Quantum Long Term Equity Value Fund Regular Plan Growth Option

About Quantum Long Term Equity Value Fund

Quantum Long Term Equity Value Fund is an open ended equity fund aimed at investing instruments related to equity, equity related instruments with aim to achieve long-term capital appreciation by investing majorly in shares of companies that will typically be included in S&P BSE 200 index.

Pros & Cons of Quantum Long Term Equity Value Fund.

Quantum Long Term Equity Value Fund offers the following benefits: 1. Superior risk adjusted returns: The portfolio allocation of the fund is such that it delivers better risk adjusted returns over medium to long term. 2. It provides better post-tax returns. 3. The fund has great upside potential provided by equities.

Certain drawbacks of Quantum Long Term Equity Value Fund 1. Such funds have their own share of risk. While in case of a direct investment across a number of stocks and debt instruments, one can relocate the resources among different funds as diversification for tax planning or wealth creation.

Fund Information and Statistics of Quantum Long Term Equity Value Fund

i) Inception/ Launch date

Quantum Long Term Equity Value Fund was launched on March 13, 2006 by Quantum Mutual Fund AMC.

ii) Risk level

Being an equity oriented fund, this fund is a moderately high risk bet and suitable for investors who have a long-term investment horizon of more than 5 years.

iii) Redemption

Redemption of Units will be done by a repurchase/buyback by the fund house. Under normal circumstances, your fund house will dispatch the redemption proceeds within 10 business days from the date of receipt of request.

iv) Fund Manager

Mr. Atul Kumar and Mr. Nilesh Shetty are the fund managers of the scheme.

v) Entry / Exit load

The fund house does not charge any entry load. The exit load is 1% if the units are redeemed within 545-730 days from the date of allotment in respect of purchase made other than through SIP. Also if redeemed within 12 months from the date of allotment of units of each instalment of SIP purchase, the same applies.

Tax benefits of investing in the fund

The short-term capital gains made on sale of units within 1 year from the date of allotment will be taxed at the rate of 15%. The long term capital gains, over and above Rs 1 lakh, made on sale of units after 1 year from the date of allotment will be taxable at the rate of 10% (without indexation).

About Quantum Mutual Fund

Quantum Long Term Equity Value Fund is managed by Quantum Mutual Fund AMC, India’s first dedicated, direct-to-investor mutual fund. Since the launch of its first scheme in March 2006, the fund house has experienced consistent growth in the past 12 years. The fund strives to be the most trusted fund house in the country by focusing on the needs of its investors. It endeavours to adhere to ethical values of transparency, simplicity and integrity while continuously delivering steady performance over the long term.