Quantum Long Term Equity Fund has outperformed category in past 4 years
Quantum long term equity scheme outperformed its category in the past four years.
Quantum long term equity scheme outperformed its category in the past four years.
FUND FACTS:
INCEPTION: March 2006
CATEGORY: Equity large- and mid-cap
TYPE: Open-ended
AUM: Rs 119.12 crore
BENCHMARK INDEX: TRI-Sensex
WHAT IT COSTS
NAV: Rs 24.18 (G), Rs 24.38 (D)
MIN INVESTMENT: Rs 500
MIN SIP AMOUNT: Rs 500
EXPENSE RATIO: 1.25 per cent
EXIT LOAD: 4 per cent for redemption within 180 days, 3 per cent for redemption between 181-365 days
WHO SHOULD INVEST IN IT?
With a small corpus, the fund does not dabble in small stocks, churn rapidly or take concentrated bets. Only 57 stocks have appeared in the fund's portfolio and just six have remained for five months or less. 'Popular' stocks are often given a miss. It is one of the least expensive equity funds and has a value-based, diversified, liquid portfolio. The fund's style results in periods of comparatively lower performance when speculative growth stocks are the more influential. But in the three- and five-year periods, it is the category's top performer. It would be a good choice for conservative investors and to provide resilience to a portfolio.
MEET THE FUND MANAGER
Fund manager Atul Kumar follows a bottom-up approach with an eye on the daily average trading volume of the stock. "Our buying and selling decisions are never based on the market. We sell only if the stock is overpriced," says Kumar.
Data and analysis of the fund have been sourced from Value Research.
FUND FACTS:
INCEPTION: March 2006
CATEGORY: Equity large- and mid-cap
TYPE: Open-ended
AUM: Rs 119.12 crore
BENCHMARK INDEX: TRI-Sensex
WHAT IT COSTS
NAV: Rs 24.18 (G), Rs 24.38 (D)
MIN INVESTMENT: Rs 500
MIN SIP AMOUNT: Rs 500
EXPENSE RATIO: 1.25 per cent
EXIT LOAD: 4 per cent for redemption within 180 days, 3 per cent for redemption between 181-365 days
WHO SHOULD INVEST IN IT?
With a small corpus, the fund does not dabble in small stocks, churn rapidly or take concentrated bets. Only 57 stocks have appeared in the fund's portfolio and just six have remained for five months or less. 'Popular' stocks are often given a miss. It is one of the least expensive equity funds and has a value-based, diversified, liquid portfolio. The fund's style results in periods of comparatively lower performance when speculative growth stocks are the more influential. But in the three- and five-year periods, it is the category's top performer. It would be a good choice for conservative investors and to provide resilience to a portfolio.
MEET THE FUND MANAGER
Fund manager Atul Kumar follows a bottom-up approach with an eye on the daily average trading volume of the stock. "Our buying and selling decisions are never based on the market. We sell only if the stock is overpriced," says Kumar.
Data and analysis of the fund have been sourced from Value Research.
