Quantum Long Term Equity Value Fund Regular Plan Growth Option
Medium
Risk
Equity
Other
+
17.77
%
17.77
%
3Y annualised
+
0.30
%
0.30
%
1D
1M
6M
1Y
3Y
All
Fund size
1030
NAV:
Mar 7, 2024
108.72
Sector
Tech
Type
Equity
Launched
Mar 2006
Min Investment
500
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
HDFC Bank Ltd
7.53
%
ICICI Bank Ltd
5.9
%
Infosys Ltd
4.94
%
Eicher Motors Ltd
4.28
%
State Bank of India
4.12
%
Bharti Airtel Ltd
3.93
%
Wipro Ltd
3.79
%
Shriram Finance Ltd
3.7
%
Hero MotoCorp Ltd
3.61
%
LIC Housing Finance Ltd
3.4
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Quantum Long Term Equity Value Fund Regular Plan Growth Option
More details
Investment objective
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 Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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