Quantum Long Term Equity Value Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 40.59 | 17.46 | 13.89 | 11.96 |
Average Rolling Returns(%) | 14.42 | 13.31 | 11.87 | 13.23 |
The Current NAV of Quantum Long Term Equity Value Fund - Regular Plan - Growth is ₹108.84.
You should look for a fund with better more consistent performance track record. Funds returns likely to be fairly different than its benchmark NIFTY 50 , as Funds portfolio is somewhat different.
Quantum Long Term Equity Value Fund - Regular Plan - Growth fund’s expense ratio is 2.00%
The process for redemption is
The AUM of Quantum Long Term Equity Value Fund - Regular Plan - Growth is currently ₹1,052 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and SBI and account for 18% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 45% of fund’s portfolio respectively.
Top three sectors of Quantum Long Term Equity Value Fund - Regular Plan - Growth fund are BFSI, Auto and IT accounting for 68% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Value Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Quantum Long Term Equity Value Fund - Regular Plan - Growth Fund is Equity - Value Fund.
George Thomas and Christy Mathai manage the Quantum Long Term Equity Value Fund - Regular Plan - Growth Fund.
Quantum Long Term Equity Value Fund - Regular Plan - Growth current PE ratio is 29.55 and PB ratio is 4.55
The asset allocation of Quantum Long Term Equity Value Fund - Regular Plan - Growth is Stocks : 91.99%, Debt : 7.98% and Gold : 0%
The minimum SIP amount for Quantum Long Term Equity Value Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹500.00
The exit load for Quantum Long Term Equity Value Fund - Regular Plan - Growth is Nil upto 10% of units on or before 730 days, For remaining units 2% on or before 365 days and 1% after 365 days but before 730 days, Nil after 730 days