asset Fund of Funds - Direct Growth
AllocationFund of Funds
3Y CAGR
11.33%
expense ratio
0.10%
fund size
₹59.15 Cr
3Y CAGR
17.34%
expense ratio
1.10%
fund size
₹1079.72 Cr
Quantum Liquid Fund Direct Growth
Money MarketLiquid
3Y CAGR
6.51%
expense ratio
0.16%
fund size
₹561.83 Cr
Quantum Dynamic Bond Fund Direct Growth Option
Fixed IncomeDynamic Bond
3Y CAGR
7.98%
expense ratio
0.51%
fund size
₹133.56 Cr
Quantum Equity FoF Direct Growth
AllocationFund of Funds
3Y CAGR
13.92%
expense ratio
0.51%
fund size
₹113.16 Cr
FAQs
What is the current NAV of Quantum Long Term Equity Value Fund Regular Plan Growth Option?
What are the average returns of Quantum Long Term Equity Value Fund Regular Plan Growth Option?
How do I invest in Quantum Long Term Equity Value Fund Regular Plan Growth Option?
What is the expense ratio of Quantum Long Term Equity Value Fund Regular Plan Growth Option?
What are net assets under management (AUM) of Quantum Long Term Equity Value Fund Regular Plan Growth Option?
What is the PE and PB ratio of Quantum Long Term Equity Value Fund Regular Plan Growth Option?
What are the top 5 holdings of Quantum Long Term Equity Value Fund Regular Plan Growth Option?
What are the top 3 sectors that Quantum Long Term Equity Value Fund Regular Plan Growth Option has invested in?
Who is the manager of Quantum Long Term Equity Value Fund Regular Plan Growth Option?
What is the exit load of Quantum Long Term Equity Value Fund Regular Plan Growth Option?
How to Redeem Quantum Long Term Equity Value Fund Regular Plan Growth Option?
Can I invest in SIP and a Lump Sum of Quantum Long Term Equity Value Fund Regular Plan Growth Option?
