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Quantum Value Fund - Regular Plan Growth Option

Quantum · Value/Contra
High
₹118.30
Current NAV
25 Jun 2026
21.0%
1Y Return
14.0%
3Y CAGR
11.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹15,550 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Value/Contra mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.9%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.00
Sharpe Ratio
1.50
Beta
-1.50
Alpha
1.30
Sortino
Fund Details
Fund House Quantum
Category Value/Contra
AUM ₹15550 Cr
Expense Ratio 1.90%
Min SIP ₹500
Min Lumpsum ₹1000
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