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Quantum Value Fund Direct growth
Equity • Value • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Value
Direct growth
Launched On
13 Mar 2006
19.5 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹130.86
-0.6076% (-0.70)
AUM
₹1,180 Cr
Expense ratio
1.1%
Benchmark
BSE 500 India
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 365D
2%
If units sold in between 365D and 730D
1%
If units sold after 730D
0%
What's in this fund?
Sectors
Holdings
Financial Services
Technology
Consumer Cyclical
Healthcare
Basic Materials
Fund House
Quantum
Inc: 13 Mar 2006 • Total AUM: ₹2,872 Cr • Rank #38Quantum Mutual Fund, started in 2006, has Quantum Advisors Pvt Ltd as its sponsors. The fund house is headed by Jimmy Patel as the CEO. As of 31 March 2024, it has an AUM of ₹2,678 Cr. It functions under the holding company Fairfax Financial Holdings Ltd.
Fund Managers
George Thomas
Experience: 3.47 yrs • Total AUM: 8,181 Cr
Christy Mathai
Experience: 2.83 yrs • Total AUM: 8,181 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.