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Quantum Long-Term Equity Fund (G)

PLAN: Regular OPTIONS: Growth
More Plan & Options
38.520 0.03 (0.08%)

NAV as on 30 Jun, 2015

CRISIL MF RANK

Scheme Risk Grade

  HIGH RISK

HIGH RISK

  • For investors looking at long term capital growth investments.
  • Ideal for people who wish to benefit from potentially higher returns and have the risk appetite for the same.
FUND FAMILY : Quantum Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Diversified Equity category by Crisil (for quarter ended Mar 2015) rank unchanged from last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

View Top ranked funds in this category

Benchmark Index:
 
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Returns (NAV as on 30 Jun, 2015)

Period Returns (%) Rank #
1 mth -0.6 82
3 mth -0.1 32
6 mth 1.0 135
1 year 9.6 141
2 year 25.2 114
3 year 20.1 56
5 year 13.8 26

# Moneycontrol Rank within 247 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2015 0.8 - - - -
2014 9.9 17.1 4.2 4.1 -
2013 -3.9 -0.6 -1.1 12.3 8.4
2012 17.1 -1.9 8.6 3.8 31.8
2011 -5.8 -2.5 -8.7 -4.0 -20.4
2010 1.9 6.1 16.2 0.2 28.3

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns -0.6 -0.1 1.0 9.6 25.2 20.1 13.8
Category avg -0.9 -1.8 1.9 13.4 20.4 13.8 7.5
Difference of Fund returns and Category returns 0.3 1.7 -0.9 -3.8 4.8 6.3 6.3
Best of category 7.5 3.5 15.4 49.3 49.1 38.9 22.0
Worst of category -3.6 -6.7 -16.8 -25.4 4.0 4.2 -1.4
Benchmark returns # -0.2 -0.7 1.4 9.3 19.1 16.9 9.4
Difference of Fund returns and Benchmark returns -0.4 0.6 -0.4 0.3 6.1 3.2 4.4
Quantum Long-Term Equity Fund (G) Review by Crisil - Rating: 3 (Rank 3 out of 5)
# Benchmark Index: S&P BSE SENSEX

Investment Info

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 BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 25, 2006
Benchmark S&P BSE SENSEX
Asset Size (Rs cr) 411.68 (Mar-31-2015)
Minimum Investment Rs.5000
Last Dividend N.A. View Dividend History
Bonus N.A.
Fund Manager Atul Kumar / Nilesh Shetty
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 4.00%
Load Comments Exit load; On redemption/switchout within 6 mths of allotment - 4%, > 6 mths < 12 mths - 3%, > 12 mths < 18 mths - 2%, > 18 mths < 24 mths - 1%, > 24 mths - Nil.

Contact Details

Regd. Office 505, Regent Chambers, 5th Floor, Nariman Point Mumbai, 400021
Tel. No. 022 - 61447800
Fax No. 022 - 22854318
Email customercare@QuantumAMC.com
Website http://www.quantumamc.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Reliance Equity Oppor -Direct (G) Not Ranked
731.91 -4.0 -1.0 18.7 -- --
HDFC Equity Fund - Direct (G) Not Ranked
2,361.64 -1.9 -0.8 10.1 -- --
Reliance Equity Oppor - IP (G) Not Ranked
9.07 -4.1 -1.2 18.1 25.2 --
Reliance Equity Oppor - RP (G) Rank 2
10,512.16 -4.2 -1.3 17.9 24.9 17.4
HDFC Equity Fund (G) Rank 4
16,359.53 -2.1 -1.2 9.3 21.6 13.1
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (May 29, 15)

Equity Sector Value
(Rs cr)
Asset %
Infosys Technology 27.72 6.47
Bajaj Auto Automotive 27.26 6.37
HDFC Banking/Finance 25.63 5.98
Hero Motocorp Automotive 22.20 5.18
Kotak Mahindra Banking/Finance 16.61 3.88
NTPC Utilities 15.89 3.71
Tata Chemicals Chemicals 15.62 3.65
TCS Technology 15.39 3.59
Voltas Conglomerates 14.77 3.45
ONGC Oil & Gas 14.54 3.40

Full Portfolio

Sector Allocation (May 29, 15)

Sector %

1-Year

HighLow

Automotive 16.31 16.31 12.39
Oil & Gas 12.76 13.16 11.19
Technology 10.06 10.06 7.52
Banking/Finance 9.86 11.09 9.06
Utilities 6.78 6.78 3.23
Services 5.59 6.80 5.36

View All Sectors

Asset Allocation (%)(May 29, 15)

Equity 76.48
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.17
Cash / Call 23.35

View All

Concentration

Holdings (%)
Top 5 27.88
Top 10 45.68
Sector (%)
Top 3 39.13

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