Quantum Long Term Equity Value Fund - Regular Plan Growth Option
9.38
17.82
23.53
-
12.04
Benchmark
-
-
-
-
-
Equity: Value
4.37
18.57
26.25
14.45
14.98
Yearly Performance (%)
Nav Movement
Fund Managers
George Thomas, Christy Mathai
Investment Objective
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.
Returns Calculator for
Quantum Long Term Equity 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 Long Term Equity Value Fund - Regular Plan Growth Option
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
Quantum Long Term Equity Value Fund - Regular Plan Growth Option