Quantum Long Term Equity Value Fund - Regular Plan Dividend Option

Fund Returns

NAV Rs. 48.59 0.27 %
(as on Aug. 13, 2020)
1 yr Return -6.52 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 48.59 0.27 %
(as on Aug. 13, 2020)
-6.52 % N/A N/A

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date April 1, 2017
Fund Size Rs. 680.56 cr.
Category Equity | Multi - Cap
Fund Manager Atul Kumar
AMC Quantum Asset Management Company Private Limited
Fund Benchmark S&P BSE Sensex
Risk Profile Aggressive
Risk Rating 8 / 10

Investment Information

Min. Investment Rs. 500.00
Min. Investment SIP Rs. 500.00
Expense Ratio 1.79 %
Exit load Nil upto 10% of units on or before 730D, For remaining units 2% on or before 365D and 1% after 365D but before 730D, Nil after 730D

Investment Objective

To achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the bse 200 and are in a position to benefit from the anticipated growth and development of the indian economy and its markets

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 9.29 21.23 -7.57 -6.52 - -
Rank Within Category 157 155 None 136 None None

AMC Contact Information

AMC Quantum Asset Management Company Private Limited
Address 7th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
Email CustomerCare@QuantumAMC.com
Website https://quantumamc.com/default.html

Scheme Details

Launch Date April 1, 2017 Fund Size Rs. 680.56 cr.
Category Equity | Multi - Cap Fund Manager Atul Kumar
AMC Quantum Asset Management Company Private Limited Fund Benchmark S&P BSE Sensex
Risk Profile Aggressive Risk Rating 8 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 500.00 Rs. 500.00 1.79 % Nil upto 10% of units on or before 730D, For remaining units 2% on or before 365D and 1% after 365D but before 730D, Nil after 730D

Investment Objective

To achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the bse 200 and are in a position to benefit from the anticipated growth and development of the indian economy and its markets

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 9.29 21.23 -7.57 -6.52 - -
Rank Within Category 157 155 None 136 None None

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
Quantum Long Term Equity Value Fund - Regular Plan Dividend Option -6.52 - - 680.56
Franklin India Index Fund- Nifty Plan - Growth Plan 2.07 4.76 5.79 311.15

AMC Contact Information

AMC Quantum Asset Management Company Private Limited
Address 7th Floor, Hoechst House, Nariman Point, Mumbai - 400 021
Email CustomerCare@QuantumAMC.com
Website https://quantumamc.com/default.html