The scheme aims to achieve long-term capital appreciation by investing primarily in shares of companies that are typically included in BSE 200 Index and attractively priced in the market when compared to the Investment Managers valuation of the company.
Benchmark
BSE 500 TRI
Expense Ratio
2.0% As on (31-05-2025)
Minimum Investment | Top up
500.0 | 500.0
Total Assets
1,195.32 Cr As on (30-05-2025)
PERFORMANCE of Quantum Value Fund - Regular Plan Growth Option
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of Quantum Value Fund - Regular Plan Growth Option