fund_logo

Quantum Long Term Equity Value Fund Regular Plan Growth Option

Medium
Risk
Equity
Other
+
17.82
%
17.82
%
3Y annualised
+
0.31
%
0.31
%
1 Day returns
Fund size
1030
NAV:
Feb 23, 2024
107.56
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

fund_logo
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
0
0
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
CUSTOM CSS
* Returns are calculated as per lifetime average per annum returns of the fund.
Invest the way you want. Get Vance now.
Download Vance
iphone_13_animation_vance

Begin your investing journey today. Get Vance.