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Yogi Zone

Useful articles for your finance management by our team of experts

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)

1-Year3-Year5-Year
4.32%5.14%23.86%

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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