Should I invest in Quantum Long-Term Equity Fund?

We don't give personal investment advice. Quantum Long-Term Equity Fund-Dividend Plan is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.5%. 5-year CAGR: 11.38%.

Quantum

Quantum Long-Term Equity Fund-Dividend Plan

Latest NAV

₹127.1400

As of

17 Jul 2026

4,997 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.55%	+0.45%	+0.10	8 / 16	Q2
1W	+0.97%	-0.03%	+1.00	2 / 16	Q1
2W	+1.03%	+0.09%	+0.94	4 / 16	Q1
1M	+1.67%	+1.08%	+0.59	6 / 16	Q2
3M	+1.00%	+1.25%	-0.25	10 / 16	Q3
6M	-4.94%	-3.28%	-1.66	13 / 16	Q4
YTD	-5.82%	-4.78%	-1.05	13 / 16	Q4
1Y	-3.75%	-3.39%	-0.35	10 / 16	Q3
2Y	-0.84%	-2.52%	+1.69	7 / 16	Q2
3Y	+11.83%	+10.82%	+1.01	9 / 16	Q3
4Y	+14.23%	+13.84%	+0.39	11 / 16	Q3
5Y	+11.38%	+11.40%	-0.02	11 / 16	Q3
7Y	+12.90%	+13.47%	-0.57	11 / 16	Q3
10Y	+11.24%	+10.85%	+0.38	10 / 16	Q3
Inception	+13.18%	+9.73%	+3.45	5 / 16	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.82%	-4.78%	-1.05	13 / 16
2025	+3.83%	+3.06%	+0.77	8 / 16
2024	+22.59%	+17.61%	+4.98	6 / 16
2023	+27.00%	+29.56%	-2.56	9 / 16
2022	+7.10%	+5.08%	+2.03	3 / 16
2021	+24.80%	+32.61%	-7.82	12 / 16
2020	+13.13%	+11.98%	+1.15	8 / 16
2019	-1.15%	-0.12%	-1.03	11 / 16
2018	+1.24%	-9.17%	+10.41	2 / 16
2017	+21.21%	+32.01%	-10.80	14 / 16
2016	+12.05%	+3.68%	+8.37	3 / 16

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+16.32%

236 windows

min -47.4% · max 120.3%

80% positive

3-Year rolling

+14.64%

211 windows

min -8.0% · max 39.7%

96% positive

5-Year rolling

+13.89%

187 windows

min 0.0% · max 28.5%

100% positive

7-Year rolling

+13.35%

163 windows

min 6.2% · max 23.5%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

11.75%

3-year · annualised

Sharpe ratio

0.47

vs risk-free 6.5%

Sortino ratio

0.81

Downside-only deviation

Max drawdown

-16.48%

Sep 2024 → Mar 2026

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Value Fund

Scheme	Fund house	NAV	As of
HDFC Capital Builder Fund - Dividend Option	HDFC	₹36.4230	17 Jul 2026
ICICI Prudential Discovery Fund-DIVIDEND OPTION	ICICI Prudential	₹35.3000	17 Jul 2026
Quantum Long-Term Equity Fund-Growth Plan	Quantum	₹126.8800	17 Jul 2026
Templeton India Growth Fund-Dividend Plan	Franklin Templeton	₹92.7935	17 Jul 2026
UTI Opportunities Fund-Dividend Option	UTI	₹48.8502	17 Jul 2026
IDFC Small & Midcap Equity (SME) Fund - Dividend	IDFC	₹36.7440	17 Jul 2026
JM Basic Fund - Dividend Plan	JM Financial	₹65.4914	17 Jul 2026
Tata Equity P/E Fund (Dividend)	Tata	₹116.9476	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹127.1400
16 Jul 2026	₹126.4400
15 Jul 2026	₹127.0300
14 Jul 2026	₹126.2800
13 Jul 2026	₹126.7600
10 Jul 2026	₹125.9200
9 Jul 2026	₹124.4500
8 Jul 2026	₹123.9900
7 Jul 2026	₹126.1300
6 Jul 2026	₹126.0300

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Quantum Long-Term Equity Fund-Dividend Plan is ₹127.1400. It's a Value Fund from Quantum, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Quantum Long-Term Equity Fund-Dividend Plan has NAV history starting from 03 Apr 2006, a track record of about 20 years 3 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Quantum Long-Term Equity Fund-Dividend Plan is managed by Quantum. It's classified by AMFI under the 'Value Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Quantum Long-Term Equity Fund-Dividend Plan has delivered a absolute return of -3.75% — -0.35 pp behind the Value Fund category average of -3.39%. The fund ranks #10 of 16 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Quantum Long-Term Equity Fund-Dividend Plan has delivered a CAGR of 11.83% — +1.01 pp ahead of the Value Fund category average of 10.82%. The fund ranks #9 of 16 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Quantum Long-Term Equity Fund-Dividend Plan has delivered a CAGR of 11.38% — -0.02 pp behind the Value Fund category average of 11.40%. The fund ranks #11 of 16 in its category — the third (Q3) quartile.

₹1 lakh invested in Quantum Long-Term Equity Fund-Dividend Plan exactly 10 years ago would be worth approximately ₹290,076 today — a multiplier of 2.90×, based on the 10-year CAGR of 11.24%. The category average over the same window would have grown ₹1 lakh to ₹280,219.

A ₹10,000 monthly SIP in Quantum Long-Term Equity Fund-Dividend Plan over the last 5 years — total invested ₹600,000 — would be worth ₹771,610 today. That's an XIRR (money-weighted annualised return) of 10.00%.

A ₹10,000 monthly SIP for 10 years in Quantum Long-Term Equity Fund-Dividend Plan = ₹1,200,000 invested. It would currently be worth ₹2,240,700 (multiplier 1.87×). XIRR: 12.00%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Quantum Long-Term Equity Fund-Dividend Plan ranks #11 out of 16 funds in the Value Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.40%; this fund delivered 11.38%.

The worst peak-to-trough decline Quantum Long-Term Equity Fund-Dividend Plan has experienced over the last 5-year window is 16.48% — its NAV fell from a high on 26 Sep 2024 to a low on 30 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Quantum Long-Term Equity Fund-Dividend Plan averaged 13.89% (best 28.49%, worst 0.01%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.38 — weak risk-adjusted performance.

In calendar year 2025, Quantum Long-Term Equity Fund-Dividend Plan returned 3.83% — beating the Value Fund category average of 3.06% by 0.77 pp. It ranked #8 of 16 in its category that year.

Quantum Long-Term Equity Fund-Dividend Plan is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Quantum Long-Term Equity Fund-Dividend Plan is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 16.5%. 5-year CAGR: 11.38%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.