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Diversified Achiever

Diversified Achiever

Quantum Long Term Equity has delivered steady returns, beating the category and benchmark in the past three years.

Quantum Long Term Equity has delivered steady returns, beating the category and benchmark in the past three years.

FUND FACTS
Inception: February 2006
Category: Equity diversified
Type: Open ended
AUM: Rs 59.83 crore
Benchmark index: BSE TRI-Sensex

WHAT IT COSTS
NAV: Rs 23.52 (G) | Rs 23.72 (Div)
Minimum investment: Rs 5,000
Minimum SIP amount: Rs 1,000
Expense ratio: 1.56 per cent
Exit load: 4 per cent for redemption within 180 days



Who should invest in it?
The fund follows the buy-and-hold strategy and aims for long-term capital appreciation. Despite a small corpus, it has seen the least amount of churning in its category and has a low expense ratio.

Quantum Long Term Equity is a value-based, well-diversified, liquid portfolio and is a clear choice for investors looking for a fund that forms the core of their portfolios. When speculative growth stocks rule the roost, the fund's style may see it lag among its peers, but it is most effective over the long term and rewards investors without exposing them to unwarranted risks.



Meet the fund Manager
Fund manager Atul Kumar has more than 7 years of experience in the financial services industry. The fund sets buy and sell limits for stocks and those that fall within the predetermined purchase price are bought.

Data and analysis of the fund have been sourced from Value Research