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Simplest Way to Diversify your Equity Portfolio

Posted On Wednesday, May 16, 2018

Note: The below article is meant for QLTEVF investors to help them diversify their equity portfolio.

Firstly, thank you for trusting us with your investments in Quantum Long Term Equity Value Fund (QLTEVF).

At Quantum, we will always make sure that with a prudent stock selection process and long term approach, we will help you reach your long term financial goals. QLTEVF, with its long term 12-year track record, has proven its test of time & brought smiles on your face. Your trust on the fund management style makes it easy for us to be trailblazers when it comes to value investing.

Moreover, we also believe that one must have a well-diversified equity portfolio. So while QLTEVF has taken care of some part of your portfolio, we also have a solution for the rest of your equity portfolio.

Many times we have been asked by investors, where could they park their money other than QLTEVF. The answer we give them is Quantum Equity Fund of Funds (QEFOF).

So how does QEFOF work? What is it exactly? How different is it from QLTEVF?

QEFOF is a fund of funds scheme that invests in diversified equity schemes of other mutual funds.

The Equity Funds in which QEFOF invests are identified by following proven Quantitative and Qualitative research. We look at parameters like consistent performance, portfolio concentration and investment objective of the funds. We also meet Fund Managers of other AMC’s to understand how they manage their funds for better insights of these funds. Thus, taking care of your worries of investing your money in wrong funds.

On the cost front too, it makes sense for you to look at QEFOF as we invest in Direct option of the funds.

Is there any difference in QLTEVF and QEFOF?

Yes, QLTEVF follows value style of investing, whereas the funds in QEFOF are a diversified mix of investments styles.  Please note, in case you redeem from QLTEVF within 1 year, you are liable to pay Short Term Capital Gain (STCG) Tax and Long Term Capital Gain (LTCG) Tax after 1 year. In QEFOF, STCG Tax is applicable up to 3 years and LTCG Tax after 3 years with indexation benefit. Click here to know more about tax implications.

Since equities are for the long term, we strongly believe that taxation should not bother you to invest your equity portfolio in these 2 funds.

Product Labeling
Name of the SchemeThis product is suitable for investors who are seeking*Riskometer
Quantum Long Term Equity Value Fund

(An Open Ended Equity Scheme following a Value Investment Strategy)
• Long term capital appreciation

• Invests primarily in equity and equity related securities of companies in S&P BSE 200 index
Quantum Long Term Equity Fund
Investors understand that their principal will be at Moderately High Risk
Quantum Equity Fund of Funds

(An Open Ended Fund of Funds scheme Investing in Open Ended Diversified Equity Schemes of Mutual Funds)
• Long term capital appreciation

• Investments in portfolio of open-ended diversified equity schemes of mutual funds registered with SEBI whose underlying investments are in equity and equity related securities of diversified companies
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

Disclaimer, Statutory Details & Risk Factors:

The views expressed here in this article are for general information and reading purpose only and do not constitute any guidelines and recommendations on any course of action to be followed by the reader. Quantum AMC / Quantum Mutual Fund is not guaranteeing / offering / communicating any indicative yield on investments made in the scheme(s). The views are not meant to serve as a professional guide / investment advice / intended to be an offer or solicitation for the purchase or sale of any financial product or instrument or mutual fund units for the reader. The article has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate and views given are fair and reasonable as on date. Readers of this article should rely on information/data arising out of their own investigations and advised to seek independent professional advice and arrive at an informed decision before making any investments.

Mutual fund investments are subject to market risks read all scheme related documents carefully.

Please visit – to read scheme specific risk factors. Investors in the Scheme(s) are not being offered a guaranteed or assured rate of return and there can be no assurance that the schemes objective will be achieved and the NAV of the scheme(s) may go up and down depending upon the factors and forces affecting securities market. Investment in mutual fund units involves investment risk such as trading volumes, settlement risk, liquidity risk, default risk including possible loss of capital. Past performance of the sponsor / AMC / Mutual Fund does not indicate the future performance of the Scheme(s). Statutory Details: Quantum Mutual Fund (the Fund) has been constituted as a Trust under the Indian Trusts Act, 1882. Sponsor: Quantum Advisors Private Limited. (liability of Sponsor limited to Rs. 1,00,000/-) Trustee: Quantum Trustee Company Private Limited. Investment Manager: Quantum Asset Management Company Private Limited. The Sponsor, Trustee and Investment Manager are incorporated under the Companies Act, 1956.

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully.