Quantum Long Term Equity Value Fund - Direct Plan Growth Option

Quantum Long Term Equity Value Fund - Direct Plan Growth Option of Quantum Mutual Fund has asset class type as Large-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

Moderately High

Expenese Ratio (%)

1.29

Age

NA Years

Fund Manager

Atul Kumar

AuM (Rs Crores)

899.246

Asset Class

Large-Cap

Net Asset Value:

53.41

Rating

2

Exit Load

0.04

Bench Mark

S&P BSE Sensex TRI

Fund Type

Large Cap

SEBI Category

Value Fund

Turnover Ratio(Monthly)

1.56%

Fund Manager Details:

Atul Kumar B.Com,PGDBM from ICFAI. Collectively Over 7 Years of Experience in the Consulting and financial services. Quantum AMC as Fund Manager-Equity From June 27 to Till Date. Quantum AMC as Joint Fund Manager-Equity from November 26 to June 27. Quantum AMC as Analyst-Equity from October 25 to November 26. K R Chokshey Shares & Securities Pvt Ltd as Analyst From November 23 to September 25. Astute Consulting Private Ltd as Consultant from May 21 to September 25. S B Billimoria & Co as Management Consultant from June 1999 to April 211.

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 BSE 2 and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets. However, there is no assurance that investment objective of the Scheme will be achieved.

Top Holdings:

  • IT - Software (16.16)
  • Automobile (14.45)
  • Finance (9.63)
  • Banks (8.7)
  • Power Generation & Distribution (6.52)
  • Pharmaceuticals (6.51)
  • Gas Distribution (3.6)
  • Hotels & Restaurants (3.55)
  • Crude Oil & Natural Gas (2.99)
  • Steel (2.81)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition