- Scheme Category:
- Equity Scheme >
- Value Fund/Contra Fund
NAV: ₹ 129.32 ↓ -0.93%
[as on 23 January, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| Quantum Value Fund - Direct Plan Growth Option | -4.01% | -0.93% | -3.11% | -3.76% | -3.43% | 3.58% | 16% | 15.17% | 13.61% | 13.36% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 90.85% |
0.04% (Arbitrage: 0.00%) |
0.00% |
0.00% |
9.11% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|
| HDFC Bank Ltd* | HDFCBANK (INE040A01034) | Banks | 8.93% |
| ICICI Bank Ltd* | ICICIBANK (INE090A01021) | Banks | 6.61% |
| Tata Consultancy Services Ltd* | TCS (INE467B01029) | IT - Software | 4.87% |
| Infosys Ltd* | INFY (INE009A01021) | IT - Software | 4.73% |
| State Bank of India* | SBIN (INE062A01020) | Banks | 4.53% |
| Hero MotoCorp Ltd* | HEROMOTOCO (INE158A01026) | Automobiles | 4.17% |
| Kotak Mahindra Bank Ltd* | KOTAKBANK (INE237A01028) | Banks | 3.69% |
| ICICI Prudential Life Insurance Company Ltd* | ICICIPRULI (INE726G01019) | Insurance | 3.51% |
| Wipro Ltd* | WIPRO (INE075A01022) | IT - Software | 3.44% |
| Nuvoco Vistas Corporation Ltd* | NUVOCO (INE118D01016) | Cement & Cement Products | 3.20% |
| Bharti Airtel Ltd | BHARTIARTL (INE397D01024) | Telecom - Services | 3.15% |
| Axis Bank Ltd | AXISBANK (INE238A01034) | Banks | 3.14% |
| Crompton Greaves Consumer Electricals Ltd | CROMPTON (INE299U01018) | Consumer Durables | 2.99% |
| Cipla Ltd | CIPLA (INE059A01026) | Pharmaceuticals & Biotechnology | 2.86% |
| Tech Mahindra Ltd | TECHM (INE669C01036) | IT - Software | 2.86% |
| Exide Industries Ltd | EXIDEIND (INE302A01020) | Auto Components | 2.81% |
| Star Health And Allied Insurance Company Ltd | STARHEALTH (INE575P01011) | Insurance | 2.76% |
| GAIL (India) Ltd | GAIL (INE129A01019) | Gas | 2.68% |
| Aditya Birla Sun Life AMC Ltd | ABSLAMC (INE404A01024) | Capital Markets | 2.58% |
| LIC Housing Finance Ltd | LICHSGFIN (INE115A01026) | Finance | 2.57% |
| Container Corporation of India Ltd | CONCOR (INE111A01025) | Transport Services | 2.30% |
| ICICI Lombard General Insurance Company Ltd | ICICIGI (INE765G01017) | Insurance | 2.16% |
| Gujarat State Petronet Ltd | GSPL (INE246F01010) | Gas | 1.81% |
| Tata Steel Ltd | TATASTEEL (INE081A01020) | Ferrous Metals | 1.74% |
| IndusInd Bank Ltd | INDUSINDBK (INE095A01012) | Banks | 1.69% |
| Mahindra & Mahindra Ltd | M&M (INE101A01026) | Automobiles | 1.33% |
| Bajaj Auto Ltd | BAJAJ-AUTO (INE917I01010) | Automobiles | 1.23% |
| Lupin Ltd | LUPIN (INE326A01037) | Pharmaceuticals & Biotechnology | 1.06% |
| Dr. Reddy''s Laboratories Ltd | DRREDDY (INE089A01031) | Pharmaceuticals & Biotechnology | 1.00% |
| Eicher Motors Ltd | EICHERMOT (INE066A01021) | Automobiles | 0.45% |
Debt
| Name | Rating | Weight % |
|---|
| 364 Days Tbill (MD 01/01/2026)** | SOV | 0.04% |
Portfolio data is as on date 31 October, 2025
NAV (Net asset value) history
Quantum Value Fund - Direct Plan Growth Option - 30 days NAV history
| Date | NAV |
|---|
| 23 January, 2026 | 129.32 |
| 22 January, 2026 | 130.54 |
| 21 January, 2026 | 129.98 |
| 20 January, 2026 | 130.56 |
| 19 January, 2026 | 132.53 |
| 16 January, 2026 | 133.47 |
| 14 January, 2026 | 132.65 |
| 13 January, 2026 | 133.18 |
| 12 January, 2026 | 132.82 |
| 9 January, 2026 | 132.67 |
| 8 January, 2026 | 133.58 |
| 7 January, 2026 | 135.41 |
| 6 January, 2026 | 135.54 |
| 5 January, 2026 | 135.27 |
| 2 January, 2026 | 135.66 |
| 1 January, 2026 | 134.72 |
| 31 December, 2025 | 133.98 |
| 30 December, 2025 | 133.34 |
| 29 December, 2025 | 133.11 |
| 26 December, 2025 | 133.59 |
| 24 December, 2025 | 134.07 |
| 23 December, 2025 | 134.37 |
| 22 December, 2025 | 134.38 |
| 19 December, 2025 | 133.41 |
| 18 December, 2025 | 132.86 |
| 17 December, 2025 | 132.38 |
| 16 December, 2025 | 132.74 |
| 15 December, 2025 | 133.45 |
| 12 December, 2025 | 133.43 |
| 11 December, 2025 | 132.69 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Quantum Value Fund - Direct Plan Growth Option?
The latest NAV of Quantum Value Fund - Direct Plan Growth Option is 129.32 as on 23 January, 2026.
What are YTD (year to date) returns of Quantum Value Fund - Direct Plan Growth Option?
The YTD (year to date) returns of Quantum Value Fund - Direct Plan Growth Option are -4.01% as on 23 January, 2026.
What are 1 year returns of Quantum Value Fund - Direct Plan Growth Option?
The 1 year returns of Quantum Value Fund - Direct Plan Growth Option are 3.58% as on 23 January, 2026.
What are 3 year CAGR returns of Quantum Value Fund - Direct Plan Growth Option?
The 3 year annualized returns (CAGR) of Quantum Value Fund - Direct Plan Growth Option are 16% as on 23 January, 2026.
What are 5 year CAGR returns of Quantum Value Fund - Direct Plan Growth Option?
The 5 year annualized returns (CAGR) of Quantum Value Fund - Direct Plan Growth Option are 15.17% as on 23 January, 2026.
What are 10 year CAGR returns of Quantum Value Fund - Direct Plan Growth Option?
The 10 year annualized returns (CAGR) of Quantum Value Fund - Direct Plan Growth Option are 15.17% as on 23 January, 2026.