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Mutual Fund Review – Quantum Long Term Equity

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Fund Name: Quantum long term equity (G)

Ranked #2 by CRISIL

Category: Large cap

Expense Ratio: 1.25%

Risk Level: Low

Benchmark: BSE Tri-Sensex

Objective: To achieve long-term capital appreciation by investing primarily in shares of companies that will typically be included in the S&P BSE 200 Index and are in a position to benefit from the anticipated growth and development of the Indian economy and its markets.

Returns (Annualized)


Our Review

Quantum long term equity fund (G) has made its inception in the year 2006. Since inception, it has generated returns of 13.42%. It has beaten its benchmark index over the 3 and 5 year returns period.

Top 5 holdings of the fund include HDFC, Bajaj Auto, Maruti Suzuki India, Infosys and Container Corp. Expense ratio is pretty low for the fund, which is a major advantage for the investors. If you are ready to take a bit of risk, this fund should be a part of your portfolio.

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