Quantum Long Term Equity Value Fund Direct Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 13 March, 2006. The fund is managed by . The fund could potentially beat inflation in the long-run.
Expense ratio | 1.1% |
Benchmark | S&P BSE 500 India TR INR |
AUM | ₹1052 Cr |
Inception Date | 13 March, 2006 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 0% |
Lock In | No Lock-in |
TurnOver | 18.06% |
Size breakup
Quantum Long Term Equity Value Fund Direct Reinvestment Inc Dist cum Cap Wdrl | Absolute Returns | CAGR Returns |
1 Month Returns | 3.1% | 3.1% |
6 Month Returns | 23.09% | 23.09% |
1 Year Returns | 42.7% | 42.7% |
3 Years Returns | 71.43% | 19.68% |
5 Years Returns | 102.01% | 15.1% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Quantum Long Term Equity Value Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 2.25 | 0.76 | -1.95 |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Quantum Long Term Equity Value Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 0.96 | 0.86 | 0.95 |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Quantum Long Term Equity Value Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 2.81 | 1.03 | 0.56 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Quantum Long Term Equity Value Fund Direct Reinvestment Inc Dist cum Cap Wdrl | 10.34 | 11.89 | 18.58 |