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Quantum Value Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Value Fund
Fund House : Quantum Mutual Fund

Scheme Objective

To achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in BSE200 index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.

Scheme Details

  • Fund manager(s)George Thomas , Christy Mathai
  • Launch date – 13-Mar-2006
  • Expense ratio – 1.1% as declared on 30-Sep-2025 (category average is 0.91%)
  • Benchmark - BSE 500 TRI
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Quantum Value Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 730 days. There are no other charges., 2.0% if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Quantum Asset Management Co. Pvt. Ltd.
1st Floor, Apeejay House, 3 Dinshaw Vachha Road, Backbay Reclamation, Churchgate
Tel no.: 022-6144 7800
Fax no.: 022-2285 4318
Website.: www.QuantumAMC.com

Forum

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