For big goals,
start with small steps.
Yes, I want to take the first step and start an SIP !
-
** I agree to the terms and conditions mentioned below.
Start an SIP
An SIP (Systematic Investment Plan) is a disciplined approach to grow your wealth using
the principle of compounding.
Benefits of SIP
-
Avoid timing
markets -
Start with as
low as ₹500 -
Helps to compound your
returns with time -
Average your cost
of investments
Click here to view complete fund performance
Suitable for: Diversification in equities over the long term Past performance may or may not to sustained in the future.
Why Quantum?
-
Building investors wealth
since 2006 -
Trusted for growth, integrity
& transparency -
Offers 10 easy-to-understand
products
Quantum Long Term Equity Value
Fund Snapshot
NAV
per unit as on
AUM
Crore
Benchmark
S&P BSE 200 TRI
Investment Style
Fund Manager
-
SORBH GUPTA
Managing the scheme since Dec 1, 2020. Click here to view other funds managed by him.
-
NILESH SHETTY
Managing the scheme since Mar 28, 2011. Click here to view other funds managed by him.
Fund Features
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ABOUT THE FUND
An Open-ended Equity Scheme following a Value Investing Strategy
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SCHEME OPTIONS
1. Growth Option
2. Income Distribution Cum Capital Withdrawal Option (IDCW) -
MINIMUM APPLICATION AMOUNT
Rs. 500/- and multiples of Rs. 1/- thereafter
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MINIMUM ADDITIONAL APPLICATION AMOUNT (FOR ALL OPTIONS)
Rs. 500/- and multiples of Rs.1/- thereafter / 50 units
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MINIMUM REDEMPTION AMOUNT
Rs.500/- and multiples of Rs. 1 thereafter OR account balance
whichever is less / 50 units -
SIP – SYSTEMATIC INVESTMENT PLAN
Daily frequency: Rs. 100/- and in multiples of Rs. 1/- thereafter
Weekly, fortnightly, monthly & Quarterly frequency: Rs. 500/- and in multiples of Rs. 1/- Thereafter -
STP – SYSTEMATIC TRANSFER PLAN
Min Balance to start STP - Rs.5000/-
Daily: Rs. 100/- and in multiples of Rs. 1/- thereafter
Weekly, fortnightly, monthly & Quarterly frequency: Rs. 500/- and in multiples of Rs. 1/- thereafter -
SWP – SYSTEMATIC WITHDRAWAL PLAN
Min Balance to start SWP - Rs.5000/-
Weekly, fortnightly, monthly & Quarterly frequency: Rs. 500/- and in multiples of Rs. 1/- thereafter
Fund Performance
Current Value of Rs.10,000 Invested at the beginning of a given period.
Past performance may or may not be sustained in future.- Load is not taken into consideration in scheme returns calculation.
- Different Plans shall have a different expense structure.
- Returns are net of total expenses and are calculated on the basis of Compounded Annualized Growth Rate (CAGR).
- *with effect from February 01, 2020 benchmark has been changed from S&P Sensex TRI to S&P BSE 200 TRI. As TRI data is not available since inception of the scheme, benchmark performance is calculated using composite CAGR S&P BSE 200 index PRI Value from March 13, 2006 to July 31, 2006 and TRI Value since August 1, 2006.
- The Fund is managed by Mr. Sorbh Gupta and Mr. Nilesh Shetty. Mr. Sorbh Gupta has been managing the fund since Dec 01, 2016. Mr. Nilesh Shetty has been managing the fund since Mar 28, 2011.
- Click here to view other funds managed by Mr. Sorbh Gupta and click here to view other funds managed by Mr. Nilesh Shetty
QUANTUM LONG TERM EQUITY VALUE FUND
An Open Ended Equity Scheme following a Value Investment Strategy
This product is suitable for investors who are seeking*
- Long term capital appreciation
- Invests primarily in equity and equity related securities of companies in S&P BSE 200 index
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
RISKOMETER
Investors understand that their principal will be at Very High Risk
*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.