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Quantum Long-Term Equity Fund (G)

PLAN: Regular OPTIONS: Growth
More Plan & Options
37.840 0.04 (0.11%)

NAV as on 27 Mar, 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 2014) down from Rank 2 last quarter. If you are already invested in this scheme, you may consider switching to a better performing scheme.

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Benchmark Index:
 
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Returns (NAV as on 27 Mar, 2015)

Period Returns (%) Rank #
1 mth -3.1 37
3 mth -0.2 165
6 mth 3.7 166
1 year 26.5 155
2 year 24.8 122
3 year 20.3 56
5 year 14.7 28

# Moneycontrol Rank within 238 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
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 -3.1 -0.2 3.7 26.5 24.8 20.3 14.7
Category avg -4.8 2.3 8.4 32.4 21.4 14.8 8.1
Difference of Fund returns and Category returns 1.7 -2.5 -4.7 -5.9 3.4 5.5 6.6
Best of category 7.5 11.0 27.0 73.8 51.2 39.0 24.5
Worst of category -29.3 -21.9 -27.1 -5.6 -0.1 3.6 -8.7
Benchmark returns # -6.0 0.2 3.2 23.6 20.7 16.7 9.2
Difference of Fund returns and Benchmark returns 2.9 -0.4 0.5 2.9 4.1 3.6 5.5
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) 385.87 (Dec-31-2014)
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 - IP (G) Not Ranked
8.40 1.1 12.0 49.9 27.9 -8.7
Reliance Equity Oppor - RP (G) Rank 2
9,250.33 1.1 11.9 49.6 27.7 19.0
HDFC Equity Fund (G) Rank 4
15,432.08 -1.1 4.0 38.5 21.6 14.2
Reliance Equity Oppor -Direct (G) Not Ranked
497.80 1.2 12.3 50.8 -- --
HDFC Equity Fund - Direct (G) Not Ranked
1,862.94 -1.0 4.4 39.5 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Feb 28, 15)

Equity Sector Value
(Rs cr)
Asset %
HDFC Banking/Finance 27.68 6.66
Bajaj Auto Automotive 20.67 4.97
Infosys Technology 20.26 4.87
ING Vysya Bank Banking/Finance 18.42 4.43
Voltas Conglomerates 18.30 4.40
Tata Chemicals Chemicals 16.39 3.94
ACC Cement 15.49 3.72
NTPC Utilities 14.89 3.58
ONGC Oil & Gas 14.33 3.45
Hero Motocorp Automotive 14.18 3.41

Full Portfolio

Sector Allocation (Feb 28, 15)

Sector %

1-Year

HighLow

Automotive 12.78 15.77 12.65
Oil & Gas 11.68 13.58 11.19
Banking/Finance 11.09 15.02 8.35
Technology 8.11 8.38 6.89
Services 5.94 8.84 5.48
Utilities 5.24 5.24 2.21

View All Sectors

Asset Allocation (%)(Feb 28, 15)

Equity 70.27
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.18
Cash / Call 29.55

View All

Concentration

Holdings (%)
Top 5 25.33
Top 10 43.43
Sector (%)
Top 3 35.55

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