NS
Nilesh ShettyFund Manager Since 28 Mar 2011
EquityValue
Quantum Long Term Equity Value Fund Regular Plan Growth Option
3Y Annualised
18.13%
0.55% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.58%
0.55% 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 2 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹1123.23 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
Groww Value Fund Direct Payout of Income Distribution cum Capital Withdrawal
5.90%
2nd
Groww Value Fund Direct Reinvestment of Income Distribution cum Capital Withdrawal
5.90%
3rd
Groww Value Fund Direct Half Yearly Reinvestment of Income Distribution cum Capital Withdrawal
5.90%
4th
Groww Value Fund Direct Half Yearly Payout of Income Distribution cum Capital Withdrawal
5.90%
5th
Groww Value Fund Direct Monthly Reinvestment of Income Distribution cum Capital Withdrawal
5.90%
85th
Quantum Long Term Equity Value Fund Regular Plan Growth Option
3.58%
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 ₹1123.23 Cr worth of assets under management (AUM) as of Fri Apr 25 2025. The latest Net Asset Value (NAV) of Quantum Long Term Equity Value Fund Regular Plan Growth Option as of Thu Apr 24 2025 is ₹121.97. 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 11.81%. Since launch, it has delivered 13.83% 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.
- ICICI Bank Ltd: 8.96%
- HDFC Bank Ltd: 8.88%
- Infosys Ltd: 4.81%
- Bharti Airtel Ltd: 4.30%
- Tata Consultancy Services Ltd: 4.24%
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 |
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FAQs
What is the current NAV of Quantum Long Term Equity Value Fund Regular Plan Growth Option?
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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?
