Quantum Long Term Equity Value Fund (G) Mutual fund

Quantum Long Term Equity Value Fund (G)

Q: How to Invest in Quantum Long Term Equity Value Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Quantum Long Term Equity Value Fund good?

The Quantum Long Term Equity Value Fund has an AUM of ₹1189.36 Cr as on 12/9/2024. The scheme has delivered CAGR returns for the past 3 years against a category average of 21.01%. The risk is Very High against the category average of 77.2.

Q: Is Quantum Long Term Equity Value Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Quantum Long Term Equity Value Fund?

There is no lock-in period applicable on Quantum Long Term Equity Value Fund.

Q: What is the expense ratio of Quantum Long Term Equity Value Fund?

The expense ratio of Quantum Long Term Equity Value Fund is 2%.

Equity

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Value

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Fund Details

Current NAV

₹127.17

Expense Ratio

Min SIP

₹100

Fund Size

₹1189Cr

Min Investment

₹500

Lock In

Scheme Information Document

Exit load: 10% of units if redeemed or switched out during exit load period i.e. 730 days from the allotment: NIL 2.00% - if redeemed or switched out on or before 365 days from the date of allotment 1.00% - if redeemed or switched out on or after 365 days but before 730 days from the date of allotment Nil - If units redeemed or switched out after 730 days from the date of allotment

Fund Performance

Alpha

6.43%

Beta

0.93

Sharpe Ratio

0.8045

Risk

12.50%

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Quantum Long Term Equity Value Fund (G) FAQs

Q1. How to Invest in Quantum Long Term Equity Value Fund through Rupeezy?

Q2. Is Quantum Long Term Equity Value Fund good?

Q3. Is Quantum Long Term Equity Value Fund tax free?

Q4. What is the lock-in period of Quantum Long Term Equity Value Fund?

Q5. What is the expense ratio of Quantum Long Term Equity Value Fund?

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