Overview (as on 04 Aug 2021)

NAV

₹75.54

1y returns

59.468%

Fund AUM

₹892 Cr

Expense Ratio

1.29%

Min SIP

₹500

Min Lumpsum

₹500

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0
Pre-Tax
Post-Tax
₹0
-Infinity% projected returns
₹0
-Infinity% projected returns

Asset Allocation

Sector Allocation
Financial Services
32.25%
Tech
17.30%
Consumer
16.48%
Basic Materials
11.67%
Utilities
10.96%
Health
6.51%
Industrials
2.84%
Energy
1.99%
Size Breakup
Large Cap
78.90%
Mid Cap
21.10%

Key Metrics

Beta 

0.92

Std deviation 

17.94%

Sharpe Ratio 

0.37

Holdings

Fund Details

Investment Objectives
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.
Scheme Name
Quantum Long Term Equity Value Fund Direct Growth
Scheme Document
Exit Load

For 0 - 365 Days: 2%

For 365 - 730 Days: 1%

After 730 Days : 0%

Plan Started
13 March, 2006
Fund Manager
Atul Kumar
Fund House Details
Fund House
Quantum Asset Management Co Pvt. Ltd.
Email
info@quantumamc.com
Phone
+912222854318
Address
Quantum Asset Management Company Private Limited,505, Regent Chambers,,5th Floor, Nariman Point,

Other Related Plans

Peer Funds

Quantum Long Term Equity Value Fund Direct Growth

NAV

₹75.54

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Performance efficiency
    error

    Fund is in Bottom 50 percent in its Category

    Risk score is based upon:

    Return volatility
    Risk management
    Market sensitivity

Fund Managers

Atul Kumar
Atul Kumar

leader

Qualifications
B Com., PGDBM
Work Experience
"October 2005 to Till date Quantum Asset Management Company Private Limited September 2005 to October 2005 Analyst - Equity - Quantum Advisors Private Limited January 2005 to August 2005 Analyst - Equity - Sahara Asset Management Company Private Limited November 2003 to January 2005 Analyst - K R Choksey Shares & Securities Private Limited May 2001 to September 2003 Consultant - Astute Consulting Private Limited June 1999 to April 2001 Management Consulting - M/s. S. B. Billimoria & Co"
Sandeep Tandon
Sandeep Tandon

manager

Work Experience
"null"
Nilesh Shetty
Nilesh Shetty

leader

Qualifications
MMS. CFA
Work Experience
"Collectively over 7 years of experience in research area. He has been with Quantum Asset Management Company Pvt. Ltd. as Senior Manager- Research since December, 2009. Prior to joining Quantum he was associated with Edelweiss Securities Ltd. and prior to that with Pranav Securities Pvt. Ltd."
Sorbh Gupta
Sorbh Gupta

manager

Work Experience
"null"

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