Equity
|
Value
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Dividend
ISIN NO. - INF082J01044
LAUNCH DATE - 13-Mar-2006
Returns (CAGR)
1 yr. 13.42
3 yr. 20.22
5 yr. 12.42
Since Inception 13.1%
Risk Category
Very High
27-Oct-2023
91.47
Fund size:
924.3179 Cr
Exit Load:
For units in excess of 10% of the investment, exit load of 2% if redeemed within 365 days, 1% if redeemed after 365 days but within 730 days.
Expense Ratio:
1.1%
Fund House:
Quantum Mutual Fund
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Min. Lump sum Investment ₹500
Min. SIP Investment 500
CATEGORY AVERAGE 1 yr. 12.3% 3 yr. 22.1%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
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. ;
With a Loan against Mutual Fund, you offer your MF units as collateral for the loan. The lender holds the Mutual Fund units as a security till you repay the loan amount. Your Mutual Funds will continue to earn returns, but you cannot sell them while you have pledged them to the lender.
You may borrow up to 50% of the value of your equity mutual fund schemes in your portfolio. The value of your mutual fund scheme is derived by multiplying the number of units by the scheme's NAV. The total value of all equity mutual fund schemes will be used to calculate your portfolio value.
Higher Loan Amount: DhanLAP allows you to avail a higher loan amount compared to regular LAMF products, enabling you to meet substantial financial requirements.
Longer Repayment Tenure: You can choose a longer repayment tenure for DhanLAP, giving you more flexibility in managing your loan repayments.
Customized Loan Structures: DhanLAP offers customized loan structures tailored to your financial goals and requirements, providing you with greater control over the loan terms.
Fully End-to-end Digital Process: The documentation process for DhanLAP is fully digital and hassle-free, ensuring a smoother loan application experience.
Avoid Disruption to Investment Strategy: Loan Against Your Quantum Long Term Equity Value Fund Direct IDCW with DhanLAP allows you to avoid disrupting your investment strategy and long-term financial goals. Instead of selling or redeeming your mutual fund units, you can leverage them as collateral for a loan and continue to benefit from potential market growth.
Cost-Effective Solution: DhanLAP offers competitive interest rates, making it a cost-effective solution compared to traditional loan options. By opting for a Loan against Your Quantum Long Term Equity Value Fund Direct IDCW units with DhanLAP, you can access funds while minimizing the impact on your finances.
Quick Access to Funds: With DhanLAP, you can enjoy quick and convenient access to funds. The loan approval and disbursal process is efficient, allowing you to meet your financial needs promptly.
Flexibility in Loan Utilization: The loan amount obtained through DhanLAP can be used for a wide range of purposes, including home renovation, education expenses, medical emergencies, debt consolidation, or any other financial requirements you may have. You have the freedom to utilize the funds as per your specific needs.
Convenient Repayment Options: DhanLAP provides flexible repayment options tailored to your financial circumstances. You can choose from various repayment tenures and select a repayment plan that suits your cash flow and repayment capabilities.
Simple and Transparent Process: DhanLAP ensures a simplified and transparent loan process. The documentation requirements are clear, and the loan terms and conditions are communicated upfront, providing you with clarity and peace of mind.
By choosing Loan Against Quantum Long Term Equity Value Fund Direct IDCW with DhanLAP, you can unlock the value of your investments without liquidating them, enabling you to meet your financial goals while preserving your long-term wealth creation potential.
Fund Name
3Y Returns
Loan Against Quantum Tax Saving Fund Direct Growth
20.28
Loan Against Quantum Long Term Equity Value Fund Direct IDCW
20.22
Loan Against Quantum Long Term Equity Value Fund Direct Growth
20.22
Loan Against Quantum Tax Saving Regular IDCW
19.63
Loan Against Quantum Equity Fund of Funds Direct Growth
18.5
Loan Against Quantum Equity Fund of Funds Direct IDCW
18.5
Loan Against Quantum Equity FoF Regular Growth
18.21
Loan Against Quantum Equity FoF Regular IDCW
18.21
Loan Against Quantum India ESG Equity Fund Direct Growth
17.93
Loan Against Quantum Multi Asset Fund of Funds Regular Growth
8.5
Loan Against Quantum Gold Savings Fund Direct Growth
4.99
Loan Against Quantum Liquid Fund Direct IDCW Monthly
4.67
Loan Against Quantum Liquid Fund Direct Growth
4.67
Loan Against Quantum Dynamic Bond Fund Direct IDCW Monthly
4.58
Loan Against Quantum Dynamic Bond Fund Direct Growth
4.58
